Pārdošanas CRM

Create and Send an Invoice

Raise an invoice for a customer, email it with a link they can pay from, and record the payment when it arrives.

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An invoice in Wizard Application is tied to a customer, so their billing details fill in for you and every invoice, payment and order sits on their record. Numbering, tax and totals are worked out as you go.

Before you start

To let customers pay online, connect Stripe or PayPal once: open Settings from the gear icon in the top bar, choose Integrations and connect the payment provider you use. You can still send invoices without one and record payments by hand.

Create the invoice

  1. Open Invoices

    In the sidebar, open Sales and choose Invoices. Then select New Invoice.

  2. Choose the customer

    Pick the Customer. Their name, email and address copy into the billing details, which you can change for this invoice only, for example to send it to their accounts team.

  3. Check the dates and currency

    The Issue Date is today and the Due Date is 30 days later. Change either if your terms are different, and pick the Currency you are billing in.

  4. Add what you are charging for

    Use Add product to pick something from your product list, Add Item to type a line of your own, or Add from time tracking to bill the customer's unbilled hours. Set the quantity and unit price on each line.

  5. Apply tax and any discount

    Choose a Tax Rate and enter a Discount if you are giving one. The subtotal, tax and total update as you go.

  6. Add notes and terms

    Notes and Terms & Conditions print on the invoice, so they suit bank details or late payment terms. Internal Notes are for your team and the customer never sees them.

  7. Create it

    Select Create. The invoice is saved as a draft with its own number, and you can keep editing it until it is paid or cancelled.

Send it

On the invoice, select Send to Customer. Wizard Application emails the billing email address with the invoice number, the amount due, the due date and a secure link where your customer can view the invoice and pay it by card or PayPal. The invoice then shows as Sent, and as Viewed once they open the link.

Want to change the wording of the email? Open Settings, choose Email Templates and edit the Invoice template. The payment link is always included, even if you remove it from the text.

You can also share the invoice yourself. The Payment Link on the invoice has a copy button, and Download PDF gives you a printable copy.

Get paid

  • Paid online. When your customer pays through the link, the invoice is marked paid and the payment is listed under its transactions.
  • Paid another way. Select Mark as Paid, choose how they paid (bank transfer, card, cash, cheque or other) and add the payment reference.
  • Paying over the phone. Select Pay to take their card payment yourself.

If the due date passes and the invoice is unpaid, it shows as Overdue with the number of days, on the invoice and in your invoice list.

How many invoices your plan includes

Starter includes 5 invoices a month and Standard includes 50. Professional and Enterprise have no limit. The count starts again on the first of each month.

For more on what the invoicing tools can do, see invoicing in Wizard Application.

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