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An invoice in Orgo is a document plus a state machine. The document is a PDF you can download, email and re-send. The state (unpaid, paid, voided, refunded) is what drives membership validity, event attendance and your financial totals. Built for membership organisations that need to bill members, companies and external contacts for dues, event places and one-off services, and to show a proper document for each. Replaces hand-made invoice spreadsheets and separate invoicing tools for member billing, not a full accounting ledger.
Invoices are a module. Switch Invoices on in Settings → All Modules. While it is off, Invoices does not appear in the sidebar, opening the list sends you back to the dashboard, and the Invoice Templates settings tab is hidden. Every administrator action described here needs ADMIN_TENANT.

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Before you can create an invoice

Set Manual Invoice Product in Settings → Modules → Payments & Fees → Invoice Product. Without it, invoice creation fails with a message telling you to review that screen. The same screen holds the rest of the invoicing behaviour: Invoice Product settings showing the automatic email switch, the membership fee invoicing switch and the manual invoice product picker

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Creating an invoice

Invoices → create invoice. The form is on the left, a live preview of the document on the right. Invoice creation form with customer, line item and date sections beside a live preview of the invoice document
1

Pick the customer

Search for a member, a contact or a company. Exactly one of the three: an invoice cannot be split across two payers. Selecting one loads its billing block (Billing Name, Address, VAT Number, Registration Number, Email, Phone), which you can edit for this invoice only. Leave Also update customer record with these details ticked to write your edits back to the member, contact or company as well.
2

Decide whether it is a membership invoice

The Membership switch turns the invoice into a membership invoice: pick a membership level (or Custom), a start date and an end date. This is what makes marking it paid extend the member’s or company’s membership. Contacts cannot be given membership invoices.
3

Enter the line

A manual invoice carries one line: description, quantity and unit price. Multi-line invoices exist, but only on invoices Orgo generates itself for membership payments, where the joining fee is a second line.
4

Set the dates

Invoice Date, then a Due Date chip: Today, Tomorrow, 7, 14, 30, 45, 60 or 90 days, or Custom. 30 days is the default.
5

Add anything else

Additional Options holds the tax name and rate, a Memo (visible to the customer), a Footer, and Custom Fields (label and value pairs printed on the document). Internal Notes at the bottom are never shown to the customer.
Saving creates the invoice as unpaid, gives it a number and a series, renders the PDF, and (unless you turned automatic emails off) sends it to the customer straight away.

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Numbering and series

Every invoice gets two identifiers.
  • Invoice number: the highest number already used in your organisation, plus one. It starts at 1, is unique to your organisation, and does not reset at the start of a year.
  • Series: five random characters drawn from ABCDEFGHJKMNOPQRSTUVWXYZ and 123456789, retried until it is unique. The characters I, L and 0 are left out so the code cannot be misread.
The printed document shows the series when there is one, and falls back to the number. The list lets you search on either, plus the customer name and the internal Orgo ID. Invoice list with filter pills for customer name, invoice number, series, Orgo ID and status, and a table of invoices with paid and unpaid tags Voided and refunded invoices keep their number. That is the point: a missing number would be unexplainable, a voided one is not.

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Templates

Templates pre-fill the parts of an invoice that are the same every time. Settings → Modules → Payments & Fees → Invoice Templates, or Manage Templates from the invoices list. Invoice template editor with template name, default template switch, tax name and rate, memo, footer and custom field rows Applying a template overwrites the tax, memo, footer and custom fields on the invoice you are editing, so apply it first and type your overrides afterwards. The default template is applied automatically when the form opens. On invoices Orgo generates for membership payments the template’s flat tax rate is ignored, because each line carries the VAT rate from its own price. The invoice layout itself is fixed. There is no place to write your own placeholders into a memo or footer: the organisation and customer details, line table, totals and VAT breakdown are filled in by Orgo from your organisation profile and the customer record.

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Getting the invoice to the customer

Open an invoice and you get three actions under the document.
  • Download PDF saves it as Invoice - {your short name} - {number}.pdf.
  • Send via email sends it now, even when automatic emails are switched off. The email carries the PDF as an attachment and lands in your email log.
  • Copy payment link copies a public link that opens Stripe Checkout for this invoice. The link works only while the invoice is unpaid.
The email goes to the member’s address, or the company’s contact address (with the company’s CC addresses copied in), or the contact’s address. If none of them has an email, nothing is sent.
Automatic invoice emails need the Send invoice emails automatically switch. Send via email ignores it, so you can keep automatic sending off and still send individual invoices by hand.

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What language the invoice is in

The document and the email that carries it are written in your organisation’s default language, the one set at Settings → Customization → Languages. Not the customer’s own language: everyone billed by the same organisation gets the same wording. All 14 interface languages are covered, and a default outside them falls back to English. A Czech organisation gets Faktura, Czech column headings and totals, IČ and DIČ where an English document says Reg and VAT, dates written the Czech way and comma decimals. The email follows the same language: subject line, the paid or due-on line, the labels and the Pay this invoice button. What you typed is never translated. Line descriptions, the memo, the footer and your custom fields print exactly as entered, which is worth remembering if you write them in a different language from your organisation default. The one line Orgo writes itself, the joining fee on a membership invoice, follows the organisation language like the rest of the document.

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Where invoices come from

Not every invoice is typed by hand. You can also raise an invoice after the fact for a membership fee that was already paid: Payments, open the row menu on a successful fee payment that has no invoice yet, then Generate Invoice. It opens the new invoice for editing and does not email the payer, so you can check it first and send it yourself.