How to Send a Manual Invoice with WithMe
Want to bill a customer for a custom project or send a special one-off payment request (like a deposit or bonus session)? WithMe makes it easy to send manual invoices directly from your dashboard—no outside tools needed!
📩 Here's how to send a manual invoice:
Go to your Customers tab in the WithMe dashboard
Use the filters to search for the customer you want to invoice
Click into their purchase history
Select "Send Invoice" in the top-right corner
📝 Customize Your Invoice
Description: Add a short note like "1:1 Coaching Deposit" or "Custom Content Package"
Amount: Enter the exact amount you'd like to charge
Then just click Send—that's it!
Your customer will receive the invoice via email and can pay it securely using a credit or debit card. Once the payment goes through, you'll get a notification, and the transaction will be logged in your dashboard.
💳 Reconciling Bank Deposits
If you see a deposit in your bank account and want to know which customer payments made it up, head to the Payouts section in your WithMe dashboard. From there you can view a full breakdown of that deposit and access your linked Stripe account directly from the same flow.