Wix is a popular platform for easy website development, customization, and routine management. If you are researching “How Do Wix Invoices Work,” we have a few easy steps to get started tracking, automating, and receiving payments from your customers. With tools like Wix invoices and Wix Quotes, business owners can track their budget, expenses, and income as payments are received. Wix has a built-in CRM called Ascend, which allows you to manage client transactions all in one place, saving you time and energy down the line. Here’s an easy how-to guide that breaks down how to send invoices on Wix easily and Wix invoice help tips.
How to Set Up Invoices on Wix:
If you want to access most invoicing features, you will have to pay for a Premium plan on Wix. The Ascend package includes multiple Wix applications with several pricing tiers available for upgrade. Here are the simple steps for setting up the Wix invoice generator.
Go to Settings on your Wix dashboard.
Go down to eCommerce and Finance.
Click on invoices and quotes.
You'll see three general details at the top of the page: company ID, currency, and default payment terms.
You’ll need to fill in your company ID if your location requires that. Continue filling in the remaining two general details. For example, you can select due on receipt for default payment terms.
The following section is taxes. If you have taxes, you want to be applied to every invoice and quote, enter them here. This will automate the process and keep every order uniform to your tax requirements.
If you upgraded to the Ascend package, you can remove Ascend branding from your emails, invoices, prices, and quotes at the bottom of the page. Click this if it applies to your business.
This section lets you edit your invoice details. Change your invoice number if desired. You can pick a random number or leave the one provided.
Review your business logo. The logo will come from your Business logo settings, but you can change it if you need to.
When you’re ready to send an invoice, fill in the document details like the due date and issue date. We will break down how to send your first invoice later in the article.
There is an area to fill in your business info and default notes.
Wix generations a template on the right side as you add information. This makes it easy to preview your invoice and make alterations. The invoice tab is fairly self-guided and lets you easily send payments or customize invoice emails for your clients. The Wix invoice generator is intuitive and makes it easy for beginners.
If you want to send customers a quote, then have an invoice sent automatically once they accept it; this is the area where you can set that up. This is beneficial for new customers or people you aren’t comfortable sending a direct invoice to upfront.
This is the last tab under invoices and quotes. This allows you to automate emails and messages when you’re away, which can be a time-saver in the long run.
Some example automations include:
Email customers one week before their quote expires.
Remind customers that an invoice is due in 1 week.
Notify customers via email that a quote expires tomorrow.
Wix Invoicing Help: How to Send Your First Invoice
Go to Finance on the left side of your dashboard, and click Invoices.
Enter your business name and business email for invoices if you haven’t already.
Click Get Started when you’re ready; it will take you to your new invoice.
There’s an option to put a single payment or set up a recurring auto-payment. I’ll walk you through single payment first.
Choose a contact for your customer. You don’t need them to be a previous customer, but you do need their email information. You will have the option to add additional contacts, if applicable.
Title your invoice.
Add an invoice item under product or service. This will allow you to add the title, description, and price.
If you have booking services connected to your Wix account, they will all appear under the product or services tab. This makes it easy to send previous services. Once you create an invoice template, it will appear in the drop-down menu for easy access.
You can add notes and legal terms to your invoice. If you have terms and conditions, it’s a good rule of thumb to paste them into this section.
Preview your invoice. It should include your logo, business information, due date, and all the details you added along the way.
Click send on your invoice. Once you do this, it will allow you to edit the message that’s included in your invoice email.
Once you send invoices, they will appear in your invoice tab. You can send a reminder, archive them, void them, etc.
This screen will show you when the invoice has been viewed, and you’ll receive a notification upon client acceptance of the invoice.
Tips For How to Use the Wix Invoice Generator Easily
• Take advantage of the automation aspect of the Wix invoice generator. This includes reminders, additional tax, and your invoice templates. Once you get all of this setup, they will be helpful and time-saving in the future. Most invoicing is easy to keep up with if you put a little time in upfront.
• You can automatically turn on some Wix automations for invoices and quotes. Once you set this up, for example, a reminder email, you’ll never have to worry about tracking down clients. This makes managing your business a lot easier, so make sure to optimize these features from the beginning if they interest you.
• Keep in mind that it’s not possible to split payments in Wix invoices as of today. You’ll need to treat every invoice separately when sending it to your clients.
Were you wondering how Wix do invoices work? Hopefully, this article created a solid foundation for getting started with Wix invoice help tips and guidance. This is the fundamental groundwork you need, but there are more advanced options available that we will discuss in later articles.