Member InvoicingCobot effortlessly generates and dispatches member invoices, streamlining what can otherwise be a time-consuming task.
Multiple Tax Rates, Custom Tax Rates, and Multiple CurrenciesConfigure multiple tax rates, currencies, and custom tax rates in Cobot to better comply with local tax regulations.
Accounting CodesTrack your revenue with accounting codes.
Non-Member/Visitor InvoicingEffortlessly generate and dispatch invoices via Cobot to those not registered for a membership in your space using Free-Form Invoices.
Prorated InvoicesSet a default invoice day so you can manage pro-rated invoicing.
Sending Invoices to Multiple EmailsEasily send your member's invoices to a different billing email or to multiple emails.
Invoicing Charges Before the Next Billing DateLearn how to invoice charges immediately (or early) for members with bill dates in the future.
Changing Invoicing/Renewal DatesIf you want to change the renewal or invoicing dates for your members, here's how.
One-Time Charges and CreditsLearn how to add a one-time charge or credit to your members' accounts.
Paying for Other Members or EmployeesYou can easily setup a someone to pay for or be paid by someone else in Cobot.
Sending Invoices in Advance and Reminder EmailsThis guide will show you how to send your member invoice previews or a reminder email prior to being charged.
Adding Retention Rates to InvoicesYou can set a retention rate under Setup » Invoice Settings.
Creating Annual (Yearly) Membership FeesLearn how to create annual (yearly) Plans for your members in Cobot.
Companies Paying a Flat Fee for Their EmployeesSetup your Plans in Cobot to accommodate teams and companies.
Companies With Long-Term Leases and EmployeesCreate Plans longer than 1 month in duration, like annual plans or bi-annual plans.
Payment RemindersSend payment reminders to inform your members about outstanding payments.