Invoices

This article will walk you through how to use the Invoices section inside the Market Muscles CRM, located under the Studio Operations tab within Finance.

The Key Steps

1. Click the Studio Operations tab in the left-hand navigation menu of your CRM Dashboard.

2. Click Finance.

3. Click on Invoices.

Once inside the Invoices section, you’ll see a complete list of every invoice in your system.

Understanding the Invoices Dashboard

From the main Invoices page, you’ll be able to:

View all invoices in your system
See Overdue payments
See Collected amounts
View Outstanding balances that are still open
Filter and search invoices by status
View creation dates and due dates

This dashboard gives you a full financial overview of your studio’s billing activity.

Viewing an Individual Invoice

4. Click on any invoice to open its detailed view.

Inside the invoice, you’ll see:

The customer’s information
Line items (what is being sold)
Total amount due
Due date
Payment history
- Successful payments
- Failed payments
The payment method that was used

This allows you to clearly track what has been charged and what is still owed.

Processing or Sending an Invoice

At the top of the invoice, you have several action options:

5. Click Process Payment to manually run the payment method on file.

6. Click Send Invoice to email the invoice directly to the customer.

7. Click Download PDF if you’d like to download a copy and send it manually.

These tools make it easy to collect payment and provide documentation to your customers.

Creating a New Invoice

8. Click to create a New Invoice.

When creating a new invoice:

Select the Customer
Set the Due Date
Add a Line Item
Enter the Quantity
Enter the Price
Add any internal or customer-facing Notes (if needed)

9. Click Create Invoice.

You can then send the invoice directly to the customer from the system.

If you have any questions about using the Invoice system, please reach out to the Market Muscles support team for assistance.