Invoices
A guide to generating, sending, and tracking professional billing documents.
16 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.
Recurring Invoices
Learn about Creating and Managing Recurring Invoices in WIZniche
- Recurring Invoice List PageA map of the Recurring tab on your Invoices page, the dashlets and every table column.
- Setting Up a Recurring Invoice ScheduleA full walkthrough of turning an invoice into a recurring series, frequency, days, payment, and preview.
- Managing an Active Recurring SeriesEditing, pausing, resuming, and ending a series, plus what its statuses and badges mean.
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