--- title: Send invoices description: The Invoice module gives every order a printable invoice that members open from the Payments tab of the Member Portal and admins open from Payment History. url: "https://ultimatemembershippro.com/docs/order-invoices/" updated: "2026-10-20" category: Payments --- # Send invoices 10 minBeginnerUltimate Membership Pro 14.2+ · Module The Ultimate Membership Pro Invoice module gives every Membership order a printable invoice with your company details, the member's billing details, the amount and the tax. Members open and print their invoices from the Member Portal, and you open any member's invoice from Payment History. Invoices are shown on screen and printed (or saved as PDF) from the browser. Ultimate Membership Pro doesn't email invoices or attach PDF files. This guide sets up the invoice, explains invoice numbers, and shows where members and admins find it. Before you start - Your license is active; modules need it. See [Find and activate your license key](https://ultimatemembershippro.com/docs/where-to-find-your-license-key/). - Members can see the Payments tab of the Member Portal. See [Set up the Member Portal](https://ultimatemembershippro.com/docs/set-up-the-member-portal/). - If you charge taxes, set them up first so invoices show them. See [Charge taxes](https://ultimatemembershippro.com/docs/taxes/). ## Switch on the Invoice module 1. Go to Ultimate Membership Pro*›*Modules and open **Invoice** (in Payments & Billing). The **Order Invoices** screen opens. [![Invoice module card: Generate printable invoices for each order via account page or system dashboard](https://ultimatemembershippro.com/wp-content/uploads/2026/10/ump-invoices-01-module-card.png)](https://ultimatemembershippro.com/wp-content/uploads/2026/10/ump-invoices-01-module-card.png) The Invoice module. [![Order Invoices settings: Activate/Hold Order Invoice on, Show only for Completed Payment off, Invoice Template 1, Invoice Logo and Invoice main Title Invoice](https://ultimatemembershippro.com/wp-content/uploads/2026/10/ump-invoices-02-settings.png)](https://ultimatemembershippro.com/wp-content/uploads/2026/10/ump-invoices-02-settings.png) The module switch and the invoice layout. 1Activate/Hold Order Invoice Turns invoices on. An Invoice column with a document icon appears in the member's Payments table and in Payment History. Default: **Off** 2Show only for 'Completed' Payment When on, the invoice icon appears only for completed orders. Turn it on so members can't print an invoice for a payment that hasn't gone through, such as a pending bank transfer. Default: **Off** 3Invoice Template Two layouts for the same content. The Preview at the bottom of the screen updates when you change it. Default: **Template 1** 4Invoice Logo Click the field to pick an image from the [Media Library](https://wordpress.org/documentation/article/media-library-screen/). Replace the sample logo with your own; the trash icon removes it. 5Invoice main Title The heading of the invoice, for example `Invoice`. Default: **Your Order Invoice** ## Add your company and billing details Under **Additional Invoice Details**, two editors fill the top of the invoice: [![Company Field editor with Coaching Club Ltd, address, tax ID and email, and Bill to editor with name, email and username placeholders](https://ultimatemembershippro.com/wp-content/uploads/2026/10/ump-invoices-03-details-v2.png)](https://ultimatemembershippro.com/wp-content/uploads/2026/10/ump-invoices-03-details-v2.png) Your details on the left, the member's on the right. 1Company Field Your business name, address, tax or VAT number and contact details, exactly as they should appear on the invoice. Replace the sample text (Your CompanyName LLC, Unique Code: #99991239). 2Bill to The member's details. Use placeholders that are filled in for each member, for example `{first_name} {last_name}` and `{user_email}`. The default text ends with `Address: {CUSTOM_FIELD_addr1}`, filled in from the address field of your registration form. Footer Invoice Info Text at the bottom of the invoice, for example payment terms or a support address. Default: **If you have any questions about this Invoice, please contact us!** Custom CSS CSS for the invoice, for example to change fonts or colors. The Preview updates when you leave the field. Click Save Changes. The **Preview** box under the button shows the invoice with sample data. ### Placeholders that work on invoices Use these placeholders in Company Field, Bill to, Footer Invoice Info and Invoice main Title: {first_name}, {last_name}, {username}, {user_email}, {user_id} The member's name, username, email address and ID. {CUSTOM_FIELD_…} Any registration form field, for example `{CUSTOM_FIELD_addr1}` for an address field. The list is under Custom Fields constants. {level_list} All the member's Memberships, not only the one on this invoice. {blogname}, {blogurl}, {account_page}, {login_page} Your site name and addresses. {current_date} The day the invoice is opened or printed. The order date is already printed as Date:. Tip: show the member's VAT number on the invoice Members don't have a VAT number field by default. To collect one, add it as a custom field and use it in **Bill to**: 1. Go to Ultimate Membership Pro*›*Registration Form*›*Custom Fields and click + Add New Custom Form Field. 2. Set **Field Unique Slug** to `vat_number`, keep **Field Type** as Text, and set **Field Label** to VAT number. See [Add custom fields to the registration form](https://ultimatemembershippro.com/docs/add-custom-fields/). 3. Click Save Changes, then switch on **On Registration** (and **On Profile**, so members can add or fix it later). 4. On the Order Invoices screen, add a line to **Bill to**, for example: `VAT No.: {CUSTOM_FIELD_vat_number}`. The number is printed as the member typed it. Members who registered before you added the field have no value, so the line is empty for them. Ultimate Membership Pro doesn't check the number and it doesn't change the tax that is charged. ## Set the invoice number prefix Each invoice is numbered with its order code: a prefix followed by the order number in six digits, for example `IUMP000007`. To change the prefix, go to Ultimate Membership Pro*›*Settings*›*Payment Settings: [![Invoice Settings group with Invoice Prefix Code IUMP](https://ultimatemembershippro.com/wp-content/uploads/2026/10/ump-invoices-04-prefix.png)](https://ultimatemembershippro.com/wp-content/uploads/2026/10/ump-invoices-04-prefix.png) Invoice Prefix Code, IUMP by default. Invoice Prefix Code The letters in front of every new order code and invoice number, for example `CC` for CC000012. Existing orders keep their code. If you leave it empty, UMP is used. Default: **IUMP** The same code is shown as Code in Payment History and in the member's Payments table, so an invoice is easy to match with its order. Numbers aren't strictly consecutive: every checkout attempt creates an order, including payments that fail or are never finished, and each takes the next number. Your business address and VAT number go in **Company Field**. ## Where members open their invoices Members log in, open the Member Portal and go to the **Payments** tab. Each order has a document icon in the **Invoice** column: [![Member Portal Payments table for Ava Ionescu: order IUMP000007, Pro Monthly, 19.00USD, Credit Card, with the Invoice icon highlighted](https://ultimatemembershippro.com/wp-content/uploads/2026/10/ump-invoices-05-member-payments.png)](https://ultimatemembershippro.com/wp-content/uploads/2026/10/ump-invoices-05-member-payments.png) Ava's Payments tab: the icon opens the invoice. The icon opens the invoice in a window. **Print Invoice** opens the browser's print dialog, where the member can print it or save it as a PDF. [![Invoice for Ava Ionescu: Coaching Club Ltd details, Invoice ID IUMP000007, Date October 16 2026, Bill to, Pro Monthly 19.00USD, Total Amount 19.00USD and Print Invoice button](https://ultimatemembershippro.com/wp-content/uploads/2026/10/ump-invoices-06-member-invoice-v2.png)](https://ultimatemembershippro.com/wp-content/uploads/2026/10/ump-invoices-06-member-invoice-v2.png) Ava's invoice for her $19 Pro Monthly payment. 1Invoice ID and Date The order code and the date of the order. 2Bill to Your Bill to text with the member's details filled in. 3Total Amount: What the member paid. The line above lists the Membership with its price before tax; with the Taxes module on, a Total Taxes: line shows the tax. 4Print Invoice Prints only the invoice, without the rest of the page. If the Invoice column is missing, check that **Show Orders Table** is on for the Payments tab of the Member Portal and that the **Invoice** column is on under Ultimate Membership Pro*›*Showcases*›*Payments Table. See [Customize the Subscriptions and Payments tables](https://ultimatemembershippro.com/docs/customize-the-subscriptions-and-payments-tables/). ## Where admins open invoices Go to Ultimate Membership Pro*›*Payment History. While the module is on, the **Invoice** column has the same icon, so you can open and print any member's invoice, for example to send it by email yourself. [![Payment History with orders of Ava Ionescu (Pro Monthly, 19.00USD) and Emma Carter (Annual Pass, 149.00USD), both Completed, with the Invoice icon highlighted](https://ultimatemembershippro.com/wp-content/uploads/2026/10/ump-invoices-07-payment-history.png)](https://ultimatemembershippro.com/wp-content/uploads/2026/10/ump-invoices-07-payment-history.png) The Invoice column in Payment History. With **Show only for 'Completed' Payment** off, Payment History shows the icon for completed and pending orders; with it on, only for completed ones. Add-on: Reset Invoice ID The [Reset Invoice ID add-on](https://ultimatemembershippro.com/addon/reset-invoice-id/) adds a Reset Invoice ID module that sets the number order numbering starts from, 1 or a number you choose. It doesn't renumber or delete existing invoices. Set it up on a new site, before your first real order. Limits - Invoices aren't emailed and there's no PDF file. Members and admins print them, or save them as PDF from the browser's print dialog. - An invoice uses your current settings each time it's opened: if you change your company details or logo, past invoices show the new ones too. - Ultimate Membership Pro doesn't save invoice files. It builds the invoice from the order each time someone opens it. The order code, date, amounts and taxes come from the order. Your company details, logo, footer and the Membership name are read when the invoice is opened, and so are the member's details in **Bill to**: if a member changes their name or address in their profile, earlier invoices show the new details. - There is no option to download all invoices at once. To get your orders in bulk, use the Export Orders To CSV add-on. It exports a CSV file with the order code, customer, Membership, amount, taxes, total, date and status, which you can send to your accountant. See [Export orders to a CSV file](https://ultimatemembershippro.com/docs/export-orders-to-csv/). It is a Pro add-on. - Check with your accountant whether these invoices meet the legal requirements in your country, for example consecutive numbering. - Ultimate Membership Pro doesn't create e-invoices for national e-invoicing systems. Its invoice is a printable page, as described above. If your country requires e-invoices, create them in your accounting software; the Export Orders To CSV add-on gives you the order data to work from. ## Example: invoices for the Coaching Club **Coaching Club**Members print invoices for completed payments only. **Activate/Hold Order Invoice** : On **Show only for 'Completed' Payment** : On **Invoice main Title** : Invoice **Company Field** : Coaching Club Ltd, address, tax ID, billing email **Bill to** : Name {first_name} {last_name}, E-mail {user_email}, Username {username} **Invoice Prefix Code** : IUMP **Result** : Emma Carter's $149 Annual Pass invoice: IUMP000006, Total Amount 149.00USD ## Troubleshooting Can Ultimate Membership Pro email invoices to members automatically? No. The Invoice module makes printable invoices that members open from the Payments tab of the Member Portal and admins open from Payment History. To send one, open it in Payment History, save it as PDF from the print dialog and attach it to an email. Why don't members see an Invoice column? Check that Activate/Hold Order Invoice is on and saved, that Show Orders Table is on for the Payments tab, and that the Invoice column is on in Showcases › Payments Table. With Show only for 'Completed' Payment on, orders that aren't completed show “-” instead of the icon. How do I add my VAT number and address to invoices? Type them into Company Field on the Order Invoices screen. How do I change the invoice number format? Change Invoice Prefix Code under Settings › Payment Settings › Invoice Settings. The number after the prefix is the order number and can't be edited. Why are there gaps in my invoice numbers? Invoice numbers are order numbers, and an order is created at every checkout attempt, including payments that fail or are abandoned. Those orders take a number too. Can I download all invoices at once? No. Invoices are built one at a time when someone opens them, and there is no bulk download. To get all your orders in one file, use the Export Orders To CSV add-on and send the CSV to your accountant. See [Export orders to a CSV file](https://ultimatemembershippro.com/docs/export-orders-to-csv/). Can members enter a VAT number for their invoice? Yes, with a custom field. Add a Text field with the slug `vat_number` under Ultimate Membership Pro › Registration Form › Custom Fields, switch on **On Registration**, then add `VAT No.: {CUSTOM_FIELD_vat_number}` to **Bill to**. See “Tip: show the member's VAT number on the invoice” above. Does Ultimate Membership Pro create e-invoices for my country's e-invoicing system? No. It makes a printable invoice only. Create e-invoices in your accounting software, using the order data from Export Orders To CSV. ## What's next [**Charge taxes**Show VAT or sales tax on invoices.](https://ultimatemembershippro.com/docs/taxes/)[**Manage payments and orders**Payment History and order statuses.](https://ultimatemembershippro.com/docs/manage-payments-and-orders/)[**Customize the Subscriptions and Payments tables**Columns members see.](https://ultimatemembershippro.com/docs/customize-the-subscriptions-and-payments-tables/)[**Set up the Member Portal**Where members find their invoices.](https://ultimatemembershippro.com/docs/set-up-the-member-portal/)