How To Create An Invoice With Wix

An invoice is an important document in any business transaction. It's a document that clearly states what a customer owes you for your services or products. Whether you're a small entrepreneur or part of a larger organization, having a reliable invoicing system can greatly impact your cash flow, customer relationships, and overall financial health. 

Creating an invoice might seem time-consuming and daunting, but with Wix, it's easier than you think. One of the main benefits of creating an invoice with Wix is that it's integrated with your site. This means that all your business information is automatically filled in, saving you time and reducing the risk of errors. To create an invoice with Wix, click 'Invoices' on your dashboard, enter your business details, fill out the invoice with products/services and customer info, then save as draft or send to the client via email. This guide saves you the trouble of creating professional invoices on your Wix site, simplifying your business and ensuring you get paid faster.

Step-by-Step Guide to Creating an Invoice with Wix

Wix Invoicing makes it easy to create professional-looking invoices for your business. You can quickly generate invoices, send them to clients, and track payments all from your Wix dashboard. Whether you're a new business owner or an experienced professional, Wix Invoicing offers a smooth and intuitive experience to get your invoices out quickly and efficiently.

Here's how you can get started.

Step 1: Click 'Getting Paid' and 'Invoices' on Your Wix Dashboard

On your Wix site's dashboard, click on the 'Invoices' tab on the left side menu. This will take you to the Wix Invoicing section where you can manage all your invoicing needs.

Step 2: Click 'Get Started' and Enter Your Business Details

Once in the 'Invoices' section, a window with a short description on the benefits of invoicing will appear. You can either learn more about invoices or click the 'Get Started' button. A new window will appear where you can enter your basic business information, such as your company name, email address, and logo. This info will appear at the top of all invoices you send. Click 'Add & Continue' once you've finalized your details.

Step 3: Enter Invoice General Details

You'll be taken to a new section where you can fill out your invoice's general details. Fill out the invoice details like the issue date, due date, customer name, and invoice title. The issue date is when you are creating the invoice, while the due date is when the payment is expected from the customer. The customer name field is where you enter the name of the client or company you are billing.

Then add the products or services being billed, along with quantities and prices. In this section, you list out the specific items or services you are charging for, such as consulting hours, products sold, or fees for work completed. For each item, you specify the quantity and the price per unit, which will automatically calculate the total amount for that line item.

You can also include notes, terms, and tax/discount info. The notes section allows you to add any additional information or instructions for the customer. The terms section is where you outline your payment policies, such as late fees or accepted payment methods. If applicable, you can also add tax rates or discounts to adjust the total amount owed.

Step 4: Click 'Save & Close' or 'Send Invoice'

Once you've completed the invoice, you have a few options. Click 'Preview' to review how it will look to your customer. If you want to send it later, click 'Save & Close'. To send it immediately, click 'Send Invoice'. Wix will generate a professional PDF invoice and email it to your client.

Advanced Features of Wix Invoicing

Wix Invoicing goes beyond simply generating and sending invoices. It offers a suite of advanced features designed to simplify your workflow, save you time, and gain valuable insights into your finances. These capabilities allow small businesses and freelancers to customize their invoices, automate repetitive tasks, accept online payments, track invoice status, and manage their finances on-the-go.

Here's the advanced features of Wix Invoicing and how they can benefit your business:

Customization

Wix Invoicing provides extensive customization options to personalize the look and content of your invoices. You can customize the header with your business details and logo, adjust the layout and color scheme to match your brand, and add custom terms, conditions, and footer notes. This helps you create professional-looking invoices that reinforce your company's identity.

Automation

To save time on administrative tasks, Wix Invoicing supports various automation features. You can set up recurring invoices to automatically bill clients on a schedule, trigger automated late payment reminders, and even automatically create Wix Stores orders when an invoice is paid. These automations help ensure your billing processes run smoothly.

Online Payment Integration

Wix Invoicing integrates with a wide range of popular online payment gateways, including PayPal, Stripe, Square, and various buy now, pay later services, in addition to Wix's own payment solution. These integrations allow your clients to conveniently pay invoices using their preferred payment method, such as credit/debit cards, digital wallets, or installment plans.

Payments are automatically recorded against the corresponding invoice in Wix, simplifying accounting and getting you paid faster. With over 80+ payment providers to choose from, you can select the options that best suit your business and location.

Tracking and Reporting

Gain valuable insights into your business performance with detailed tracking and reporting features. The Wix Invoicing dashboard provides comprehensive tracking and reporting capabilities. You can view the status of all your invoices, see which ones are paid, overdue, or still outstanding, and generate financial reports to help you manage your business finances. This visibility into your billing data is crucial for effective cash flow management.

Bulk Actions

To simplify common invoice management tasks, Wix Invoicing supports bulk actions. You can download multiple invoices as PDFs, export invoice data to CSV, duplicate existing invoices, and even void or delete multiple invoices at once. These bulk features save time and improve efficiency when handling large volumes of invoices.

Mobile Access

Manage your invoices on the go with Wix Invoicing's mobile app. Access your invoice dashboard, view client information, and even send invoices directly from your smartphone or tablet. This flexibility ensures you can stay on top of your finances anytime, anywhere.

Recurring Invoices

For clients who require regular invoicing, Wix Invoicing's recurring invoice feature automates the process. You can set up invoices to be sent automatically on a schedule, such as monthly or quarterly. This ensures your clients receive their invoices promptly and helps you maintain a steady cash flow.

Conclusion: How To Create An Invoice With Wix

Mastering the art of invoicing is a big step in establishing a well-organized and financially sound business. With Wix Invoicing, you have access to a powerful tool that can transform your invoicing process, helping you save time, improve cash flow, and project a professional image to your customers. With features like customizable templates, online payments, and automated workflows, Wix makes it easier than ever to manage your finances and stay on top of your cash flow. 

This guide equips you with the knowledge to confidently go through your Wix invoice system, saving you valuable time and minimizing errors. Remember, a professional invoice reflects well on your business. For an extra touch, consider adding your company logo and customizing the invoice layout to match your brand. Keep track of your invoices, send reminders for overdue payments, and maintain good communication with your clients. With Wix Invoicing, you have all the tools you need to take control of your finances and take your business to new heights.