Invoice List Page on WIZniche Mobile
The Invoice List Page in WIZniche Mobile helps you keep track of all billing activity, from unbilled items to completed payments, directly from your mobile device.
Here’s how to navigate and manage invoices efficiently.
Accessing Invoice List Page
From the home screen, tap on the Invoices card to view the total value of all invoices associated with your business.
Viewing Invoice List
The Invoices page displays a scrollable list of all invoices. Each entry shows:
Invoice ID and customer name
Service item(s) linked to the invoice
Date of issue
Invoice status (Unbilled, Current, Paid, etc.)
Associated amount
You can quickly search for specific invoices using the search bar at the top.
Applying Filters
To find what you need faster, use the filter icon in the top right. You can filter invoices based on:
Employee
Customer Type
Status (Draft, Current, Unbilled, Paid, Overdue, Cancelled)
Date
These filters allow you to sort and locate invoices by specific criteria quickly and easily.
Managing Individual Invoices
Tap on any invoice to view full details. The invoice detail screen includes:
Customer name and invoice ID
Total amount, balance due, invoice date, and due date
Assigned employee
Line items, taxes, discounts, tips, service fees, and deposit breakdown
Invoice status (e.g., Draft, Paid)
You can take several actions from this screen:
Draft: Save invoice as a draft
Send: Share the invoice with the customer
Pay: Initiate or record payment
Sign: Collect signature if required
Make any updates you need, then tap Save to apply changes.