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.
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 responsible party for payment, in case you have multiple customers.
+ Customer: You can add multiple contacts to a single invoice if needed.
Enter Emails: Allows you to add additional email as CC for that invoice.
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 address you've added is for a shipping address.
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.