Bobclass can produce PDF invoices and receipts for your clients. Neither is created automatically — you issue one when you want one. An invoice is simply one of the ways you can ask a client to pay.
The three ways to collect on a sale
When you record a sale yourself from the client's profile, you choose how to get paid:
Register the payment straight away — for cash, or a transfer that has already arrived. The sale is marked Paid there and then.
Send a payment link — the client pays by card from their phone. This runs through Stripe, so it needs Stripe connected and Stripe's fees apply. See About Stripe .
Create and send an invoice — a PDF request for payment showing your bank details. No commission, and no Stripe involved.
Sales a client makes themselves from the Store tab in Bobclass Go are handled at checkout instead — see How clients purchase.
Invoices
An invoice is a request for payment, produced as a PDF you can send on to the client.
It suits corporate clients, anyone who needs a document for their own bookkeeping, and studios that bill monthly rather than taking payment session by session.
Invoices are entirely independent of Stripe. There is nothing to connect and no commission is taken — many studios pay a separate subscription to a third-party tool for exactly this.
Creating one
An invoice always starts from a sale:
Open the client's profile and go to Billing → Sales .
Create the sale as usual.
On the last step, where you'd normally register the payment, choose Send Invoice instead.
A preview comes up. You can still add a comment, and a payment link — from the dials icon at the top of the window — before sending. You can also pick one of your Marketing templates here as the covering message instead of writing one from scratch — for example "Hi, please find attached the invoice, thanks for your trust."
Click Create and send to email it to the client straight away, or just Create to generate the PDF without sending it yet.
Sending it needs an email address on the client's profile — add one first if they don't have one.
The invoice number is assigned automatically, and so is the tax: Bobclass applies the tax rate you set in Settings → Payments → Invoice & bank transfer details to the sale total. There is nothing to calculate by hand.
The details printed on it
The details printed on an invoice — beneficiary name, address, VAT number, tax ID — plus the tax rate applied to it, come from Settings → Payments → Invoice & bank transfer details. Fill that in before you issue your first one.
That covers who you're billing from. Who you're billing to is the client by default, but if they want the invoice made out to a company instead, turn on Use different billing details on their profile and fill in the company's name, Tax ID/VAT number and address — see Client profiles explained.
It is the same screen that supplies the transfer details a client sees when they pay by bank transfer in Bobclass Go, so if you have already set that up, your invoices are ready to go. See Payments.
Receipts
A receipt confirms money you have already received. It produces the same kind of PDF, and it is equally optional — create one when a client asks for it, or when your own bookkeeping needs it.
There is one rule: a receipt can only be created once the sale is marked Paid. If the option is not available, check the status of the sale — a bank transfer that a client has declared but you have not yet confirmed is still Unpaid. Mark it Paid first, then create the receipt.
Where to find them
Once issued, invoices and receipts appear in two places:
In the client's profile , under Billing → Invoices and Billing → Receipts — everything issued to that one client.
In Overview , under Invoices and Receipts — everything across all your clients. See The Overview tab .