TCommerce: Invoicing

Thinkific’s invoicing solution simplifies B2B sales by streamlining payment collection, automating enrollments, and keeping transactions organized - all with professional, customizable invoices.

This feature is currently in closed Beta and is only available to select customers in the US and Canada. Stay tuned for the full release later this year!

In This Article

About This Feature

How It Works

Important Considerations

Create and Send an Invoice

Track and Manage Invoices with the Invoices Table

Your Customer Experience

Your Experience

Frequently Asked Questions

About This Feature

Thinkific's invoicing solution streamlines both B2B and B2C transactions by enabling you to create professional, branded invoices, collect payments seamlessly, and automate buyer and learner enrollments - all in one place. 

Built for bulk and custom orders, invoicing on Thinkific saves you time, eliminates the need for external tools, and ensures a smooth financial workflow. Available exclusively to customers on TCommerce.

With the invoicing solution, you can:

• Streamline your sales process
  Easily manage bulk, custom, and one-off orders with professional invoices that enhance your brand and simplify transactions for both B2B and B2C customers.
• Seamlessly collect payments & enroll buyers
  Enable buyers to pay instantly through Thinkific Payments or track manual payments while ensuring learners are enrolled without extra steps.
• Stay organized with automation and risk mitigation
  Reduce manual work, minimize human error, and mitigate financial risks with automated payment reminders, invoice tracking, and enrollment flows for multi-seat and individual orders.
• Easily track invoice and payment statuses
  Monitor transactions in one place with an intuitive dashboard that keeps your invoices, payments, and enrollments organized.

 In the context of TCommerce, the term invoice refers to a commercial document issued by a seller (you) to a buyer (your customer). It includes an itemized list of goods or services, agreed-upon pricing, quantity, and terms of sale related to a transaction. In some regions, such as the UK, similar documents may be referred to as quotes.

This is different from a receipt, which is an automatically generated confirmation of purchase. Invoices in TCommerce are not receipts; they are formal requests for payment issued prior to purchase completion.

How It Works

This feature is currently in closed Beta and is only available to select customers in the US and Canada. Stay tuned for the full release later this year!

The invoicing functionality is enabled by default for Thinkific customers on all qualifying TCommerce accounts on Grow plans and above. To access the invoicing feature as well as other great TCommerce features, enable Thinkific Payments on your account: Thinkific Payments.

The invoicing feature allows you to:

1. Create invoices directly in Thinkific
   Input the customer and product information, specify quantity and discount, and add additional information to create invoices with your branding and logo.

   At the moment, only products priced as a one-time payment are supported.

2. Collect payments
   Collect payments directly in Thinkific through multiple payment options, or collect payments off-platform and mark them as paid in Thinkific. The invoicing feature will send payment reminders to your customers if the invoice is not paid by the due date.
3. Manage enrollments
   Automate enrollment management by allowing your customers to enroll themselves and/or their students. If you prefer, you can also enroll them yourself to maintain control over product access.
4. Report and track
   Monitor invoice statuses (paid, unpaid, overdue) directly in Thinkific, or sync data for bookkeeping using our built-in integrations.

An additional fee of 0.4% applies to each invoice paid through Thinkific, with a maximum amount of $5. Additional processing fees apply, depending on the payment method: Thinkific Payments Supported Countries and Transaction Fees.

Important Considerations

• Invoicing is available on all qualifying TCommerce accounts on Grow plans and above. To access the invoicing feature as well as other great TCommerce features, enable Thinkific Payments on your account: Thinkific Payments.
• This feature is currently in closed Beta and is only available to select customers in the US and Canada. Stay tuned for the full release later this year!
• At the moment, only products priced as a one-time payment are supported.
• An additional fee of 0.4% applies to each invoice paid through Thinkific, with a maximum amount of USD$ 5 or CAD$ 8. Additional processing fees apply, depending on the payment method: Thinkific Payments Supported Countries and Transaction Fees.
• Invoices can only be issued for products hosted on Thinkific.
• Tax will be charged on invoices, where applicable. Learn more at: TCommerce: Sales Tax and VAT Solution.
• Once the invoice is created, it can no longer be modified. However, you can mark the invoice as Void and create a new invoice.

Create and Send an Invoice

To create and send an invoice:

1. From your Admin Dashboard, select Sales
2. Select Invoices
3. Click Create invoice
4. Click Add customer to provide customer details:
   1. Select Existing customer if you want to send the invoice to a user that already exists
   2. Click New customer and provide the necessary information if you want to send the invoice to a new user. When a new user is created, they will appear in the Users table.
5. Specify Order details
   1. Select a Product you want to send an invoice for

      Only products priced as a one-time payment are supported

   2. Select the Quantity of seats you want to send an invoice for

   3. Optionally, select Apply discount to add a discount to the invoice. This will create and apply a one-time coupon to the invoice.

      Note that this coupon will not appear in the Coupons table.

      
      

6. Specify Payment details
   1. Select the Due date: you can set it to either a specific date (e.g. January 01, 2026) or a number of days after the invoice is sent (e.g. 30 days until due)
   2. Select the online payment method you want to offer

      Online payments are more secure and efficient, however the invoice can also be paid off-platform and marked as paid manually. Learn more about the available options below.

   3. Provide additional information in the Memo section
7. Specify the Enrollment method. Learn more about the available options below.
8. Optionally, provide additional information to be included in the Footer
9. Click Review and send or Save draft to come back to the invoice later
10. Revoew that the information and click Send Invoice
11. Confirm the action and click Send invoice again

Once the invoice is created, it can no longer be modified. However, you can mark the invoice as Void and create a new invoice. Learn more about it below.

Payment Methods

Invoices can be paid using the following payment methods:

Enrollment Methods

The enrollment method specifies how you want the customer to be enrolled when the invoice is paid. There are two available options:

• Automatically enroll the customer when the invoice is paid: the customer will be automatically enrolled in the product for which the invoice was paid.
  • If the customer purchases more than one seat, they will be responsible for enrolling their users. The customer will receive an order receipt email with a shareable sign-up link. The customer will be assigned a Seat Manager role and will be able to track enrollment in their admin dashboard.
• Manually enroll users on the customer's behalf: once the invoice is paid, you can manually create and enroll users individually or by importing a file.

Track and Manage Invoices with the Invoices Table

The Invoices table allows you to see all of your invoices created in Thinkific. The Invoices table includes the following information:

• Customer: customer name
• Amount: the invoice amount due
• Currency
• Status: the status of the invoice:
  • Draft: an invoice is created but not finalized and not sent
  • Sent: an invoice is sent but not paid
  • Paid: an invoice is paid
  • Void: an invoice was marked as Void in the Invoices table
• Created date: the date the invoice is created
• Due: the date the invoice is due
• Invoice number
• Payment method: for paid orders, specifies the payment method used to pay

The table also allows you to manage invoices. Click on the three dots on the invoice you want to edit to:

• View: view the invoice
• Mark as paid: mark the invoice as paid when the payment is done outside of Thinkific
• Resend: resend the invoice
• Mark as void: mark the invoice as void

Your Customer Experience

The invoicing customer experience consists of three steps:

1. A customer receives an invoice
2. The customer pays for an invoice via the checkout link in an invoice email or outside of Thinkific
3. The customer is enrolled in their product (automatically or manually)

See the detailed description of each step below

Step 1: A Customer Receives an Invoice

When you create and send an invoice, the customer receives an email with the information you entered and the option to pay the invoice using the payment method you selected.

It is not possible to customize the invoice email. The email will have the following properties:

• The From Address: [Your Site Name] <invoice+statements+acct_XXXXXXXXXXXXX@stripe.com>

The Email White Labelling does not apply to invoice emails.

• Company Logo: determined by the logo uploaded to a Header in the Site Builder: Customize Your Site Header
• Email Colors: determined by Theme colors set in Site Builder, specifically:
  • Button color is determined by Primary button: Background color
  • Email background determined by Header & footer: Background color

If an invoice is not paid by the due date, a customer will receive a reminder email on the day the invoice is due.

Step 2: The Customer Pays for an Invoice

Once the customer receives the invoice, they can click on the Pay This Invoice button in the invoice email. They will be brought to the checkout page, where they can pay using the payment method you selected when creating an invoice (e.g. a credit card or authorized debit, etc)

The invoice payment checkout is different from your Thinkific Checkout, so settings and payment options available on your checkout do not apply. Only the payment method you selected when creating an invoice will be available.

After the invoice is paid, the customer will be directed to a thank you page, where they can download their invoice and receipt.

While checkout pages cannot be modified, they will inherit the following branding:

• Company Logo: determined by the logo uploaded to a Header in the Site Builder: Customize Your Site Header
• Checkout Colors: determined by Theme colors set in Site Builder, specifically:
  • Button color is determined by Primary button: Background color
  • Email background determined by Header & footer: Background color

In addition to the chosen payment methods, your customer can pay for their invoice outside of Thinkific, for example, using cash or a check. In this case, you can mark the invoice as paid manually. To do that:

1. From your Admin Dashboard, select Sales
2. Select Invoices
3. Find the invoice you want to mark as paid
4. Click on the three dots next to that invoice
5. Select Mark as paid
6. Select the payment method and the payment date
7. Optionally, add a note
8. Click Mark invoice as paid

If you collect payment off-platform (e.g. your student pays for the invoice using cash or a check), the appropriate tax rate will still be calculated and shown on an invoice to a buyer in the US and Canada. However, it is your responsibility to collect and remit the tax portion, since the payment is collected outside of Thinkific.

Step 3: The Customer Enrolls in a Product

Whether the invoice is paid using the checkout link in an invoice email or marked as paid manually, an order receipt will be sent to the customer (if enabled).

The enrollment behaviour depends on the option selected when an invoice is created (see the options here).

• If the Automatically enroll the customer when the invoice is paid option is selected, the customer will be automatically enrolled in the product for which the invoice was paid.
  • If the customer purchases more than one seat, they will be responsible for enrolling their users. The customer will receive an order receipt email with a shareable sign-up link. The customer will be assigned a Seat Manager role and will be able to track enrollment in their admin dashboard.
• If the Manually enroll users on the customer's behalf option is selected, the customer will NOT be automatically enrolled in a product and will not receive a shareable link. In this case, you will need to enroll users through the Admin Dashboard, either individually or by importing a file.

Your Experience

When using the invoicing features, you will see an updated experience in the following areas.

Coupons Table

If multiple seats are invoiced and paid for, a Group Order coupon will appear in the Coupons table. Learn more here: TCommerce: Group Orders.

Note that coupons added to an invoice during its creation will not appear in the Coupons table.

New Order Notifications

Once an invoice is paid, a new order notification will be sent to Site Admins (if enabled), which will include an invoice number field.

The new order notification will be sent whether the invoice is paid using the checkout link in an invoice email or marked as paid manually (in cases where the payment was taken off-platform, i.e. outside of Thinkific).

Orders Table

Once an invoice is paid (whether through the checkout link in an invoice email or off-platform), a new order will appear in the Orders Table. A seat claim order will also appear in the Orders Table after seats are redeemed when multiple seats were purchased at once (learn more: TCommerce: Group Orders).

If an invoice is paid off-platform (outside of Thinkific) and is marked as paid manually, you will see Off-Platform in the Provider field.

Click on the Invoice order number to see the quantity purchased. On the Order details screen, click on the invoice number to see the associated invoice. If multiple seats are purchased, click on View coupon to see the associated Group Order coupon.

Transaction Table

The Transaction table will list transactions for paid invoices only if an invoice is paid using Thinkific Payments (i.e. using the checkout link in the invoice email). You can view the receipt to see the quantity purchased. 

Invoices paid off-platform (outside of Thinkific) and seat claim transactions in cases where multiple seats were purchased will not appear in the Transaction table.

Frequently Asked Questions

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