How to Invoice a Client

frequently asked question

How to Manually Invoice a Client for a Class Booking in WooCommerce

Step 1: Create a New Order

  1. In your WordPress dashboard, go to WooCommerce → Orders.
  2. Click “Add Order” at the top.
  3. In the Order Details section:
    • Change the Order Status to Pending Payment (so the customer can pay later).
    • Set the Customer (start typing their name/email if they are a previous buyer, or manually enter their details).

Step 2: Add the Class to the Invoice

  1. Click “Add Item(s)” → “Add Product(s)”.
  2. Search for the class WooCommerce product and add it to the order.
  3. Adjust the quantity if the customer is booking multiple seats.
  4. (Optional) Apply a discount if needed.

Step 3: Send the Invoice to the Client

  1. Scroll to the Order Actions box (right side of the screen).
  2. Select “Send order details to customer” from the dropdown.
  3. Click “Save Order” and then “Update”.
  4. The customer will receive an email with a “Pay Now” link to complete the booking.

What Happens Next?

  • The client receives an email with a link to pay via WooCommerce checkout.
  • When they pay, the order status automatically updates to Processing or Completed.
  • You can view and manage orders under WooCommerce → Orders.