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In this article, you will learn how to manage and track your invoices in Workiz.
Workiz makes it easy to manage your invoices. Keeping track of your financial records will help you stay organized and ensure you’re getting paid on time.
Tracking your invoices
From the sidebar navigation, select Invoices
The Invoices page will provide you with four statuses to filter from:
Paid: An invoice was sent and paid
Due: An invoice is unpaid but still within the due date
Overdue: An invoice has gone unpaid past the due date
Unsent: An invoice has been created but not sent
The Invoices page also offers widgets that provide a snapshot of:
The amount of money linked to invoices that are Due
The amount of money linked to invoices that are Overdue
The number of invoices that have been created but are Unsent
The number of jobs that still require invoices
Select the status dropdown menu and choose Unsent
Select the invoice(s) you want to send to your client(s) and select Send invoice
Tip: You can perform bulk actions to send multiple invoices at once.
The Invoices page is also a great place to not only see how many jobs still need invoices, but generate invoices as well.
Select the Need invoices widget
Select the job(s) you want to generate an invoice for and select Generate invoice
Tip: You can perform bulk actions to generate multiple invoices at once.
Select Create X invoices
Manually sending reminders for overdue invoices
Workiz also makes it easy to follow up on overdue invoices by letting you send your clients a reminder of their outstanding balance.
Tip: While you can manually send clients reminders of overdue invoices, you can use Workiz Automations to automatically do this for you. For more information on how Workiz Automations can save you time and money, please see this article.
Select the status dropdown menu and choose Overdue
Select the invoice(s) you want to remind your client(s) about and select Send reminder
Tip: You can perform bulk actions to send reminders for multiple invoices at once.
Manually marking invoices as sent
While Workiz makes it easy to send invoices from both desktop and mobile, you may run into a situation where you need to send an invoice from outside of the software from time to time. Workiz lets you keep track of those invoices as well by allowing you to manually mark invoices as sent without having to bug your clients again.
Select the dropdown menu and choose Unsent
Select the invoice(s) you want to mark as sent and select Mark sent
Filtering invoices by timeframes
The number of invoices available on your Invoices page is only likely to increase over time. To make it easier for you to find specific invoices, Workiz allows you to filter from specific time frames.
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