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In this article, you will learn how to create and send invoices to your clients in Workiz.
Workiz allows both field techs and office dispatchers to easily create and send invoices to clients.
There are many ways to create an invoice in Workiz. Here, we will focus on creating an invoice from the navigation bar.
Creating an invoice
From the sidebar menu, select Add new… > Invoice
Decide if this is an invoice for a new client or an existing client
New client: Select Create New
Complete the Add new clients fields and select Save
Existing client: Enter the name of an existing client and select Create
Adding items to an invoice
From the invoice page, select Add Item
Decide if you are adding a new item or existing item:
New item: Enter the name of the item and select New Reusable Item “Item Name”
Complete the Add Job Items fields and select Save
Existing item: Select an item from the list
Repeat Steps 1-2 until you have added all the items for this invoice
Setting a due date for an invoice
Invoices will automatically set to be due on the day that they were created. If you want to offer your clients more time to pay an invoice, you can change the due date.
Select the field next to Due on
Choose the number of days you want to add to your due date and select OK
Adding extra information to an invoice
Under Invoice Notes, enter any relevant notes for this invoice
Next to Invoice Attachments, select Upload to include files relevant to this invoice
Sending an invoice and requesting payment
Note: In order to request a payment for this invoice using Workiz, you must first enable online payments by activating your Workiz Pay account. To learn more about Workiz Pay, please see this article.
Once you have added all the items for this invoice, select Send
Complete the Send invoice fields:
From: Your email address (email only)
To: Enter your client’s email address (email only)
CC: Enter any other email address that should receive the invoice (email only)
Subject: The subject line for the email containing the invoice (email only)
Phone: Your client’s phone number (text message only)
Message: The message your client will see in the text message or email containing the invoice
Let client pay with a credit card: Choose whether you want your client to be able to pay using a credit card online
Request signature: Choose whether you want to request a signature from your client
Advanced: Select Advanced and choose all of the invoice details you want your client to see
Select Send Email or Send Text as desired
What your clients will see
Your customers will receive an email or text message that includes your message and a link to view the invoice in the Workiz customer portal.
Tip: To customize the look of your invoices, please see this article.
Your invoice will automatically be marked as sent after you send it to your client. You will also see a timestamp of when the invoice was sent.
Need more help? See related articles below: