How can I generate invoices for my yogis?

With Momoyoga, you don't need to generate your own invoices for your yogis. Momoyoga generates an invoice in PDF format as soon as a yogi places an order. But where can you and your yogis access these invoices? And does the system send out the invoices to yogis for you? 

Admins and teachers

Admins and teachers can access invoices in two ways:

From the Orders and Payments overview

To access a generated invoice from the Orders and Payments overview:

1. Click on More
2. Click on Orders and payments 
3. Click on the print icon next to the order

After the download is complete, you can find the file in the download folder on your computer.

When editing an order

To access a generated invoice from the order overview:

1. Go to the yogi's profile (or click on the order from the Orders and Payments overview)
2. Edit the respective order by clicking on the pencil icon (or by clicking on the order from the Order history)
3. Click on Download invoice

After the download is complete, you can find the file in the download folder on your computer.

And finally, you can also edit any invoice number, if needed.

To edit an invoice number

1. Go to the yogi's profile (or click on the order from the Orders and Payments overview)
2. Edit the respective order by clicking on the pencil icon (or by clicking on the order from the Order history)
3. Edit the Invoice number field
4. Click on Submit

You have now successfully edited the invoice number.

Note: It's not possible to add your own logo to invoices yet. We will add this feature in the future.

Yogis

Unfortunately, the system does not send out the invoices to yogis for you. But all is not lost; as soon as a yogi places an order, they can download the invoice right away. This means that a yogi can only access their invoices in one way (unless you forward the invoices to your yogis yourself, then there are two 😉):

From My schedule

To access a generated invoice from My schedule:

1. Log in as a yogi to the studio's schedule
2. Click on My schedule
3. Click on the print icon next to the respective order in the Orders column

After the download is complete, you can find the file in the download folder on your computer.