Why is this important?
In WIZniche, invoices aren't just requests for payment; they are complete, trackable records of your work. By building detailed invoices, you ensure transparency with your customers, track inventory usage, enforce quality control via checklists, and secure payments faster.
Step 1: Start a New Invoice
From your Dashboard, click the green (+) Create button in the sidebar.
Select Invoice from the menu.
The Create Invoice page will open, ready for details.
Step 2: Basic Setup
At the very top of the form, define the timeline and status:
Service Date: Select the date the work was performed.
Due Date: Choose when the payment is due (e.g., Net 30).
Status: Starts as Pending and updates automatically as you progress (to Draft, Open, etc.).
Preview: Click this at any time to see the PDF version your client will receive.
Step 3: Customer & Location Details
Customer Section
Add Customer: Start typing to find an existing client or create a new one.
Notify: Check the Send box to ensure this person receives the email.
Paid By: Designate the specific contact responsible for payment.
+ Customer: You can add multiple contacts to a single invoice if needed.
Location Section
Service Location: Search for the property or create a new address.
Google Preview: A Street View preview will appear to confirm the location.
Shipping Location: Toggle this on if the items are being shipped to a different address.
Step 4: Building the Line Items
This is where you define what you are charging for.
Add Items: The invoice starts with one row. Use the Add Item dropdown to insert:
Service Items
Inventory Items
Warranty Plans
Service Plans
Customize: Adjust the Quantity and Price.
Scope of Work: Use the description field to add specific notes about the service performed.
Taxable: Check or uncheck this box to apply sales tax to specific items.
Totals & Fees Below the items, you can verify the Subtotal and apply:
Discount: Add a fixed amount ($) or percentage (%) off.
Tax: Auto-calculated based on your settings.
Service Fee / Tip: Optional fields if enabled in your company settings.
Step 5: Signatures & Payments
Collecting Signatures You can collect a digital signature directly on the device.
Click + Signature (or Actions > Sign).
The system records the signature, the name of the signer, and a timestamp for security.
Recording Payments You can record partial deposits or full payments immediately.
Click + Payment (or Actions > Pay Invoice).
Enter the Amount and Method (Credit, Check, Cash).
Once the balance reaches $0, the status automatically changes to Fully Paid.
Step 6: Advanced Features
Child Invoices (Quick Duplicate) Next to the invoice number in the header, click the (+) button. This creates a "Child Invoice"—a copy of the current invoice with the same customer details but a new number. This is perfect for recurring work.
Notes & Attachments
Notes: Add internal comments for your team.
Attachments: Upload photos or PDFs. Toggle the option to include these files in the email sent to the customer.
Checklists If you have standard operating procedures, you can attach a Checklist from your settings (e.g., "Final Safety Check"). This ensures your team follows standards before the invoice is finalized.
Step 7: Actions Menu
The Actions menu in the footer offers essential tools:
Activity Log: See a timestamped history of every edit and payment.
Download Invoice: Save a PDF copy.
Delete Invoice: Remove the record (only available for certain statuses).
Need more help?
We are here to assist you! Reach out to us at [email protected] or click the Blue WIZchat Messenger icon in the bottom corner of your screen to chat with our team live.