Wix Invoices
What is Wix Invoices?
Wix Invoices is a tool integrated into the Wix dashboard for invoicing and financial management. It allows freelancers, agencies, and small businesses to easily create and send professional invoices and price quotes to their clients. The service fully automates the billing process: from creating the document to tracking its status (sent, viewed, paid) and accepting online payments. This simplifies financial operations and helps businesses get paid faster.
How to use Wix Invoices in your work?
You use Wix Invoices directly from your site's dashboard. You create a new invoice, selecting a client from your Wix CRM database or adding a new one. Then you add line items—products or services—with descriptions and prices. The invoice can be customized with a logo, taxes, and discounts. After that, you send it to the client via email. The client receives a professionally designed email with a link to the invoice, where they can immediately pay it online using a credit card or other available methods. You can also create price quotes that the client can approve online, and then convert them into an invoice with a single click.
What advantages does it provide and what problems does it solve?
The main advantage of Wix Invoices is its simplicity and integration. The service solves the problem of manually creating invoices in Word or Excel and sending them by mail, which is inconvenient and unprofessional. It automates payment tracking, saving you from having to manually check your bank account for payments. The platform solves the challenge of quick payment acceptance by providing clients with convenient online payment options. This significantly shortens the payment cycle. For business owners, it is a centralized tool for managing accounts receivable that helps maintain a healthy cash flow. Ultimately, you spend less time on administrative work and more on growing your business.
How to integrate Wix Invoices with other services?
Wix Invoices is a financial component tightly linked with other Wix business tools. For payment acceptance, it directly uses Wix Payments, ensuring a seamless payment process for the client. The service is fully integrated with Wix CRM: it uses your contact base to select clients and automatically updates their interaction history. You can issue invoices for services rendered through Wix Bookings or for custom projects. For Sales Directors and their teams working in Wix Pipelines, creating an invoice can be the final stage of a deal. All transactions processed through Wix Invoices are reflected in your site's overall financial analytics.
