Membership invoices and taxes on WordPress
Ultimate Membership Pro gives members a printable invoice for every completed order. Add tax by country or state, show it at sign-up and choose whether your prices include it.
An invoice for every order, in your design
Set up the invoice once and every completed order gets one, in the member’s account page and in your dashboard. Included in every plan.
Tax that follows where members live
Add a default tax, then rates for the countries and states you sell to. Included in every plan.
Keep the money side tidy
Before you set up tax
What the tools do, so you can check them with your accountant.
Tax on every membership invoice, order and export
The tax you set at checkout follows each payment into your records.
Tax on the invoice
Each invoice shows the tax charged on that order.Tax in your Orders table
See the tax on each order in your dashboard.Print any invoice yourself
Print a member’s invoice from your dashboard when they ask for a copy.Your look, your language
Style invoices with your own CSS, and translate the invoice text.Orders to a spreadsheet
Export orders by status and date range for your bookkeeping.Questions about invoices and taxes
Not sure your setup is covered? Search the documentation or try the live demo before you buy.
Do members get an invoice for every payment?
Yes. Every completed order comes with a printable invoice in the member’s account page, and you see the same invoices in your dashboard.
Can I add my logo and company details?
Yes. Choose a template, then add your logo, a title, your company details, the “Bill to” details and a footer. You see a preview before you save.
Are invoices PDF files?
Invoices are printable pages. Members can print them or save them as a PDF from their browser.
Can I charge tax by country?
Yes. Set a default tax and rates for each country or state. You can apply several taxes in the same country.
Can my prices include tax?
Yes. Choose whether your prices include tax or have it added at checkout.
Can I sell in more than one currency?
Your site uses one main currency at a time. Custom Currencies lets you add your own currency name and symbol.
Can I charge EU VAT?
Yes. Add a VAT rate for each EU country you sell to, with your own label, and choose whether your prices include it. Ask your accountant how to handle business buyers and VAT numbers.
When does a member get an invoice?
When the order is completed. For a bank transfer, that’s after you confirm the payment on the member’s order. The member prints the invoice from their account page, and you can print it from your dashboard.
Can I keep test orders out of my invoice numbers?
Yes, with Full Package. Remove test data with Remove Dummy Data, then use Reset Invoice ID to start from 1 or a number you choose.
Invoices and tax, without a separate tool
Every completed order gets an invoice, and tax follows your members.