Who this is for: studio operators (admin panel) · Plan: all plans · Product: Podyx V2
Podyx generates clean, tax-correct invoices automatically. The key is a one-time setup: get your template, numbering, and billing fields right in Settings, and from then on every invoice is compliant, branded, and correctly numbered with zero manual work.
🎥 Watch the video explainer
Video walkthrough coming soon.
🔧 Where to find it
Set it up in Settings → Invoicing. See issued invoices in Admin Panel → Invoices.
📷 Screenshot: the invoicing settings, to add.
🧱 Set it up first (Settings → Invoicing)
Three things to configure before you issue your first invoice:
1. Template. This is the company information and tax label printed on every invoice. Set the document title (Invoice, or a custom title), your currency, the default tax rate and tax label (for example VAT), and your company details (name, legal address, Tax ID or VAT number, registration number, contact email, phone). Add footer notes (for example "Thank you for booking with us") and an invoice email subject, which supports variables like {{number}} and {{studio_name}}. Use Preview invoice to see the result. Note: template changes apply to future invoices only.
2. Numbering. Decide how invoice numbers are formatted: prefix (for example INV), separator, starting number, and minimum digits, plus options to include a year segment and reset numbering each calendar year. Important: numbering can only be changed before the first invoice in a series is issued. After that it locks, and to change the format you use Close current series and open new. The Series management panel shows your currently active series.
3. Customer billing details. Add custom fields to collect at checkout, separately for Individuals and Business clients. Each field has a label, a key, an input type, a Required toggle, and a Show on invoice toggle. These appear in the Bill to section of the invoice, for example Company VAT and Company Address for business clients, so your invoices carry exactly the details you (and your clients' accountants) need.
⚙️ Then it runs automatically
When a client pays (or a Pay Later booking is settled), the invoice or receipt is produced automatically using your template and the next number in the series. Totals always reflect the prices that were live at the time of booking, because catalog versioning means a later price change never rewrites an old invoice.
🧾 What is on it
Your company details and tax label, plus the client's details (including any billing fields you collect).
Line items, discounts and promo codes, and tax or VAT.
The total paid and the payment method and status.
📥 How clients get them
Clients receive their receipt by email (with your custom subject) and can view and download invoices from their own portal. You can find any invoice in the Invoices list and download it for your records or accounting.
🧠 Why it matters
A few minutes of setup buys you a lifetime of correct, professional, legally compliant invoices: properly numbered, tax-correct, branded, and carrying the right client details, with no manual bookkeeping. That is real time saved every month and clean books at year end.
⚠️ Things to double-check
Lock in your numbering format before issuing the first invoice in a series.
Company details, currency, and tax label are correct (they print on every invoice).
Your business billing fields capture VAT and address where you need them.
✅ Summary
Set the template, numbering, and billing fields once in Settings, and Podyx then issues itemized, tax-correct, correctly numbered invoices automatically, available to you and your clients.
Related: Tax, VAT & Currency · Versioning, Visibility & Archiving · Payments & Refunds