Invoices
A guide to generating, sending, and tracking professional billing documents.
13 articles
Basics
Basics of Invoice Workflow in WIZniche!
Invoice: How to Create a New Invoice and Add CustomersA step-by-step guide to starting a new bill and setting up basic details.
Invoice: Adding line items, services, taxes and discounts to an InvoiceHow to define charges, quantities, apply taxes and offer discounts.
Invoice: Add Service and Due Dates to your InvoicesLearn how to add a service/due date for your WIZniche invoices.
Invoice: How to Manually Record Payment on an InvoiceLogging partial or full payments to keep books balanced.
Invoice: How to Collect a Digital Signature on an InvoiceThis guide explains how to capture digital signatures on-site for an invoice.
Invoice: Adding Notes and Attachments to InvoicesEnhancing records with internal comments and files you can keep internal or send to your customers.
Invoice: How to Sync Invoices to QuickBooksIntegrating your billing data with quickbooks.
Invoice: How to Delete an InvoiceRemoving an invoice record from the system.
Invoice: Viewing the Invoice Activity LogTracking the history of actions on your invoice.
Managing Invoices
Learn how to manage your Invoices in WIZniche!
Invoice: How to View and Filter the Invoice List PageUsing search and tabs to find specific invoice records.
Invoice: Customizing the Invoice List Page ColumnsConfiguring the list view to show relevant data.
Invoice: Exporting and Printing Invoice List PageGenerating reports and external files from your invoice list.
Advanced
Advanced Invoice Workflows in WIZniche
Invoice: Using and Adding Checklists on InvoicesEnforcing standard operating procedures before billing.