Home WordPress Plugins How to Create PDF Invoices with MemberPress (Automatically)

How to Create PDF Invoices with MemberPress (Automatically)

by Manoj

How to Create PDF Invoices with MemberPress

Do you have a membership website? Do you want to allow members to generate PDF invoices for every transaction they made? 

If you are running an online business, then you should be familiar with the laws like GDPR that came into force recently. Discussions are underway in different countries about implementing similar rules to ensure transparency in processing user data. These laws require that you clearly state what information you collect from customers and seek their consent beforehand. 

Pdf invoices are not covered by these rules at the moment, but they can help in establishing trust in transactions and nurturing your business. Today, we’ll tell you how to automatically generate PDF invoices with MemberPress in WordPress.

Disclosure: Your support helps keep the site running! We earn a referral fee for some of the services we recommend on this page.

Why MemberPress?

MemberPress Plugin

If you are planning to build a membership website, MemberPress should be your first choice. It is an all-in-one membership plugin with everything you need to build a money-making machine from scratch.

MemberPress is easy to use and secured. It allows you to create even private communities, premium forums and more using built-in tools and integrations. Set rules to limit access to your posts, pages, categories, tags, and files. Create stunning pricing pages, collect recurring payments, and run your own affiliate programs to boost sales. It gives you full control over the business and lets you manage members or add new subscription levels without hassle. 

MemberPress is a great tool to monetize your content and sell products to a wider audience. If you are serious about making money online, this is the best time to launch your first membership website as MemberPress now offers a $200 discount in all subscription plans. This is a limited period offer so you need to hurry. 

Click here to buy MemberPress and make money from your website (Get $200 off)

Key Features

These are the main features of MemberPress,

  • Easy to manage
  • Highly secured
  • Unlimited restricted content
  • Customizable registration forms
  • Ability to run your own affiliate programs
  • Unlimited access rules
  • Coupons
  • Content dripping
  • Content access expiration
  • Automated emails
  • Detailed reports
  • Third-party integrations
  • Premium customer support
  • 14-days money-back guarantee

Pricing

Basic Plus Pro
1 Website 2 Websites 5 Websites
$249/yr $399/yr $549/yr

MemberPress features and integrations may vary based on the plan you choose. For instance, Affiliate Royale plugin that helps you to run your own affiliate programs is available in Pro version only. So choose a MemberPress plan according to your requirements.

Click this offer link to choose a MemberPress plan and monetize your website easily (Discount inside)

Creating PDF Invoices with MemberPress

Let us check how to install PDF Invoice add-on on your membership website and let members generate PDF invoices automatically.

Step 1: Sign into WordPress and visit MemberPress from the left pane. Go to Add-ons and install the PDF Invoice add-on. 

PDF Invoice MemberPress

Head to settings and visit the ‘Info’ tab. 

PDF Invoices MemberPress

Now it will show options to create and manage your PDF invoices. 

Step 2: It’s time to customize your invoice.

Choose a template first. MemberPress has two invoice templates -simple and modern. Pick a template that you like.

Enter your business phone number and email as next. Upload a logo in JPG, PNG, or GIF format to show it on the top of your invoice. Make sure that it’s at least 400 px wide to avoid formatting issues.

Scroll down to see text editors where you can customize formats of your business and customer addresses. They will contain some predefined commands to manage those sections on your PDF invoices. But you can remove them and insert new commands if needed. Enter your message in the Notes box which can be seen by subscribers immediately after making the payment.

Footnotes section is also available where you can add any text for the invoice’s footer. If you want to change the background color of the invoice number, use the color picker, and select a color.

Click on ‘Update options’ to save.

Step 3: Now your clients can download PDF invoices from their account page. Visit the Payments tab, then Download to view and save an invoice to a local drive. They will also get the invoice with the payment confirmation emails.

MemberPress >Transactions is another place where you can find and download PDF invoices for all your completed transactions.

Click here to buy MemberPress and build a money-making membership website in 2020

 

You may also like

Leave a Comment

* By using this form you agree with the storage and handling of your data by this website.

This website uses cookies to improve your experience. We'll assume you're ok with this, but you can opt-out if you wish. Accept Read More