You can issue receipts to provide proof of payment for your clients. Receipts are distinct from invoices and help streamline your business transactions.Customizing your receipt settingsYou can persona...

Wix Receipts: Setting Up Your Receipts

<div data-component-type="text"><div>You can issue receipts to provide proof of payment for your clients. Receipts are distinct from invoices and help streamline your business transactions.</div></div><div data-component-type="image"><div class="img-container" style="text-align:center"><img src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/8769cf44-f342-494c-b25f-cc98c9da3e82/2025/02/09/132f0470-e2ad-4a41-b9ac-2909ca8bd31b/be1266c8-d65f-47c4-b12c-dbc9a7d39f6f.jpg" alt="Screenshot of a sample receipt generated through Wix Receipts" /></div></div><div data-component-type="line"><hr line-style="thin" /></div><div data-component-type="heading"><h2 id="" level="3">Customizing your receipt settings</h2></div><div data-component-type="text"><div>You can personalize your receipts by adjusting the information, design, and branding to align with your business identity. These settings are managed independently and apply uniformly to all receipts generated from your site.</div></div><div data-component-type="text"><div>Once you've finished customizing your receipts to suit your business needs, you can start <a data-composite="true" href="https://support.wix.com/en/article/wix-receipts-issuing-receipts" target="">issuing receipts</a>.</div></div><div data-component-type="informative"><div class="info-container" info-color="green"><div class="info-title">Before you begin:</div><div class="info-content"><div>The address, logo, and contact details that appear at the top of your receipts are taken from your site's business information. Before you start customizing, <a data-composite="true" href="https://support.wix.com/en/article/adding-your-sites-business-information" target="_blank">make sure your business info is entered and up to date</a>.</div></div></div></div><div data-component-type="heading"><h2 id="" level="4">To customize your receipts:</h2></div><div data-component-type="text"><ol>
  <li><a data-composite="true" href="https://manage.wix.com/my-account/site-selector/?siteType=HtmlWeb&amp;actionUrl=https://www.wix.com/dashboard/{{metaSiteId}}/receipts?referralInfo=settings-lobby?&amp;title=Select%20a%20site&amp;buttonText=Go+to+Receipt+Settings" target="_blank">Go to Receipt Settings</a> in your site's dashboard. </li>  <li>Choose what to customize:</li></ol></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">Design</h4><div class="collapsible-content"><div>Customize the appearance of your receipts by selecting fonts, dividers, and more.</div><div><br /></div><div><strong>To customize the design of your receipt:</strong></div><ol>
  <li>Click <strong>Customize</strong> next to <strong>Design</strong>. </li>  <li>Click the relevant option in the side panel to customize your receipt:
    <ul>
      <li><strong>Templates:</strong> Select a template for your receipts. </li>      <li><strong>Text:</strong> Click to customize the headline, title, body text and item text.</li>      <li><strong>Dividers:</strong> Select the relevant color and style for the dividers on your receipts. </li>      <li><strong>Image:</strong> Click if you'd like to upload an image and select the relevant resizing option.<br />
<strong>Tip: </strong>The image appears at the bottom of the receipt.</li>    </ul>  </li>  <li>Click <strong>Apply</strong>. </li></ol><div><br /></div><div><img data-composite="true" src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/6c3762e1-9c1a-4295-a5a9-bf8de5216635/2025/01/16/2f8df1fd-0273-420f-a787-7ceb1a34db8b/3c72963b-b0bd-4e86-8c1b-0ac32d6209e4.png" alt="A screenshot showing how to customize the design of your receipt." /></div></div></div></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">Numbering</h4><div class="collapsible-content"><div>Numbers are unique and increase by 1 with each new receipt, but you can customize them by adding a prefix and/or suffix. </div><div><br /></div><div><strong>To customize your receipt numbering:</strong></div><ol>
  <li>Click <strong>Numbering</strong>. </li>  <li>(Optional) Click the <strong>Edit</strong> icon <img data-composite="true" src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/8769cf44-f342-494c-b25f-cc98c9da3e82/2025/02/09/77250b49-0bd9-41e6-a0f1-a80e3768de18/af06af1f-2325-4703-b407-3636e5fa556f.png" /> to select a starting number for your receipts.<br />
<strong>Note: </strong>Once the starting number is set, it can't be changed to a lower number.  </li>  <li>Enter the relevant information in the <strong>Prefix</strong> and <strong>Suffix</strong> fields under <strong>Add text to receipt number</strong>. For example, you can add the current year as a prefix or your initials as a suffix. </li></ol><div><br /></div><div><img data-composite="true" src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/6c3762e1-9c1a-4295-a5a9-bf8de5216635/2025/01/16/818236db-2f77-436e-a459-46124871dca6/d9fe6724-13d7-4df2-a340-d46bdf8fd9d2.png" alt="A screenshot showing the customization options for numbering on your receipts." /></div></div></div></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">Header fields</h4><div class="collapsible-content"><div>At the top right of your receipt, you'll see the word 'Receipt' next to the receipt number. You can edit this word. In addition, you can add custom text to provide customers with additional information.</div><div><br /></div><div><strong>To customize the header fields on your receipts:</strong></div><ol>
  <li>Click <strong>Header fields</strong>. </li>  <li>(Optional) Edit the <strong>Receipt title</strong>. </li>  <li>(Optional) Click <strong>+ Add Custom Field</strong> to include additional text.  </li></ol><div><br /></div><div><img data-composite="true" src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/8769cf44-f342-494c-b25f-cc98c9da3e82/2025/02/09/75a915df-de0a-4023-8b1b-597054917c12/89dfec44-4ffb-40e8-8bb8-a38a2f7aeb40.jpg" alt="A screenshot showing how to customize the header fields on your receipts." /></div></div></div></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">Business info</h4><div class="collapsible-content"><div>The details you see in this section are taken from your site's <a data-composite="true" href="https://support.wix.com/en/article/adding-your-sites-business-information" target="">business info</a>. You can edit this business info, hide details, or add custom fields (e.g. Tax ID, IBAN) that you want to appear in your receipts.</div><div><br /></div><div><strong>To customize what business details you display on your receipts:</strong></div><ol>
  <li>Click <strong>Business info</strong>.</li>  <li>Click the toggles next to the types of contact details to show or hide them.</li>  <li>(Optional) Use the additional fields to include more business information such as your LinkedIn, social media profiles or website URL. You can click <strong>+ Add Custom Field</strong> to include more information. </li></ol><div><br /></div><div><img data-composite="true" src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/8769cf44-f342-494c-b25f-cc98c9da3e82/2025/02/09/af5708f4-3ae3-4192-9e4a-bb4087c942b9/11f5d01e-770c-41ed-a86c-8fafe7c17a27.jpg" alt="A screenshot showing the customization options for the business info on your receipts." /></div></div></div></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">Customer details</h4><div class="collapsible-content"><div>Choose which customer details you wish to include on your receipt. Missing details won't appear in the final receipt.</div><div><br /></div><div><strong>To customize the customer details you include on your receipts: </strong></div><ol>
  <li>Click <strong>Customer details</strong>. </li>  <li>Click the toggles next to the relevant customer details to show or hide them.</li></ol><div><br /></div><div><img data-composite="true" src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/6c3762e1-9c1a-4295-a5a9-bf8de5216635/2025/01/16/2a7137f4-a86f-4e43-8219-075ab8f09ca6/40cbc57f-dc2b-4181-b7b4-801eab2c39ff.png" alt="A screenshot showing the toggles to control the customer details you want to include on your receipts." /></div></div></div></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">Item and tax display</h4><div class="collapsible-content"><div>Choose how you want to display item information and tax information on your receipts. </div><div><br /></div><div><strong>To show or hide information: </strong></div><ol>
  <li>Click <strong>Item and tax display</strong>. </li>  <li>Select the checkboxes next to the options you want to display.</li></ol><div><br /></div><div><img data-composite="true" src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/6c3762e1-9c1a-4295-a5a9-bf8de5216635/2025/01/16/10cde91f-822a-45f8-a855-a2be73e9521b/44737696-1ea6-46ef-986f-9935df8faf28.png" alt="A screenshot showing the available display options for line items and tax on your receipts." /></div></div></div></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">Footer notes</h4><div class="collapsible-content"><div>Add notes or terms for your customers, such as your return policy. These notes appear at the bottom of your receipts.</div><div><br /></div><div><img data-composite="true" src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/8769cf44-f342-494c-b25f-cc98c9da3e82/2025/02/09/c8447b48-c38f-4202-b003-dee7137fb398/8cc0a466-79ae-4469-926c-c39f6dcb4f1c.jpg" alt="A screenshot showing the footer note options for receipts." /></div></div></div></div>

Wix Receipts lets you generate and send official proof of purchase to your customers once a payment is successfully processed for orders, invoices, or pay links. This helps you keep clear records and ...

Wix Receipts: Issuing Receipts

<div data-component-type="text"><div>Wix Receipts lets you generate and send official proof of purchase to your customers once a payment is successfully processed for orders, invoices, or pay links. This helps you keep clear records and provides your customers with peace of mind. </div><div><br /></div><div>Imagine a customer buying a handmade necklace from your online store; with Wix Receipts, they receive a professional receipt instantly, confirming their payment and making your business look more credible.</div></div><div data-component-type="image"><div class="img-container" style="text-align:center"><img src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/8769cf44-f342-494c-b25f-cc98c9da3e82/2025/02/09/132f0470-e2ad-4a41-b9ac-2909ca8bd31b/be1266c8-d65f-47c4-b12c-dbc9a7d39f6f.jpg" alt="Screenshot of a sample receipt generated through Wix Reciepts" /></div></div><div data-component-type="informative"><div class="info-container" info-color="green"><div class="info-title">Before you begin:</div><div class="info-content"><div>Customize your receipts before you start issuing them to make sure they show your branding and contain the details you want to include. Learn how to <a data-composite="true" href="https://support.wix.com/en/article/wix-receipts-setting-up-your-receipts" target="_blank">customize receipts</a>.</div></div></div></div><div data-component-type="line"><hr line-style="thin" /></div><div data-component-type="heading"><h2 id="issuing-receipts-manually" level="3">Issuing receipts manually</h2></div><div data-component-type="text"><div>Receipts are PDFs created for payments you received. You can create receipts for funds collected through:</div></div><div data-component-type="text"><ul>
  <li><strong>Orders: </strong>Paid <a data-composite="true" href="https://support.wix.com/en/managing-your-orders-6070355" target="_blank">orders</a> generated through Wix Stores, Wix Bookings, Wix Restaurant Orders (New), or Wix Donations</li>  <li><strong>Invoices: </strong>Paid invoice requests issued through <a data-composite="true" href="https://support.wix.com/en/article/wix-invoices-about-wix-invoices" target="_blank">Wix Invoices</a></li>  <li><strong>Pay Links: </strong>Paid pay link requests issued through <a data-composite="true" href="https://support.wix.com/en/article/wix-pay-links-creating-and-managing-pay-links" target="_blank">Pay Links</a></li></ul></div><div data-component-type="tabs"><div class="tabs-wrapper"><div class="headings-wrapper"><div data-slug="Orders-tab" class="tab-heading heading-0">Orders tab</div><div data-slug="Invoices" class="tab-heading heading-1">Invoices</div><div data-slug="Pay-Links" class="tab-heading heading-2">Pay Links</div></div><div class="tab-contents-wrapper"><div class="tab-content"><div data-component-type="text"><ol>
  <li><a data-composite="true" href="https://www.wix.com/my-account/site-selector/?buttonText=Manage%20Orders&amp;title=Select%20a%20Site&amp;autoSelectOnSingleSite=true&amp;actionUrl=https://www.wix.com/dashboard/{{metaSiteId}}/store/orders" target="_blank">Go to Orders</a> in your site's dashboard.</li>  <li>Click the relevant paid order.</li>  <li>Click the <strong>More Actions </strong>drop-down.</li>  <li>Select <strong>Manage receipts</strong>.</li>  <li>Click <strong>Create receipt</strong>. </li>  <li>Download, print, or email the receipt using the links at the top.</li></ol></div><div data-component-type="informative"><div class="info-container" info-color="green"><div class="info-title">Tip:</div><div class="info-content"><div>If an order was paid for using more than 1 payment method, receipts are created per payment.<br />
<img data-composite="true" src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/8769cf44-f342-494c-b25f-cc98c9da3e82/2025/02/06/7aa0627c-07f8-4ea0-a727-beed60dffaae/5c2affcc-cccf-4327-b8a2-0ea4a6b943ea.png" /></div></div></div></div></div><div class="tab-content"><div data-component-type="text"><ol>
  <li><a data-composite="true" href="https://users.wix.com/login/select-workspace?redirect_to=https://manage.wix.com/partners-dashboard/redirect-to/invoices" target="">Go to Invoices</a>. </li>  <li>Click the relevant paid invoice.</li>  <li>Click <strong>More Actions</strong>.</li>  <li>Select <strong>Issue receipt</strong>.</li></ol></div></div><div class="tab-content"><div data-component-type="text"><ol>
  <li><a data-composite="true" href="https://manage.wix.com/my-account/site-selector/?siteType=HtmlWeb&amp;actionUrl=https://www.wix.com/dashboard/{{metaSiteId}}/payment-links?&amp;title=Select%20a%20site&amp;buttonText=Create+Pay+Link" target="_blank">Go to Pay Links</a> in your site's dashboard.</li>  <li>Click the <strong>Issue Receipt</strong> icon<img data-composite="true" src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/8769cf44-f342-494c-b25f-cc98c9da3e82/2025/02/09/db1e924d-8105-4634-b35b-e4eb0d70e57b/85bd92e7-a648-43a9-8e68-f07d5f0b23b3.jpg" />next to the relevant payment.</li></ol></div><div data-component-type="image"><div class="img-container" style="text-align:center"><img src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/8769cf44-f342-494c-b25f-cc98c9da3e82/2025/02/10/db6a0f3a-34ff-419d-800e-0e12830081f9/335d9790-95ee-4fdf-a62c-08e730ade40c.jpg" alt="Screenshot of the Pay links page in Wix with the Issue Receipt button indicated" /></div></div><div data-component-type="text"><ol>
  <li>Download, print, or email the receipt using the available links.</li></ol></div></div></div></div></div><div data-component-type="line"><hr line-style="thin" /></div><div data-component-type="heading"><h2 id="viewing-your-issued-receipts" level="3">Viewing your issued receipts</h2></div><div data-component-type="text"><div>You can go back to receipts you've already created to view them yourself or to send to your customer.</div></div><div data-component-type="tabs"><div class="tabs-wrapper"><div class="headings-wrapper"><div data-slug="Orders-tab-0" class="tab-heading heading-0">Orders tab</div><div data-slug="Invoices-1" class="tab-heading heading-1">Invoices</div><div data-slug="Pay-Links-2" class="tab-heading heading-2">Pay Links</div></div><div class="tab-contents-wrapper"><div class="tab-content"><div data-component-type="text"><ol>
  <li><a data-composite="true" href="https://www.wix.com/my-account/site-selector/?buttonText=Manage%20Orders&amp;title=Select%20a%20Site&amp;autoSelectOnSingleSite=true&amp;actionUrl=https://www.wix.com/dashboard/{{metaSiteId}}/store/orders" target="_blank">Go to Orders</a> in your site's dashboard.</li>  <li>Click the relevant paid order.</li>  <li>Click the <strong>More Actions </strong>drop-down.</li>  <li>Select <strong>Manage receipts</strong>.</li>  <li>Click <strong>View receipt</strong>.<br />
<strong>Note:</strong> If more than one payment method was used, select the receipt you want to view.</li>  <li>(Optional) Download, print, or email the invoice using the links at the top.</li></ol></div></div><div class="tab-content"><div data-component-type="text"><ol>
  <li><a data-composite="true" href="https://users.wix.com/login/select-workspace?redirect_to=https://manage.wix.com/partners-dashboard/redirect-to/invoices" target="">Go to Invoices</a>. </li>  <li>Click the relevant paid invoice.</li>  <li>Click <strong>More Actions</strong>.</li>  <li>Select <strong>View receipt</strong>.</li></ol></div></div><div class="tab-content"><div data-component-type="text"><ol>
  <li><a data-composite="true" href="https://manage.wix.com/my-account/site-selector/?siteType=HtmlWeb&amp;actionUrl=https://www.wix.com/dashboard/{{metaSiteId}}/payment-links?&amp;title=Select%20a%20site&amp;buttonText=Create+Pay+Link" target="_blank">Go to Pay Links</a> in your site's dashboard.</li>  <li>Click the <strong>View Receipt</strong> icon <img data-composite="true" src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/8769cf44-f342-494c-b25f-cc98c9da3e82/2025/02/09/db1e924d-8105-4634-b35b-e4eb0d70e57b/85bd92e7-a648-43a9-8e68-f07d5f0b23b3.jpg" /> next to the relevant payment.</li>  <li>Download, print, or email the receipt using the available links.</li></ol></div></div><div class="tab-content"><div data-component-type="text"><div><br /></div></div></div></div></div></div>

Wix Receipts is a payment confirmation system. Accounting regulations vary by region, so be sure that your receipt adheres to your local laws.Tips:
  Learn more about managing your receipt settings an...

Wix Receipts Disclaimer

<div data-component-type="text"><div>Wix Receipts is a payment confirmation system. Accounting regulations vary by region, so be sure that your receipt adheres to your local laws.</div></div><div data-component-type="informative"><div class="info-container" info-color="green"><div class="info-title">Tips:</div><div class="info-content"><ul>
  <li>Learn more about <a data-composite="true" href="https://support.wix.com/en/article/wix-receipts-adding-and-setting-up-your-receipts" target="_blank">managing your receipt settings</a> and the available customizations.</li>  <li>Explore our <a data-composite="true" href="https://www.wix.com/app-market/category/ecommerce/accounting?referral=menu_navigation" target="">accounting apps in the Wix App Market</a> for additional financial integrations to enhance your financial management capabilities.</li></ul></div></div></div>

Provide professional quotes for your products or services, outlining what the charges are, any applicable taxes and discounts, and any important notes or terms. To ensure seamless order management, yo...

Wix Price Quotes: Creating a Price Quote

<div data-component-type="text"><div>Provide professional quotes for your products or services, outlining what the charges are, any applicable taxes and discounts, and any important notes or terms. To ensure seamless order management, you can choose to automatically generate invoices when price quotes are accepted.</div></div><div data-component-type="image"><div class="img-container" style="text-align:center"><img src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/be0b50df-801c-4d6d-b81c-dc49333eccac/2023/05/02/a000ef76-9271-4f87-98a4-ef4e9d62997b/75cd34c5-94d8-45cd-a73a-2c0bbea7d591.png" alt="A screenshot of a price quote." /></div></div><div data-component-type="heading"><h2 id="" level="3">To create a price quote:</h2></div><div data-component-type="text"><ol>
  <li><a data-composite="true" href="https://www.wix.com/my-account/site-selector/?buttonText=Manage%20Price%20Quotes&amp;title=Select%20a%20Site&amp;autoSelectOnSingleSite=true&amp;actionUrl=https://www.wix.com/dashboard/%7B%7BmetaSiteId%7D%7D/price-quotes" target="_blank">Go to Price Quotes</a> in your site's dashboard.</li>  <li>Click <strong>+ New Quote</strong> at the top right.</li>  <li>Provide or confirm your basic business info, as you want it to appear on your price quotes:
    <ul>
      <li><strong>Business Name: </strong>Enter the name of your business.</li>      <li><strong>Business email address: </strong>Enter your business email address.</li>      <li>(Optional) <strong>Your logo:</strong> Upload your business logo.</li>      <li><strong>Automatically create invoices for accepted price quotes:</strong> Enable this toggle to <a data-composite="true" href="https://support.wix.com/en/article/wix-price-quotes-converting-price-quotes-into-invoices" target="">automatically convert price quotes into invoices</a>.</li>    </ul>  </li>  <li>Click <strong>Create Price Quote</strong>.</li>  <li>Enter the <strong>Quote Info</strong> for this price quote:
    <ul>
      <li><strong>Title:</strong> Enter a title to clearly summarize the reason for payment.</li>      <li><strong>Customer:</strong> Click the drop-down to select a contact from your Contact List.</li>      <li><strong>Expiration Date:</strong> Select the date this quote expires.</li>      <li><strong>Payment Terms:</strong> Click the drop-down and select an option:
        <ul>
          <li><strong>Due on Receipt: </strong>Customers are required to pay once the product/service is received/complete.</li>          <li><strong>Net + 15:</strong> Payment to be made within 15 days of product/service receipt/completion. </li>          <li><strong>Net + 30: </strong>Payment to be made within 30 days of product/service receipt/completion.</li>          <li><strong>Net + 60: </strong>Payment to be made within 60 days of product/service receipt/completion.</li>        </ul>      </li>    </ul>  </li>  <li>Enter the <strong>Quote Details</strong> (product/service details) for this invoice:
    <ul>
      <li><strong>Enter item here:</strong> Click the drop-down and select the relevant product or service.<br />
<strong>Tip: </strong>Select <strong>+ Add Item</strong> if you need to create a price quote for a new item. Then enter the details and click <strong>Save</strong>. </li>      <li>(Optional) <strong>Enter a description:</strong> Provide a description relating to the product/service.</li>      <li><strong>Price:</strong> Enter the price per unit.</li>      <li><strong>Quantity:</strong> Enter the quantity of the product or service.</li>      <li>(Optional) <strong>Tax 1 / Tax 2:</strong> Click the drop-downs to apply one or two tax rates.<br />
<strong>Note:</strong> Click <strong>+ Add Tax</strong> to create a new tax rate.</li>      <li>(Optional) <strong>Discount:</strong> Enter a figure next to <strong>Discount</strong> to apply a percentage discount to the total amount.</li>      <li>(Optional) Click <strong>+ Add Line Item</strong> to add another product or service, then repeat these steps. </li>    </ul>  </li>  <li>(Optional) Enter the <strong>Additional info</strong> details for this price quote:
    <ul>
      <li><strong>Notes:</strong> Enter any notes you'd like your customer to be aware of.</li>      <li><strong>Terms:</strong> Enter any terms that apply to this price quote.</li>    </ul>  </li>  <li>Choose to save or send your price quote:
    <ul>
      <li><strong>Save:</strong> Click <strong>Save as Draft</strong> at the top right to save the price quote to send at a later time.</li>      <li><strong>Send:</strong> Click <strong>Preview &amp; Share</strong> at the top right to first view a preview of your quote. Then click <strong>Send</strong> to review or edit the content of the email your customer will receive. Click <strong>Send</strong> again when you're ready to send the price quote.</li>    </ul>  </li></ol></div><div data-component-type="informative"><div class="info-container" info-color="green"><div class="info-title">Tip:</div><div class="info-content"><div>If you have Wix Chat installed on your site, a chatbox will appear on your quote. When your customer receives your quote, they can use the chatbox to discuss projects and services, and negotiate with you in realtime. Learn more about <a data-composite="true" href="https://support.wix.com/en/article/wix-chat-an-overview" target="">Wix Chat</a>. </div></div></div></div><div data-component-type="line"><hr line-style="thin" /></div><div data-component-type="informative"><div class="info-container" info-color="green"><div class="info-title">Want to learn more?</div><div class="info-content"><div>Check out courses in Wix Learn to learn more about <a data-composite="true" href="https://www.wix.com/learn/courses/digital-marketing/promote-and-grow-your-business-with-wix#get-paid-through-your-website" target="_blank">creating price quotes and invoices</a> and <a data-composite="true" href="https://www.wix.com/learn/courses/ecommerce/engage-with-online-shoppers-and-increase-your-sales#send-price-quotes-and-invoices" target="_blank">using these in your online store</a>.</div></div></div></div>

View and manage all your price quotes from the Price Quotes dashboard. From here you can resend a price quote, save it as a PDF file, convert it into an invoice, duplicate it and much more.  Your Pric...

Wix Price Quotes: Managing Your Price Quotes

<div data-component-type="text"><div>View and manage all your price quotes from the <a data-composite="true" href="https://www.wix.com/my-account/site-selector/?buttonText=Manage%20Price%20Quotes&amp;title=Select%20a%20Site&amp;autoSelectOnSingleSite=true&amp;actionUrl=https:%2F%2Fwww.wix.com%2Fdashboard%2F%7B%7BmetaSiteId%7D%7D%2Fprice-quotes" target="_blank">Price Quotes</a> dashboard. From here you can resend a price quote, save it as a PDF file, convert it into an invoice, duplicate it and much more.  </div><div><br /></div></div><div data-component-type="line"><hr line-style="thin" /></div><div data-component-type="heading"><h2 id="your-price-quotes-dashboard" level="3">Your Price Quotes dashboard</h2></div><div data-component-type="text"><div>At the top of the dashboard, you can get an overview of all the price quotes that you've sent. See how many were accepted, how many were invoiced and how many expired. </div></div><div data-component-type="informative"><div class="info-container" info-color="green"><div class="info-title">Tip:</div><div class="info-content"><div>By default, the overview shows price quotes from the last 30 days. Click the drop-down at the top right to change this time period. </div></div></div></div><div data-component-type="image"><div class="img-container" style="text-align:center"><img src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/8696077d-830a-4b1e-bd86-9df98f89994a/2020/02/05/fecb986c-37f7-4bc9-92d2-981dd6678cbd/7dedac1f-d9ae-4855-89b2-67d3ab956db4.png" alt="A screenshot showing an overview of the price quotes dashboard time filters" /></div></div><div data-component-type="text"><div>In the main section, you can see a list of all of the price quotes that you have sent including the status. Find specific price quotes using the <strong>Filter by</strong> drop-down on the left or the <strong>Search</strong> bar on the right.</div></div><div data-component-type="image"><div class="img-container" style="text-align:center"><img src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/e9471e96-8e0a-4ac1-9fa6-02e99938bd27/2020/12/21/764b0805-123c-467c-ab97-77a694435cba/67c28372-e366-42dd-bc2a-70e8a9a4e0f1.png" alt="A screenshot showing the price quotes dashboard." /></div></div><div data-component-type="line"><hr line-style="thin" /></div><div data-component-type="heading"><h2 id="managing-your-price-quotes" level="3">Managing your price quotes</h2></div><div data-component-type="text"><div>From the dashboard, you can perform many actions with your price quotes such as editing, printing, resending, turning them into invoices and more. </div></div><div data-component-type="heading"><h2 id="" level="4">To manage a price quote:</h2></div><div data-component-type="text"><ol>
  <li>Go to <a data-composite="true" href="https://www.wix.com/my-account/site-selector/?buttonText=Manage%20Price%20Quotes&amp;title=Select%20a%20Site&amp;autoSelectOnSingleSite=true&amp;actionUrl=https:%2F%2Fwww.wix.com%2Fdashboard%2F%7B%7BmetaSiteId%7D%7D%2Fprice-quotes" target="_blank">Price Quotes</a> in your site's dashboard. </li>  <li>Click the <strong>More Actions</strong> icon <img data-composite="true" src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/8696077d-830a-4b1e-bd86-9df98f89994a/2020/02/05/8c67a43d-6383-4013-b561-e72d10392a69/0bb7ba04-dfe0-4cb3-bd2f-e925b4483dfb.png" /> next to the relevant quote.</li>  <li>Do one of the following:</li></ol></div><div data-component-type="informative"><div class="info-container" info-color="blue"><div class="info-title">Note:</div><div class="info-content"><div>Different actions are available depending on the status of the price quote. For example, price quotes which have already been accepted cannot be resent.</div></div></div></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">Edit a price quote</h4><div class="collapsible-content"><div>If your client hasn't accepted your quote yet, you can still change the details. Your client doesn't get a new email after editing the quote. The link in the original email automatically leads to the updated quote.  <br /><strong><br />To edit a price quote:</strong></div><ol><li>Select <strong>Edit</strong> from the drop-down menu. </li><li>Edit the relevant details.</li><li>When ready, do one of the following:<ul><li>Click <strong>Update </strong>to save your quote and go back to the dashboard.</li><li>Click <strong>Next</strong> to print or send the quote. </li></ul></li></ol></div></div></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">View the invoice associated with a quote</h4><div class="collapsible-content"><div>If your quote was accepted and invoiced (either <a href="https://support.wix.com/en/article/wix-price-quotes-converting-price-quotes-into-invoices">automatically or manually</a>), you can see the invoice your client received by selecting <strong>View Invoice</strong> from the drop-down menu. </div></div></div></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">Send / Resend a quote to your client</h4><div class="collapsible-content"><div>Select <strong>Send</strong> from the drop-down menu to send a quote to your client, or <strong>Resend</strong> if you've already sent it before. </div></div></div></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">Print a quote</h4><div class="collapsible-content"><div>Select <strong>Print</strong> from the drop-down menu to print a copy of your quote. </div></div></div></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">Download a quote as a PDF file</h4><div class="collapsible-content"><div>Select <strong>Download PDF</strong> from the drop-down menu to download your quote as a PDF file. </div></div></div></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">Duplicate a quote</h4><div class="collapsible-content"><ol><li>Select <strong>Duplicate</strong> from the drop-down menu.</li><li>(Optional) Edit the quote's details. </li><li>Do one of the following:<ul><li>Click <strong>Save as Draft </strong>if you prefer sending it later. </li><li>Click <strong>Next </strong>to send the quote to your client. </li></ul></li></ol></div></div></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">Manually mark a quote as Accepted</h4><div class="collapsible-content"><div>Select <strong>Mark as Accepted</strong> from the drop-down menu to mark a quote you sent as accepted. This lets you convert the quote into an invoice. </div></div></div></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">Convert a quote to an invoice</h4><div class="collapsible-content"><div>After a client accepts your price quote, you can convert it into an invoice to receive payment. Select <strong>Convert to Invoice </strong>from the drop-down menu to send your client an invoice with all the information from the quote. </div></div></div></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">Delete a quote from your dashboard</h4><div class="collapsible-content"><div>Select <strong>Delete</strong> from the drop-down menu to remove the quote from your dashboard. You cannot undo this action. </div></div></div></div><div data-component-type="informative"><div class="info-container" info-color="green"><div class="info-title">Want to learn more?</div><div class="info-content"><div>Check out courses in Wix Learn to learn more about <a data-composite="true" href="https://www.wix.com/learn/online-course/digital-marketing/promote-and-grow-your-business-with-wix#get-paid-through-your-website" target="_blank">creating price quotes and invoices</a> and <a data-composite="true" href="https://www.wix.com/learn/online-course/ecommerce/engage-with-online-shoppers-and-increase-your-sales#send-price-quotes-and-invoices" target="_blank">using these in your online store</a>.</div></div></div></div>

Price Quotes is closely connected to Wix Invoices. After a client accepts your price quote, you can convert it into an invoice to receive the payment. All the information from the quote will automatic...

Wix Price Quotes: Converting Price Quotes into Invoices

<div data-component-type="text"><div>Price Quotes is closely connected to Wix Invoices. After a client accepts your price quote, you can convert it into an invoice to receive the payment. All the information from the quote will automatically be included in the invoice.</div></div><div data-component-type="line"><hr line-style="thin" /></div><div data-component-type="heading"><h2 id="enabling-automatic-conversion-to-invoices" level="3">Enabling automatic conversion to invoices</h2></div><div data-component-type="text"><div>By default, price quotes do not automatically convert to invoices when they are accepted. You can choose to enable the auto-conversion so that your price quotes are automatically turned into invoices when they're accepted.</div></div><div data-component-type="heading"><h2 id="" level="4">To enable auto-conversion:</h2></div><div data-component-type="text"><ol>
  <li><a data-composite="true" href="https://www.wix.com/my-account/site-selector/?buttonText=Manage%20Settings&amp;title=Select%20a%20Site&amp;autoSelectOnSingleSite=true&amp;actionUrl=https://www.wix.com/dashboard/%7b%7bmetaSiteId%7d%7d/settings" target="_blank">Go to Settings</a> in your site's dashboard.</li>  <li>Click <strong>Getting Paid Settings</strong>.</li>  <li>Click <strong>Price Quotes</strong>.</li>  <li>Enable the <strong>Convert accepted quotes </strong>toggle.</li></ol></div><div data-component-type="image"><div class="img-container" style="text-align:center"><img src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/e9471e96-8e0a-4ac1-9fa6-02e99938bd27/2020/11/15/d389c929-c855-4a8f-b438-472bc95f3873/dd0c706e-c974-4ee1-a3c1-58daa0f6f7f1.png" alt="A sccrenshot showing the convert accepted quotes toggle in price quotes under getting paid settings in the dashboard." /></div></div><div data-component-type="line"><hr line-style="thin" /></div><div data-component-type="heading"><h2 id="manually-converting-a-price-quote-to-an-invoice" level="3">Manually converting a price quote to an invoice</h2></div><div data-component-type="text"><div>If auto-conversion is disabled, follow the steps below to convert a price quote into an invoice automatically.</div></div><div data-component-type="heading"><h2 id="" level="4">To manually convert a price quote into an invoice:</h2></div><div data-component-type="text"><ol>
  <li><a data-composite="true" href="https://www.wix.com/my-account/site-selector/?buttonText=Manage%20Price%20Quotes&amp;title=Select%20a%20Site&amp;autoSelectOnSingleSite=true&amp;actionUrl=https://www.wix.com/dashboard/%7B%7BmetaSiteId%7D%7D/price-quotes" target="_blank">Go to Price Quotes</a> in your site's dashboard.</li>  <li>Click the More Actions<strong> </strong>icon <img data-composite="true" src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/2016/11/09/18218169-5c03-4527-9bb9-1c62855242c5.png" /> next to the price quote you want to convert.</li>  <li>Click <strong>Convert to Invoice</strong>.</li></ol></div><div data-component-type="image"><div class="img-container" style="text-align:center"><img src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/e9471e96-8e0a-4ac1-9fa6-02e99938bd27/2020/11/29/580ce0d8-aa5b-4446-81d0-d20aa1243411/35ac1da0-7f11-4ea3-9349-a931f3557f79.png" alt="A screenshot showing how to manually convert a price quote to an invoice in the dashboard." /></div></div><div data-component-type="text"><ol><li>Click <strong>Convert</strong> to confirm.</li></ol></div><div data-component-type="informative"><div class="info-container" info-color="green"><div class="info-title">Tip:</div><div class="info-content"><div>Once a price quote becomes an invoice, it appears in <a data-composite="true" href="https://www.wix.com/my-account/site-selector/?buttonText=Go%20to%20Invoices&amp;title=Select%20a%20Site&amp;autoSelectOnSingleSite=true&amp;actionUrl=https://www.wix.com/dashboard/{{metaSiteId}}/invoices/invoices/list?referralInfo=KB-Article" target="_blank">Invoices</a> where you can manage and track it.</div></div></div></div>

Note:This article refers to the Wix Invoices feature. If you're looking for invoices for Wix services (e.g., Premium Plan subscriptions, domain subscriptions), you can find this information on your Bi...

Wix Invoices: About Wix Invoices

<div data-component-type="informative"><div class="info-container" info-color="blue"><div class="info-title">Note:</div><div class="info-content"><div>This article refers to the Wix Invoices feature. If you're looking for invoices for Wix services (e.g., Premium Plan subscriptions, domain subscriptions), you can find this information on your <a data-composite="true" href="https://www.wix.com/account/billing-history?referralAdditionalInfo=account-manager" target="_blank">Billing History</a> page.</div></div></div></div><div data-component-type="text"><p>Wix Invoices is a payment request system which allows business owners to create, send, track and manage invoices (requests for payment), as well as receive payments online.</p></div><div data-component-type="text"><div><strong>Learn how to:</strong></div><ul>
  <li><a data-composite="true" href="https://support.wix.com/en/article/wix-invoices-creating-an-invoice" target="">Set up and create invoices</a></li>  <li><a data-composite="true" href="https://support.wix.com/en/article/wix-invoices-price-quotes-adding-your-items-and-services" target="">Add products or services</a></li>  <li><a data-composite="true" href="https://support.wix.com/en/article/wix-invoices-price-quotes-adding-tax-types" target="">Add tax settings</a></li>  <li><a data-composite="true" href="https://support.wix.com/en/article/wix-invoices-managing-your-invoices" target="">Manage your invoices</a></li></ul></div><div data-component-type="text"><div>Do you use Wix Stores? Learn more about <a data-composite="true" href="https://support.wix.com/en/article/wix-stores-creating-invoices-for-store-orders#manually-creating-an-invoice-for-paid-orders" target="">Wix Invoices for store owners</a>.</div></div><div data-component-type="image"><div class="img-container" style="text-align:center"><img src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/8769cf44-f342-494c-b25f-cc98c9da3e82/2017/06/07/6e3db53c-56a9-4da8-96c7-bc32b0f594e4.png" alt="A screenshot showing a promotional image for Wix Invoices." /></div></div><div data-component-type="informative"><div class="info-container" info-color="orange"><div class="info-title">Important:</div><div class="info-content"><div>Please note that Wix Invoices is an online payment request system and not an accounting service. You are solely responsible for ensuring that the invoices you issue conform to the legal requirements applicable to you and your customers. </div></div></div></div><div data-component-type="informative"><div class="info-container" info-color="blue"><div class="info-title">Don't have a Wix account?</div><div class="info-content"><div>Create invoices quickly and easily with the <a data-composite="true" href="https://www.wix.com/tools/invoice-generator" target="_blank">Wix Invoice Generator</a>. Using this tool is completely free of charge. </div><div><br /></div><div>You can create as many invoices as you need, download or send them directly to clients via email. To download your invoices and to send them via email, <a data-composite="true" href="https://users.wix.com/signin?overrideLocale=en&amp;loginDialogContext=signup" target="_blank">sign up</a> for a Wix Account or <a data-composite="true" href="https://support.wix.com/en/article/logging-in-to-your-wix-account" target="_blank">log in</a> to your existing account.</div></div></div></div><div data-component-type="informative"><div class="info-container" info-color="green"><div class="info-title">Want to learn more?</div><div class="info-content"><div>Check out courses in Wix Learn to learn more about <a data-composite="true" href="https://www.wix.com/learn/courses/digital-marketing/promote-and-grow-your-business-with-wix#get-paid-through-your-website" target="_blank">creating price quotes and invoices</a> and <a data-composite="true" href="https://www.wix.com/learn/courses/ecommerce/engage-with-online-shoppers-and-increase-your-sales#send-price-quotes-and-invoices" target="_blank">using these in your online store</a>.</div></div></div></div>

Don't have a Wix account?Create invoices quickly and easily with the Wix Invoice Generator. Using this tool is completely free of charge and doesn't require any registration. Use Wix Invoices to strea...

Wix Invoices: Creating an Invoice

Recurring invoices enable you to automatically issue invoices to customers on a regular basis. Choose to invoice customers weekly, bi-weekly, monthly or yearly. View and manage your recurring invoices...

Wix Invoices: Creating and Managing Recurring Invoices

<div data-component-type="text"><div>Recurring invoices enable you to automatically issue invoices to customers on a regular basis. Choose to invoice customers weekly, bi-weekly, monthly or yearly. View and manage your recurring invoices to keep track of payments made.</div></div><div data-component-type="informative"><div class="info-container" info-color="green"><div class="info-title">Before you begin:</div><div class="info-content"><div>In order to accept payments from clients in Wix Invoices, you must <a data-composite="true" href="https://support.wix.com/en/article/accepting-payments-an-overview" target="">set up a payment method</a>. If you've already set up a payment method for Wix Stores, Wix Bookings or Wix Events, you do not need to set one up again.</div><div><br /></div><div>To set up a payment method, <a data-composite="true" href="https://www.wix.com/my-account/site-selector/?buttonText=Go%20to%20Invoices&amp;title=Select%20a%20Site&amp;autoSelectOnSingleSite=true&amp;actionUrl=https://www.wix.com/dashboard/%7B%7BmetaSiteId%7D%7D/invoices/invoices/list?referralInfo=KB-Article" target="_blank">go to Invoices</a> in your site's dashboard, click <strong>More Actions</strong> at the top right and click <strong>Accept payments</strong>.</div><div><br /></div><div>For recurring invoices, you need to use suitable payment providers such as Paypal, Stripe, Wix Payments or Isracard.</div></div></div></div><div data-component-type="image"><div class="img-container" style="text-align:center"><img src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/be0b50df-801c-4d6d-b81c-dc49333eccac/2023/01/06/a25dd6c7-8b3c-4e4a-875d-18d99286e144/9096cf8b-4ca5-423e-8794-ac16adfd5014.png" alt="A screenshot of a recurring invoice preview." /></div></div><div data-component-type="line"><hr line-style="thin" /></div><div data-component-type="heading"><h2 id="creating-a-recurring-invoice" level="3">Creating a recurring invoice</h2></div><div data-component-type="text"><div>Add all necessary information to your invoice and view a preview to see how it looks before emailing to your customer.</div></div><div data-component-type="heading"><h2 id="" level="4">To create a recurring invoice:</h2></div><div data-component-type="text"><ol>
  <li><a data-composite="true" href="https://www.wix.com/my-account/site-selector/?buttonText=Go%20to%20Recurring%20Invoices&amp;title=Select%20a%20Site&amp;autoSelectOnSingleSite=true&amp;actionUrl=https://www.wix.com/dashboard/{{metaSiteId}}/recurring-invoices/list?" target="_blank">Go to Recurring Invoices</a> in your site's dashboard.</li>  <li>(First time only) Click <strong>Get Started</strong>.</li>  <li>Click <strong>+ New Recurring Invoice</strong> at the top right.</li>  <li>Choose how frequently and for how long you want to invoice your customer:
    <ul>
      <li><strong>Billing cycle:</strong> Choose a frequency from the drop-down list.</li>      <li><strong>Ends after:</strong> Choose to end the recurring invoice after a set or custom number of occurrences, or let it continue on an unlimited basis (i.e. until it is stopped).</li>    </ul>  </li></ol></div><div data-component-type="image"><div class="img-container" style="text-align:center"><img src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/be0b50df-801c-4d6d-b81c-dc49333eccac/2023/01/05/96bb4f3a-695b-45d0-8426-fb5d88b2ed7d/14c75d33-563c-456a-b18f-6b03703fcc0e.png" alt="A screenshot of setting billing cycle and occurrences for a recurring invoice." /></div></div><div data-component-type="text"><ol>
  <li>Click <strong>Next</strong>.</li>  <li>Enter the general details for this recurring invoice:
    <ul>
      <li><strong>Due Date:</strong> Set 7, 14, or 30 days, or a custom due date.</li>      <li><strong>Customer:</strong> Click the drop-down to select a contact from your Contact List.</li>      <li><strong>Invoice Title:</strong> Type a title to clearly summarize the reason for payment.</li>    </ul>  </li>  <li>Enter the product/service details for this recurring invoice:
    <ol>
      <li>Choose whether this invoice covers an existing or new product or service:
        <ul>
          <li><strong>Existing product or service:</strong> Select your product or service from the <strong>Add an item</strong> drop-down.</li>          <li><strong>New product or service:</strong> Click the <strong>Add an item</strong> drop-down and click <strong>+ Add New</strong> to enter invoice item details.</li>        </ul>      </li>      <li>(Optional) Enter a description in the <strong>Write a description</strong> field.</li>      <li>(Optional) Click <strong>+ Add Line Item</strong> to add an additional product or service.</li>    </ol>  </li></ol></div><div data-component-type="image"><div class="img-container" style="text-align:center"><img src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/be0b50df-801c-4d6d-b81c-dc49333eccac/2023/01/05/37fd2956-13a9-4e02-b2b8-9b447c312bae/efdd7d26-1c87-4719-82df-de1c6a3235d1.png" alt="A screenshot of the Add an item drop-down menu." /></div></div><div data-component-type="text"><ol>
  <li>Enter the cost details for this recurring invoice:
    <ul>
      <li><strong>Quantity:</strong> Enter the quantity of the product or service.</li>      <li><strong>Price:</strong> Enter the price per unit.</li>      <li>(Optional) Click <strong>+ Add Tax</strong> to add tax.<br />
<strong>Note:</strong> You'll be able to create a new tax rate or add a tax rate you've already created.</li>      <li>(Optional) Click <strong>+ Add Discount</strong> to apply a percentage discount to the total amount.</li>    </ul>  </li>  <li>(Optional) Enter any notes or terms you'd like your customer to be aware of in the <strong>Notes</strong> and <strong>Terms</strong> fields.</li>  <li>Choose to preview, save or send your invoice:
    <ul>
      <li><strong>Preview:</strong> Click <strong>Preview</strong> at the top right to see the invoice your customer will receive.</li>      <li><strong>Save:</strong> Click <strong>Save &amp; Close</strong> at the top right to save the invoice to send at a later time.</li>      <li><strong>Send: </strong>Click <strong>Send Invoice</strong> at the top right to first review or edit the content of the email your customer will receive. Click <strong>Send</strong> when you're ready to send.</li>    </ul>  </li></ol></div><div data-component-type="informative"><div class="info-container" info-color="blue"><div class="info-title">Edit your general invoice information:</div><div class="info-content"><div><a data-composite="true" href="https://support.wix.com/en/article/wix-invoices-customizing-your-invoices" target="">Customize the business details</a> that appear across all of your invoices, such as company ID and currency. You can also add your company logo.</div></div></div></div><div data-component-type="line"><hr line-style="thin" /></div><div data-component-type="heading"><h2 id="managing-your-recurring-invoices" level="3">Managing your recurring invoices</h2></div><div data-component-type="text"><div>Send, edit or cancel recurring invoices. You can also view the individual invoices that make up your recurring invoice (e.g. January invoice, February invoice, March invoice).</div></div><div data-component-type="heading"><h2 id="" level="4">To manage your recurring invoices:</h2></div><div data-component-type="text"><ol>
  <li><a data-composite="true" href="https://www.wix.com/my-account/site-selector/?buttonText=Go%20to%20Recurring%20Invoices&amp;title=Select%20a%20Site&amp;autoSelectOnSingleSite=true&amp;actionUrl=https://www.wix.com/dashboard/{{metaSiteId}}/recurring-invoices/list?" target="_blank">Go to Recurring Invoices</a> in your site's dashboard.</li>  <li>Click the <strong>More Actions</strong> icon <img data-composite="true" src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/1de041c3-9554-4d04-9ed8-d7e127f698b3/2021/09/11/d8cc0e12-5b83-4284-85e5-a7228a0bae97/60442628-256b-43f6-94e5-f4b9b9a90947.jpg" /> next to the relevant recurring invoice.</li></ol></div><div data-component-type="image"><div class="img-container" style="text-align:center"><img src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/be0b50df-801c-4d6d-b81c-dc49333eccac/2023/01/06/3ff5dab0-6929-47d6-8573-077926f844ce/9e6e813f-4b55-4e17-b9c6-b1b8bfdd0958.png" alt="A screenshot of the More Actions menu for a recurring invoice." /></div></div><div data-component-type="text"><ol>
  <li>Choose what you want to do:
    <ul>
      <li><strong>Send or resend:</strong> Click <strong>Send via Email</strong> to send this invoice (or <strong>Resend via Email</strong> if this invoice has been sent previously). Review or edit the content of the email your customer will receive, and click <strong>Send</strong> when you're ready to send.</li>      <li><strong>Edit:</strong> Click <strong>Edit</strong>. Update the invoice as required and click <strong>Save &amp; Close</strong> or <strong>Send Invoice</strong>.<br />
<strong>Note:</strong> You'll only be able to edit an invoice before a payment is made.</li>      <li><strong>View the individual invoices:</strong> Click <strong>View invoices</strong>. You'll be able to view the individual invoices that make up this recurring invoice once a payment has been made.</li>      <li><strong>Cancel:</strong> Click <strong>Cancel</strong> and then click <strong>Yes, Cancel</strong>. Any unpaid invoices will be voided and future payments from this customer will be canceled.</li>    </ul>  </li></ol></div><div data-component-type="informative"><div class="info-container" info-color="blue"><div class="info-title">Do more with your invoices:</div><div class="info-content"><div>When the individual invoices that make up your recurring invoice (e.g. January invoice, February invoice, March invoice) have been sent, they will also appear in <a data-composite="true" href="https://www.wix.com/my-account/site-selector/?buttonText=Go%20to%20Invoices&amp;title=Select%20a%20Site&amp;autoSelectOnSingleSite=true&amp;actionUrl=https://www.wix.com/dashboard/%7B%7BmetaSiteId%7D%7D/invoices/invoices/list?referralInfo=KB-Article" target="_blank">Invoices</a> in your site's dashboard. From there, you can <a data-composite="true" href="https://support.wix.com/en/article/wix-invoices-managing-your-invoices" target="">access more invoice actions</a>, including sharing an invoice link and duplicating an invoice.</div></div></div></div><div data-component-type="line"><hr line-style="thin" /></div><div data-component-type="heading"><h2 id="resolving-recurring-invoices-in-grace-periods" level="3">Resolving recurring invoices in grace periods</h2></div><div data-component-type="text"><div>You can resolve a customer's recurring invoice that's in a grace period from your site's dashboard. This is useful if your customer meets you in person and wants to update their payment method, either through a card payment or in cash. <a data-composite="true" href="https://support.wix.com/en/article/setting-up-a-grace-period-for-subscriptions-eg-stores-pricing-plans-recurring-invoices" target="_blank">Learn more about grace periods</a>. </div></div><div data-component-type="heading"><h2 id="" level="4">To resolve a recurring invoice in a grace period:</h2></div><div data-component-type="text"><ol>
  <li><a data-composite="true" href="https://www.wix.com/my-account/site-selector/?buttonText=Go%20to%20Recurring%20Invoices&amp;title=Select%20a%20Site&amp;autoSelectOnSingleSite=true&amp;actionUrl=https://www.wix.com/dashboard/{{metaSiteId}}/recurring-invoices/list?" target="_blank">Go to Recurring Invoices</a> in your site's dashboard.</li>  <li>Click to select the relevant recurring invoice that's in a grace period.</li>  <li>Click <strong>Collect Payment </strong>and choose what you want to do:</li></ol></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">Submit payment</h4><div class="collapsible-content"><div>Make sure to get your customer's permission before entering their card details. Once the payment goes through, their invoice status updates automatically.</div><div><br /></div><div><strong>To submit a card payment:</strong></div><ol>
  <li>Click <strong>Submit payment</strong>. </li>  <li>Enter your customer's card details.</li>  <li>Click <strong>Submit Payment</strong> to confirm.<br />
<br />
<img data-composite="true" src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/6c3762e1-9c1a-4295-a5a9-bf8de5216635/2023/12/11/d5b8cd5f-9ef1-483b-90dc-73b892aff97f/5ae8c375-510d-40bb-adbe-26d49ba366fb.png" alt="A screenshot showing how to submit a payment to resolve your customer's grace period." /></li></ol></div></div></div><div data-component-type="informative"><div class="info-container" info-color="green"><div class="info-title">Want to learn more?</div><div class="info-content"><div>Check out courses in Wix Learn to learn more about <a data-composite="true" href="https://www.wix.com/learn/online-course/digital-marketing/promote-and-grow-your-business-with-wix#get-paid-through-your-website" target="_blank">creating price quotes and invoices</a> and <a data-composite="true" href="https://www.wix.com/learn/online-course/ecommerce/engage-with-online-shoppers-and-increase-your-sales#send-price-quotes-and-invoices" target="_blank">using these in your online store</a>.</div></div></div></div>

Review and manage all of your customer invoices from your site's dashboard. You can edit invoices, duplicate them, resend them, share them via a unique link, and more. To simplify your accounting proc...

Wix Invoices: Managing Your Invoices

<div data-component-type="text"><div>Review and manage all of your customer invoices from your site's dashboard. You can edit invoices, duplicate them, resend them, share them via a unique link, and more. To simplify your accounting processes, you can charge customer credit cards directly from the invoices. </div></div><div data-component-type="informative"><div class="info-container" info-color="orange"><div class="info-title">Important:</div><div class="info-content"><div>This article refers to the Wix Invoices feature. If you are looking for your invoices for payments you made to Wix, click <a data-composite="true" href="https://support.wix.com/en/article/managing-invoices-paid-for-wix-services" target="">here</a>.</div></div></div></div><div data-component-type="line"><hr line-style="thin" /></div><div data-component-type="heading"><h2 id="reviewing-your-invoices" level="3">Reviewing your invoices</h2></div><div data-component-type="text"><div>When you access <a data-composite="true" href="https://www.wix.com/my-account/site-selector/?buttonText=Go%20to%20Invoices&amp;title=Select%20a%20Site&amp;autoSelectOnSingleSite=true&amp;actionUrl=https://www.wix.com/dashboard/%7B%7BmetaSiteId%7D%7D/invoices/invoices/list?referralInfo=KB-Article" target="_blank">Invoices</a> in your site's dashboard, you see an overview of payments made, outstanding and overdue (within the time period selected). Below this, you'll see a list of all invoices you've created.</div><div><br /></div><div>Filter, search and sort to find the invoices you need. Each invoice will have a status attached:</div><ul>
  <li><strong>Draft:</strong> The invoice has been saved as a draft, but has not been sent to your customer.</li>  <li><strong>Sent:</strong> The invoice has been sent to your customer. Your customer can view and print the invoice.</li>  <li><strong>Viewed:</strong> The <strong>Viewed</strong> icon <img data-composite="true" src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/1de041c3-9554-4d04-9ed8-d7e127f698b3/2020/05/08/4793e561-21a2-4f5e-9330-0e447d04ff58/365c4fee-5ea1-4aec-8327-3204f1a618f1.png" /> ﻿appears if the invoice was opened by your customer. Hover over the icon for more information.</li>  <li><strong>Paid:</strong> The invoice was paid in full online, or you manually marked the invoice as paid.</li>  <li><strong>Partial:</strong> The invoice has been partially paid. Hover over Partial in the Status column for more information.</li>  <li><strong>In Process:</strong> Your customer has begun the payment process, but the payment has not yet been confirmed. It can take up to 4 hours for the invoice to revert back to its original status or to change to Paid. While the invoice is in process, you can only view or print it.</li>  <li><strong>Overdue:</strong> The invoice has not been paid and has passed the due date.</li>  <li><strong>Void:</strong> The invoice has been canceled. Your customer can still view and print this invoice, although a Void stamp can be seen on the invoice.</li></ul></div><div data-component-type="image"><div class="img-container" style="text-align:center"><img src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/be0b50df-801c-4d6d-b81c-dc49333eccac/2023/04/25/a3349b19-adf1-410b-ab83-70eb74305b1f/95c88366-0bed-44bb-a22d-d2489b472888.png" alt="A screenshot of an Invoices overview." /></div></div><div data-component-type="informative"><div class="info-container" info-color="green"><div class="info-title">Tip:</div><div class="info-content"><div><a data-composite="true" href="https://support.wix.com/en/article/wix-automations-about-the-new-automations-builder" target="">Use Wix Automations</a> to streamline your billing process. For example, you can send automated emails to your clients every time an invoice is sent, paid or overdue.</div></div></div></div><div data-component-type="line"><hr line-style="thin" /></div><div data-component-type="heading"><h2 id="managing-individual-invoices" level="3">Managing individual invoices</h2></div><div data-component-type="text"><div>There are many ways you can manage the invoices you create. Make edits and then resend an invoice by email or share via a unique link. Duplicate an existing invoice to save time when creating a new one. Charge a customer's card directly from their invoice, and more.</div></div><div data-component-type="heading"><h2 id="" level="4">To manage individual invoices:</h2></div><div data-component-type="text"><ol>
  <li><a data-composite="true" href="https://www.wix.com/my-account/site-selector/?buttonText=Go%20to%20Invoices&amp;title=Select%20a%20Site&amp;autoSelectOnSingleSite=true&amp;actionUrl=https://www.wix.com/dashboard/%7B%7BmetaSiteId%7D%7D/invoices/invoices/list?referralInfo=KB-Article" target="_blank">Go to Invoices</a> in your site's dashboard.</li>  <li>Click the <strong>More Actions </strong>icon<img data-composite="true" src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/2016/11/09/737e537e-8cc5-445b-ac34-ed30faa3b7d5.png" />next to the relevant invoice.</li>  <li>Choose what you want to do:</li></ol></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">Preview</h4><div class="collapsible-content"><div>Click <strong>Preview</strong> to see the invoice your customer will receive.</div></div></div></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">Edit</h4><div class="collapsible-content"><div>You can edit any of your invoices, as long as they are not marked as Paid or Void.</div><ol>
  <li>Click <strong>Edit</strong>.<br />
<strong>Note:</strong> If your invoice is a recurring invoice, you'll see <strong>Edit recurring invoice</strong>. Learn more about <a data-composite="true" href="https://support.wix.com/en/article/wix-invoices-creating-a-recurring-invoice" target="">recurring invoices</a>.</li>  <li>Edit the relevant information.</li>  <li>Select an option at the top right:
    <ul>
      <li><strong>Preview:</strong> Click the <strong>Preview</strong> icon <img data-composite="true" src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/be0b50df-801c-4d6d-b81c-dc49333eccac/2023/02/16/cddbf69e-1ab5-4830-a230-ac5f1323d634/85f941b3-6d90-455e-a4a1-9a51a0345337.png" /> to see the invoice your customer will receive.</li>      <li><strong>Save &amp; Close:</strong> Save the revised invoice without sending it.</li>      <li><strong>Collect Payment:</strong> Charge or record a payment that relates to this invoice.</li>      <li><strong>Send Invoice:</strong> Send the revised invoice to your customer. First review or edit the content of the email your customer will receive. Click <strong>Send</strong> when you're ready to send.</li>    </ul>  </li></ol><div><br /></div><div><strong>Notes:</strong></div><ul>
  <li>When changing the invoice total, the balance must be greater than or equal to the payment(s) you have already received from your customer.</li>  <li>When you update your customer's email address:
    <ul>
      <li><strong>For all sent invoices:</strong> The status will change back to Draft. A new invoice link is created and the original link will no longer be valid. You can resend the invoice via email or by using the new invoice link.</li>      <li><strong>For all paid invoices:</strong> The updated customer email address will not be reflected on your customer's paid invoice. The change will only be reflected in your <a data-composite="true" href="https://support.wix.com/en/article/about-your-contact-list" target="">Contact List</a>.</li>    </ul>  </li></ul></div></div></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">Duplicate</h4><div class="collapsible-content"><ol>
  <li>Click <strong>Duplicate</strong>.</li>  <li>(Optional) Make changes to the invoice.</li>  <li>Select an option at the top right:
    <ul>
      <li><strong>Preview:</strong> Click the <strong>Preview</strong> icon <img data-composite="true" src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/be0b50df-801c-4d6d-b81c-dc49333eccac/2023/02/16/cddbf69e-1ab5-4830-a230-ac5f1323d634/85f941b3-6d90-455e-a4a1-9a51a0345337.png" /> to see the invoice your customer will receive.</li>      <li><strong>Save &amp; Close:</strong> Save the revised invoice without sending it.</li>      <li><strong>Collect Payment:</strong> Charge or record a payment that relates to this invoice.</li>      <li><strong>Send Invoice:</strong> Send the revised invoice to your customer. First review or edit the content of the email your customer will receive. Click <strong>Send</strong> when you're ready to send.<br />
</li>    </ul>  </li></ol><div><strong>Note: </strong>The following details update automatically in the duplicated invoice:</div><ul>
  <li><strong>Issue Date: </strong>The issue date is the date the invoice was duplicated.</li>  <li><strong>Due Date: </strong>The due date is calculated based on your payment terms.</li>  <li><strong>Invoice #: </strong>The invoice is given a new invoice number.</li></ul></div></div></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">Send / Resend via email</h4><div class="collapsible-content"><div>Send or resend an invoice if your customer didn't receive it or accidentally deleted it.</div><div><br /></div><ol>
  <li>Click <strong>Send via email </strong>or <strong>Resend via email</strong>.</li>  <li>Review or edit the content of the email your customer will receive.</li>  <li>Click <strong>Send</strong>.</li></ol><div><br /></div><div><strong>Note:</strong> It is not possible to issue an invoice showing a refund. <a data-composite="true" href="https://support.wix.com/en/article/wix-invoices-request-creating-a-negative-balance-invoice-for-refundedreturned-products-or-services" target="">Vote</a> for the ability to do so.</div></div></div></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">Share link</h4><div class="collapsible-content"><div>Share links to Wix Invoices via any platform or channel. By sending customers links to their invoices, they can pay for your goods or services without having to search for your invoice in their email inbox.</div><div><br /></div><ol>
  <li>Click <strong>Share link</strong>.</li>  <li>Click <strong>Copy Link</strong>.</li>  <li>Click <strong>Done</strong>.</li></ol><div><br /></div><div>You can now share this link by pasting it into any communication you have with your customer.</div><div><br /></div><div><strong>Note: </strong>When you create a link for a draft invoice, it will be marked as Sent. This action can't be undone.</div></div></div></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">Print</h4><div class="collapsible-content"><div>Click <strong>Print</strong>.</div></div></div></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">Download PDF</h4><div class="collapsible-content"><div>Click <strong>Download PDF</strong>.</div></div></div></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">Charge with credit card</h4><div class="collapsible-content"><div>You can handle the payment of an invoice by charging a customer's credit card.</div><ol>
  <li>Click <strong>Charge with credit card</strong>.</li>  <li>Enter your customer's credit card details.</li>  <li>Click <strong>Charge [payment amount]</strong> (e.g. <strong>Charge $50.00</strong>).</li></ol><div><br /></div><div><strong>Note:</strong> You can only charge the full invoice amount or the deposit amount (if defined). You cannot charge any other amount.</div></div></div></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">Record payment</h4><div class="collapsible-content"><div>If a customer makes a partial or full payment via cash, bank transfer, check or similar, record this payment so it is reflected on their invoice. Learn more about <a data-composite="true" href="https://support.wix.com/en/article/setting-up-manual-offline-payments" target="">setting up manual (offline) payments</a>.</div><div><br /></div><ol>
  <li>Click <strong>Record payment</strong>.</li>  <li>Enter amount received, payment date and payment method.</li>  <li>Click <strong>Record Payment</strong>.</li></ol><div><br /></div><div><strong>Notes:</strong></div><ul>
  <li>You must record the full payment amount if you want the invoice to be marked as Paid.</li>  <li>You can record a partial payment amount for offline payments only.</li></ul></div></div></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">Void</h4><div class="collapsible-content"><div>You can void (cancel) any of your paid or sent invoices. Customers will not be able to make a payment on void invoices. If an invoice has been paid and is then made void, the amount will be deducted from your total paid overview and revenue report. This action can’t be undone.</div><div><br /></div><ol>
  <li>Click <strong>Void</strong>.</li>  <li>Click <strong>Void</strong> to confirm.</li></ol></div></div></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">Delete</h4><div class="collapsible-content"><div>You can delete any invoice in Sent, Draft or Void status. To delete a Paid invoice, you must first change its status to Void.</div><div><br /></div><ol>
  <li>Click <strong>Delete</strong>.</li>  <li>Click <strong>Delete</strong> to confirm.</li></ol><div><br /></div><div><strong>Note:</strong> If you delete an invoice, it is removed from your invoice list and it is not possible to restore it. Your customer can no longer view or print the invoice.</div></div></div></div><div data-component-type="line"><hr line-style="thin" /></div><div data-component-type="heading"><h2 id="downloading-or-exporting-invoices-in-bulk" level="3">Downloading or exporting invoices in bulk</h2></div><div data-component-type="text"><div>Simplify your accounting processes by accessing invoice data in bulk. You can bulk download to PDF or bulk export to <a data-composite="true" href="https://en.wikipedia.org/wiki/Comma-separated_values" target="_blank">CSV</a>. Bulk downloading to PDF will download each invoice as a single page in a PDF document. Bulk exporting to CSV will produce a single CSV file with a line for each invoice. You can open CSV files using tools such as Microsoft Excel and Google Sheets.</div></div><div data-component-type="heading"><h2 id="" level="4">To download or export invoices in bulk:</h2></div><div data-component-type="text"><ol>
  <li><a data-composite="true" href="https://www.wix.com/my-account/site-selector/?buttonText=Go%20to%20Invoices&amp;title=Select%20a%20Site&amp;autoSelectOnSingleSite=true&amp;actionUrl=https://www.wix.com/dashboard/%7B%7BmetaSiteId%7D%7D/invoices/invoices/list?referralInfo=KB-Article" target="_blank">Go to Invoices</a> in your site's dashboard.</li>  <li>Select the checkbox next to each invoice you want to download or export. Select the top checkbox to select all invoices.</li></ol></div><div data-component-type="image"><div class="img-container" style="text-align:center"><img src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/be0b50df-801c-4d6d-b81c-dc49333eccac/2023/04/25/cfc1f84a-594f-4db1-85cb-4cea7b22c1cf/9f636c7c-0d28-4cce-a5f0-793bb5833cc7.png" alt="A screenshot of selecting multiple invoices to export." /></div></div><div data-component-type="text"><ol>
  <li>Click <strong>Download PDF</strong> or <strong>Export to CSV</strong>.</li></ol></div><div data-component-type="informative"><div class="info-container" info-color="blue"><div class="info-title">When exporting to CSV:</div><div class="info-content"><ul>
  <li>If you export a recurring invoice in Draft status, its Issue Date and Due Date will be blank. These fields are populated when the invoice is sent.</li>  <li>You can open CSV files using many text editors or spreadsheet applications. Choose Open from the File menu to open in Excel or Import from the File menu to open in Google Sheets.</li></ul></div></div></div><div data-component-type="line"><hr line-style="thin" /></div><div data-component-type="heading"><h2 id="faqs" level="3">FAQs</h2></div><div data-component-type="text"><div>Click a question below to learn more about managing your invoices.</div></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">How many invoices can I export to CSV?</h4><div class="collapsible-content"><div>You can bulk export up to 5,000 invoices to CSV. <a data-composite="true" href="https://support.wix.com/en/article/wix-invoices-request-exporting-5000-wix-invoices-in-bulk" target="">Vote</a> for the ability to export more.</div></div></div></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">Is there a maximum number of invoices I can download to PDF?</h4><div class="collapsible-content"><div>Yes. You can bulk select up to 50 invoices to download them as a PDF file. The invoices are downloaded in a single PDF file. If you need to download more than 50 at a time, you can export a CSV file.</div></div></div></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">How can I ensure the service fee is visible to customers on their invoices?</h4><div class="collapsible-content"><div>To ensure customers can view the service fee on their invoice, select the <strong>Tax breakdown in the Total section</strong> checkbox in the Tax Display settings of your Invoices. </div><div><br /></div><div><strong>To edit the Tax Display settings:</strong></div><ol>
  <li><a data-composite="true" href="https://www.wix.com/my-account/site-selector/?buttonText=Manage%20Settings&amp;title=Select%20a%20Site&amp;autoSelectOnSingleSite=true&amp;actionUrl=https://www.wix.com/dashboard/%7b%7bmetaSiteId%7d%7d/settings" target="_blank">Go to Settings</a> in your site's dashboard.</li>  <li>Click <strong>Invoices &amp; quotes</strong>.</li>  <li>Click the <strong>Invoices</strong> tab.</li>  <li>Click the <strong>Tax Display</strong> drop-down and select the <strong>Tax breakdown in the Total section </strong>checkbox.<br />
<strong>Note:</strong> If this checkbox is not selected, the invoice will no longer display the service fee line.</li>  <li>Click <strong>Save</strong>.<br />
<img data-composite="true" src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/e9471e96-8e0a-4ac1-9fa6-02e99938bd27/2024/05/01/0eab0253-fd15-415b-9cb3-2250887f8132/27859672-4627-441b-b24f-e7a34724b837.jpg" alt="A screenshot of selecting the Tax breakdown in the Total section of an invoice." /><br />
</li></ol></div></div></div>

Use revenue and tax reports to keep track of how much your business has billed. Choose a time period and run reports listing all amounts invoiced or all taxes invoiced during this period. At the botto...

Wix Invoices: Creating a Revenue or Tax Report

<div data-component-type="text"><div>Use revenue and tax reports to keep track of how much your business has billed. Choose a time period and run reports listing all amounts invoiced or all taxes invoiced during this period. At the bottom of your report you'll see a total figure.</div></div><div data-component-type="informative"><div class="info-container" info-color="orange"><div class="info-title">Important:</div><div class="info-content"><div>We recommend consulting with an accountant regarding taxes collected from your customers and additional tax obligations.</div></div></div></div><div data-component-type="image"><div class="img-container" style="text-align:center"><img src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/be0b50df-801c-4d6d-b81c-dc49333eccac/2023/04/07/76ddf9e5-62e5-4fbd-89ca-101ba6761113/6373e2f7-e883-4c99-89c0-112c75c222e7.png" alt="A screenshot of a revenue report." /></div></div><div data-component-type="heading"><h2 id="" level="3">To create a revenue or tax report:</h2></div><div data-component-type="text"><ol>
  <li><a data-composite="true" href="https://www.wix.com/my-account/site-selector/?buttonText=Go%20to%20Invoices&amp;title=Select%20a%20Site&amp;autoSelectOnSingleSite=true&amp;actionUrl=https://www.wix.com/dashboard/%7B%7BmetaSiteId%7D%7D/invoices/invoices/list?referralInfo=KB-Article" target="_blank">Go to Invoices</a> in your site's dashboard.</li>  <li>Click the <strong>More Actions</strong> drop-down at the top right and select <strong>View reports</strong>.</li>  <li>Click <strong>Create Report</strong> under the type of report you'd like to run:
    <ul>
      <li><strong>Tax Summary: </strong>View all taxes billed during a certain period.</li>      <li><strong>Revenue Summary: </strong>View all amounts billed during a certain period.</li>    </ul>  </li>  <li>Set the report's date range by selecting start and end dates in the <strong>Date Range</strong> section.</li>  <li>Click the <strong>Revenue</strong> drop-down and select a report type:
    <ul>
      <li><strong>Cash Basis: </strong>Displays data on invoices paid during the date range. </li>      <li><strong>Accrual Basis:</strong> Displays data on all invoices sent during the date range, including both paid and unpaid.</li>    </ul>  </li>  <li>Export or print the report:
    <ul>
      <li><strong>Export:</strong> Click <strong>Export to CSV</strong> to download your report in CSV format.</li>      <li><strong>Print:</strong> Click <strong>Print</strong> to print the report.</li>    </ul>  </li></ol></div>

Customize the appearance of your invoices. Ensure they represent your brand well and share important info with your customers. Any changes you make will be reflected in all issued and future invoices....

Wix Invoices: Customizing Your Invoices

<div data-component-type="text"><div>Customize the appearance of your invoices. Ensure they represent your brand well and share important info with your customers. Any changes you make will be reflected in all issued and future invoices.</div></div><div data-component-type="image"><div class="img-container" style="text-align:center"><img src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/be0b50df-801c-4d6d-b81c-dc49333eccac/2023/01/06/a25dd6c7-8b3c-4e4a-875d-18d99286e144/9096cf8b-4ca5-423e-8794-ac16adfd5014.png" alt="A screenshot of an invoice preview." /></div></div><div data-component-type="heading"><h2 id="" level="3">To customize your invoices:</h2></div><div data-component-type="text"><ol>
  <li><a data-composite="true" href="https://www.wix.com/my-account/site-selector/?buttonText=Go%20to%20Invoices&amp;title=Select%20a%20Site&amp;autoSelectOnSingleSite=true&amp;actionUrl=https://www.wix.com/dashboard/%7B%7BmetaSiteId%7D%7D/invoices/invoices/list?referralInfo=KB-Article" target="_blank">Go to Invoices</a> in your site's dashboard.</li>  <li>Click <strong>More Actions</strong> at the top right.</li>  <li>Select <strong>Update invoice settings</strong>.</li>  <li>Choose what you want to customize:</li></ol></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">Header details</h4><div class="collapsible-content"><div>Customize the appearance of your invoice header:</div><ul>
  <li><strong>Document name and number:</strong> Set the name that appears in the top right of your invoice and the numbering that appears beside this name.<br />
<strong>Note:</strong> Once you set the invoice number, it cannot be changed to a lower number.</li>  <li><strong>Logo: </strong>Your business logo is taken from your site's <a data-composite="true" href="https://support.wix.com/en/article/adding-your-sites-business-information" target="">Business Info</a>. Any edits you make to your logo will be automatically reflected in your invoices.</li>  <li><strong>Header fields: </strong>Choose the details to include in your header, such as reference number or sales representative. You can also create custom fields.<br />
<strong>Note:</strong> You will add information to these fields when you're creating a new invoice.</li></ul></div></div></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">Business info</h4><div class="collapsible-content"><div>The details you see in this section are taken from your site's <a data-composite="true" href="https://support.wix.com/en/article/adding-your-sites-business-information" target="">Business Info</a>. You can edit this business info and also add custom fields (e.g. Tax ID, IBAN) that you want to appear in your invoices.</div></div></div></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">Tax display</h4><div class="collapsible-content"><div>Click to select the relevant checkboxes to control how you display taxes on your invoices. <br />
<strong>Note:</strong> If you select none of the options below, your invoices just show total taxes.</div><div><br /></div><div><strong>Additional tax column: </strong>Display tax next to each invoice item. <br />
<img data-composite="true" src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/6c3762e1-9c1a-4295-a5a9-bf8de5216635/2023/12/11/609b3ad8-7fc3-49ac-94f7-a1cf5eaf5ba0/144cade6-9eef-4d26-807f-bc1e5893f065.png" alt="A screenshot showing an additional tax column on an invoice." /></div><div><strong><br />
Tax breakdown in the Total section:</strong> Display all taxes in their own section at the end of the invoice. <br />
<img data-composite="true" src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/6c3762e1-9c1a-4295-a5a9-bf8de5216635/2023/12/11/499f6af7-8823-4870-ba91-9f05cbfe8264/baf6dedc-ec77-4f61-81ac-c86a0a9dfa41.png" alt="A screenshot showing a tax breakdown in the the total section of the invoice." /><br />
<br />
<strong>Display Items subtotal per tax group:</strong> Display taxes according to their tax group at the end of the invoice. <br />
<img data-composite="true" src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/6c3762e1-9c1a-4295-a5a9-bf8de5216635/2023/12/11/5fc83f0c-7108-4d5b-8003-9ab1accc1e8d/e0d90341-5ac6-4a2e-86d1-cf9d81f664a9.png" alt="A screenshot showing how items subtotal per tax group appears on an invoice." /></div></div></div></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">Payments received</h4><div class="collapsible-content"><div>Click to enable the <strong>Show transaction details</strong> checkbox to include breakdowns of payments made. These breakdowns include payment date, method and amount. <br />
<br />
 <img data-composite="true" src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/6c3762e1-9c1a-4295-a5a9-bf8de5216635/2023/12/11/6a291cd5-a371-43b7-92a4-657634baae92/4a9530ad-e227-4372-8b18-d50c2a3531cd.png" alt="A screenshot showing an invoice with the payments received checkbox enabled." /></div></div></div></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">Footer notes</h4><div class="collapsible-content"><div>Add notes or terms for your customers. These will appear at the bottom of your invoices.</div></div></div></div><div data-component-type="informative"><div class="info-container" info-color="green"><div class="info-title">Tips:</div><div class="info-content"><ul>
  <li>To update your invoice language, <a data-composite="true" href="https://support.wix.com/en/article/changing-the-language-of-your-account-dashboard-and-editor" target="_blank">update your account language</a> in your site's dashboard. This affects all invoices.</li>  <li>If you have an online store, you can <a data-composite="true" href="https://support.wix.com/en/article/wix-stores-creating-invoices-for-store-orders#creating-an-invoice-from-scratch" target="">add store products to an invoice</a>. A store order is automatically created when this invoice is issued.</li>  <li>Manage and edit additional business info (e.g., contact info and business location) in <a data-composite="true" href="https://support.wix.com/en/article/adding-your-sites-business-information" target="">Business Info</a> in your site's dashboard.</li></ul></div></div></div>

With Wix Automations, you can easily streamline your billing process and save time on repetitive tasks. Set up automated actions that run whenever an invoice is sent, paid or overdue. For example, you...

Wix Invoices: Creating Automations

<div data-component-type="text"><div>With Wix Automations, you can easily streamline your billing process and save time on repetitive tasks. Set up automated actions that run whenever an invoice is sent, paid or overdue. For example, you can remind your customer that they still need to pay an invoice.  </div></div><div data-component-type="image"><div class="img-container" style="text-align:center"><img src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/6c3762e1-9c1a-4295-a5a9-bf8de5216635/2025/02/12/ee097f53-b1be-4663-9e67-97821223a071/f684bb72-0fb6-4cc6-8220-b7633bca04be.png" alt="A screenshot showing the list of available triggers for invoices automations." /></div></div><div data-component-type="line"><hr line-style="thin" /></div><div data-component-type="heading"><h2 id="step-1-create-a-new-automation" level="3">Step 1 | Create a new automation</h2></div><div data-component-type="text"><div>When setting up your automation, choose the Invoices trigger and whichever action you want to occur based on the client's payment status. </div></div><div data-component-type="heading"><h2 id="" level="4">To create a new automation:</h2></div><div data-component-type="text"><ol>
  <li><a data-composite="true" href="https://www.wix.com/my-account/site-selector/?buttonText=Open%20Wix%20Automations&amp;title=Select%20a%20Site&amp;autoSelectOnSingleSite=true&amp;actionUrl=https://www.wix.com/dashboard/{{metaSiteId}}/triggers/" target="_blank">Go to Automations</a> in your site's dashboard.</li>  <li>Click <strong>+ New Automation</strong> at the top right.</li>  <li>Choose how you want to start creating your automation: 
    <ul>
      <li><strong>From Scratch: </strong>Click<strong> Start from Scratch </strong>to begin from a blank automation template. </li>      <li><strong>Suggested automation: </strong>Use the categories or search bar to find the suggested automation you want to edit. Then click <strong>Set Up</strong> next to the automation. </li>    </ul>  </li></ol></div><div data-component-type="image"><div class="img-container" style="text-align:center"><img src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/be0b50df-801c-4d6d-b81c-dc49333eccac/2022/06/02/be88c9d7-9b97-4d0a-9933-80dc3bb79ff3/f3eaa08f-4b09-44df-bd76-6d773b0cc1ff.png" alt="A screenshot of the Create a New Automation screen." /></div></div><div data-component-type="text"><ol>
  <li>Click the title at the top left to give your automation a name.</li></ol></div><div data-component-type="line"><hr line-style="thin" /></div><div data-component-type="heading"><h2 id="step-2-choose-a-trigger" level="3">Step 2 | Choose a trigger</h2></div><div data-component-type="text"><div>To get started, select the trigger you wish to initiate the automation.</div></div><div data-component-type="heading"><h2 id="" level="4">To choose a trigger:</h2></div><div data-component-type="text"><ol>
  <li>Type <strong>Invoice</strong> in the <strong>Search for triggers or apps </strong>field.</li>  <li>Select the relevant trigger:</li></ol></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">Invoice overdue</h4><div class="collapsible-content"><div>This trigger activates when a client's invoice remains unpaid past its due date.</div><div><br /></div><div><strong>Important:</strong> This trigger won’t work retroactively for items that existed before this automation, it only works for items that are created while the automation is active.</div><div><br /></div><div><strong>To set up the 'Invoice overdue' trigger:</strong></div><ol>
  <li>Enable the relevant toggles:
    <ul>
      <li><strong>Trigger once per person: </strong>Choose how often the flow can be triggered per person: 
        <ul>
          <li><strong>Enabled: </strong>Limits how often the flow can be triggered for the same person (contact, visitor, etc.). Select the checkbox next to <strong>Trigger once per person every</strong>, then select the relevant time period (for example, once every 5 days). </li>          <li><strong>Disabled: </strong>The automation can trigger multiple times for the same person. </li>        </ul>      </li>      <li><strong>Set the automation to run before the trigger: </strong>Enable the toggle to choose how long before the trigger the automation should start running. For example, send an email 2 days before an invoice is due or an event starts. Then select the relevant time period (for example, 5 days before the invoice is overdue). </li>    </ul>  </li>  <li>Click <strong>Apply</strong>. </li></ol><div><img data-composite="true" src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/6c3762e1-9c1a-4295-a5a9-bf8de5216635/2025/02/12/9e6566c6-c18b-4384-924f-c6c70ca888b9/c4585239-d49a-4567-b398-09602f014d07.png" alt="A screenshot showing the invoice overdue trigger settings." /></div></div></div></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">Invoice paid</h4><div class="collapsible-content"><div>Activates when a client completes payment for an invoice.</div><div><br /></div><div><strong>To set up the 'Invoice paid' trigger:</strong></div><ol>
  <li>(Optional) Click the <strong>Trigger once per person </strong>toggle to limit how often the flow can trigger per person: 
    <ul>
      <li><strong>Enabled: </strong>Limits how often the flow can be triggered for the same person (contact, visitor, etc.). Select the checkbox next to <strong>Trigger once per person every</strong>, then select the relevant time period (for example, once every 5 days). </li>      <li><strong>Disabled: </strong>The automation can trigger multiple times for the same person. </li>    </ul>  </li>  <li>Click <strong>Apply</strong>. </li></ol><div><img data-composite="true" src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/6c3762e1-9c1a-4295-a5a9-bf8de5216635/2025/02/12/3018804d-5a11-4697-acad-41db8a1cc5df/57f782cd-1a92-441f-8807-3bc79e385fc7.png" alt="A screenshot showing the invoice paid trigger settings." /></div></div></div></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">Invoice sent</h4><div class="collapsible-content"><div>Activates when an invoice is sent to a client.</div><div><br /></div><div><strong>To set up the 'Invoice sent' trigger:</strong></div><ol>
  <li>(Optional) Click the <strong>Trigger once per person </strong>toggle to limit how often the flow can trigger per person: 
    <ul>
      <li><strong>Enabled: </strong>Limits how often the flow can be triggered for the same person (contact, visitor, etc.). Select the checkbox next to <strong>Trigger once per person every</strong>, then select the relevant time period (for example, once every 5 days). </li>      <li><strong>Disabled: </strong>The automation can trigger multiple times for the same person.</li>    </ul>  </li>  <li>Click <strong>Apply</strong>.</li></ol><div><img data-composite="true" src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/6c3762e1-9c1a-4295-a5a9-bf8de5216635/2025/02/12/4d669af9-ddf1-41ae-a235-7adffb063c70/bb87a411-e11c-4645-ad48-439e6e07c4a7.png" alt="A screenshot showing the invoice sent trigger settings." /></div></div></div></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">Recurring payment starts</h4><div class="collapsible-content"><div>Activates when a client initiates a recurring payment.</div><div><br /></div><div><strong>To set up the 'Recurring payment starts' trigger:</strong></div><ol>
  <li>(Optional) Click the <strong>Trigger once per person </strong>toggle to limit how often the flow can trigger per person: 
    <ul>
      <li><strong>Enabled: </strong>Limits how often the flow can be triggered for the same person (contact, visitor, etc.). Select the checkbox next to <strong>Trigger once per person every</strong>, then select the relevant time period (for example, once every 5 days). </li>      <li><strong>Disabled: </strong>The automation can trigger multiple times for the same person.</li>    </ul>  </li>  <li>Click <strong>Apply</strong>.</li></ol><div><img data-composite="true" src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/6c3762e1-9c1a-4295-a5a9-bf8de5216635/2025/02/12/d7740d36-c62f-4c8a-a454-9885de119952/55197b59-0c55-48e7-ad31-47a37e1af20b.png" alt="A screenshot showing the settings for the recurring payment starts trigger." /></div></div></div></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">Recurring payment canceled</h4><div class="collapsible-content"><div>Activates when a client ends a recurring payment.</div><div><br /></div><div><strong>To set up the 'Recurring payment canceled' trigger:</strong></div><ol>
  <li>(Optional) Click the <strong>Trigger once per person </strong>toggle to limit how often the flow can trigger per person: 
    <ul>
      <li><strong>Enabled: </strong>Limits how often the flow can be triggered for the same person (contact, visitor, etc.). Select the checkbox next to <strong>Trigger once per person every</strong>, then select the relevant time period (for example, once every 5 days). </li>      <li><strong>Disabled: </strong>The automation can trigger multiple times for the same person.</li>    </ul>  </li>  <li>Click <strong>Apply</strong>.</li></ol><div><img data-composite="true" src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/6c3762e1-9c1a-4295-a5a9-bf8de5216635/2025/02/12/2653f066-3ca7-4348-91c8-f88324741c51/b6d16256-16b1-4720-ac78-8d85b323344e.png" alt="A screenshot showing the settings for the recurring payment canceled trigger." /></div></div></div></div><div data-component-type="line"><hr line-style="thin" /></div><div data-component-type="heading"><h2 id="step-3-choose-what-you-want-to-add-to-your-automation" level="3">Step 3 | Choose what you want to add to your automation</h2></div><div data-component-type="text"><div>After selecting a trigger, continue setting up your automation using the available steps: Delay, Condition, and Action. You can add these steps anywhere in the automation sequence, depending on the logic you are trying to implement.</div></div><div data-component-type="heading"><h2 id="add-a-delay" level="4">Add a delay</h2></div><div data-component-type="text"><div>Add a time buffer between steps. For example, if your trigger is 'Invoice overdue' and your action is 'Send an email', you might want to delay the automation by sending that email after a certain period of time has passed. </div></div><div data-component-type="text"><div><strong>To add a delay:</strong></div></div><div data-component-type="text"><ol>
  <li>Click <strong>+ </strong>to add a step.</li>  <li>Click <strong>Delay</strong>.</li>  <li>Click the up and down arrows (or enter a number in the field) and click the drop-down to choose between days, hours, and minutes.</li></ol></div><div data-component-type="informative"><div class="info-container" info-color="blue"><div class="info-title">Note:</div><div class="info-content"><div>If you don't add a delay, the action is performed immediately.</div></div></div></div><div data-component-type="image"><div class="img-container" style="text-align:center"><img src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/1d4b9a27-f0a5-449a-99cc-188228a9c725/2024/06/19/7f516035-a839-4f03-a651-6873324596b4/189d8c4c-ddee-44d2-a9b3-d0b4cc60aa9b.png" alt="Screenshot of the delay panel and its options." /></div></div><div data-component-type="heading"><h2 id="add-a-condition" level="4">Add a condition</h2></div><div data-component-type="text"><div>Conditions let you create complex automation flows by defining criteria for continuing the flow. In the ‘THEN’ path, the automation flow continues only if the condition is met. You can set an 'ELSE' path to define what happens if it isn’t.</div></div><div data-component-type="text"><div><strong>To add a condition:</strong></div></div><div data-component-type="text"><ol>
  <li>Click <strong>+ </strong>to add a step</li>  <li>Click<strong> Condition</strong>.</li>  <li>Click the <strong>Select a property</strong> field and choose the dynamic field that the automation collects when it runs (e.g. 'Cancellation reason').<br />
<strong>Tip:</strong> Learn more about the <a data-composite="true" href="https://support.wix.com/en/article/the-new-automation-builder-using-the-property-picker" target="">property picker</a> and all that it offers.</li>  <li>Click the <strong>Select logic </strong>drop-down and choose an operator that will compare the received data with the value (e.g. 'is greater than').</li>  <li>Click the next field to set the value (e.g. '3').<br />
<strong>Tip:</strong> Click <strong>Customize</strong> to create custom workflows using the <a data-composite="true" href="https://support.wix.com/en/article/wix-automations-customizing-your-data-with-a-formula-field" target="">formula field</a>.</li>  <li>(Optional) Click <strong>+ Or </strong>or <strong>+ And </strong>to add more criteria to the condition.</li></ol></div><div data-component-type="image"><div class="img-container" style="text-align:center"><img src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/1d4b9a27-f0a5-449a-99cc-188228a9c725/2024/06/19/ce6f9c4f-84c4-4352-878c-24c1b3fa8f57/3942d010-5300-42ce-9d98-670225d45872.png" alt="Screenshot of how conditions appear in the builder with IF/ELSE pathways." /></div></div><div data-component-type="heading"><h2 id="choose-an-action" level="4">Choose an action</h2></div><div data-component-type="text"><div>Actions are what the automation performs. For example, if your trigger is 'Invoice paid', you might want to send an automatic 'Thank you' email. In the 'Select an action' panel, you can find and customize the action that is relevant to the selected trigger.</div></div><div data-component-type="text"><div><strong>To choose an action:</strong></div></div><div data-component-type="text"><ol>
  <li>Click <strong>+ </strong>to add a step.</li>  <li>Click <strong>Action</strong>.</li>  <li>Choose an action from the panel.<br />
<strong>Note:</strong> The actions available will differ based on your trigger choice.</li>  <li>Set up the action using the available settings. Learn more about <a data-composite="true" href="https://support.wix.com/en/article/wix-automations-creating-an-automation-with-the-new-builder#choose-an-action" target="">using actions in Wix Automations</a>. </li></ol></div><div data-component-type="image"><div class="img-container" style="text-align:center"><img src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/71d20af0-560e-44a5-bb38-bf3f513b58fa/2024/07/29/62c04ab4-2f4c-4fbf-9739-df04da8aff36/b7164e63-7c39-44ae-9e03-ef5fdd581160.jpg" alt="Screenshot of the panel that appears when you are selecting an action: including the search bar." /></div></div><div data-component-type="line"><hr line-style="thin" /></div><div data-component-type="heading"><h2 id="step-4-activate-the-automation" level="3">Step 4 | Activate the automation</h2></div><div data-component-type="text"><div>Click <strong>Activate </strong>at the top right is you're ready to turn on the automation. You can click <strong>Save</strong> to save the automation as a draft if you're not ready to activate it yet. After saving or publishing, the automation now appears on your <a data-composite="true" href="https://support.wix.com/en/article/the-new-automation-builder-managing-your-automations#viewing-all-of-your-automations" target="">Automations page</a> where you can monitor, edit, deactivate, or delete according to your needs.</div></div><div data-component-type="image"><div class="img-container" style="text-align:center"><img src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/6c3762e1-9c1a-4295-a5a9-bf8de5216635/2025/02/12/d30cf640-3f43-456e-98ef-3a4f1588ad64/fb8d5261-bc92-4ccc-aac8-cb17c85fcb38.png" alt="A screenshot showing a customized automation flow for an invoice being overdue." /></div></div><div data-component-type="informative"><div class="info-container" info-color="green"><div class="info-title">Tip:</div><div class="info-content"><div>Learn more about <a data-composite="true" href="https://support.wix.com/en/article/wix-automations-about-the-new-automations-builder" target="">using Wix Automations to streamline your business</a>. </div></div></div></div>

Wix Invoices is an online payment request or payment confirmation system (depending on your business use). Accounting and e-invoicing regulations differ by region, so make sure that your invoices comp...

Wix Invoices Disclaimer

<div data-component-type="text"><div>Wix Invoices is an online payment request or payment confirmation system (depending on your business use). Accounting and e-invoicing regulations differ by region, so make sure that your invoices comply with your local laws.</div></div><div data-component-type="informative"><div class="info-container" info-color="green"><div class="info-title">Tips:</div><div class="info-content"><ul>
  <li>Learn more about <a data-composite="true" href="https://support.wix.com/en/article/wix-invoices-price-quotes-managing-your-settings" target="">managing your invoice settings</a> and the available customizations to ensure compliance with legal requirements.</li>  <li>Explore our <a data-composite="true" href="https://www.wix.com/app-market/category/ecommerce/accounting?referral=menu_navigation" target="">accounting apps in the Wix App Market</a> for additional financial integrations to enhance your financial management capabilities.</li></ul></div></div></div>

Review and manage all of your customer invoices on the go using the Wix app. You can edit invoices, duplicate them, resend them, share them via a unique link, and more. To simplify your accounting pro...

Wix Invoices: Managing Your Invoices in the Wix App

<div data-component-type="text"><div>Review and manage all of your customer invoices on the go using the <a data-composite="true" href="https://support.wix.com/en/article/wix-owner-app-an-overview" target="">Wix app</a>. You can edit invoices, duplicate them, resend them, share them via a unique link, and more. To simplify your accounting processes, you can charge customer credit cards directly from your app.</div></div><div data-component-type="image"><div class="img-container" style="text-align:center"><img src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/6c3762e1-9c1a-4295-a5a9-bf8de5216635/2024/11/21/7e075c88-0c6a-49d7-ae5c-5c3d0253e16a/d127b967-dd42-4a31-8a4d-d43b170a2198.png" alt="A screenshot of the manage invoices options in the Wix app." /></div></div><div data-component-type="line"><hr line-style="thin" /></div><div data-component-type="heading"><h2 id="reviewing-your-invoices" level="3">Reviewing your invoices</h2></div><div data-component-type="text"><div>When you access Invoices in your Wix app, you'll see a list of all the invoices you've created.</div><div><br /></div><div>Filter and search to find the invoices you need. Each invoice will have a status attached:</div><ul>
  <li><strong>Draft:</strong> The invoice has been saved as a draft, but has not been sent to your customer.</li>  <li><strong>Sent:</strong> The invoice has been sent to your customer. Your customer can view and print the invoice.</li>  <li><strong>Viewed:</strong> The invoice was opened by your customer.</li>  <li><strong>Paid:</strong> The invoice was paid in full online, or you manually marked the invoice as paid.</li>  <li><strong>Partial:</strong> The invoice has been partially paid.</li>  <li><strong>In Process:</strong> Your customer has begun the payment process, but the payment has not yet been confirmed. It can take up to 4 hours for the invoice to revert to its original status or to change to Paid. While the invoice is in process, you can only view or print it.</li>  <li><strong>Overdue:</strong> The invoice has not been paid and has passed the due date.</li>  <li><strong>Void:</strong> The invoice has been canceled. Your customer can still view and print this invoice, although a Void stamp can be seen on the invoice.</li></ul></div><div data-component-type="image"><div class="img-container" style="text-align:center"><img src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/be0b50df-801c-4d6d-b81c-dc49333eccac/2023/09/01/387742c5-53f8-40df-adda-4be9073ffc0f/1d8b6c61-4b90-412c-8948-2c1c518da3a2.png" alt="A screenshot of the Invoices screen in the Wix Owner app." /></div></div><div data-component-type="heading"><h2 id="" level="4">To review your invoices:</h2></div><div data-component-type="text"><ol>
  <li>Go to your site in the <a data-composite="true" href="https://support.wix.com/en/article/wix-owner-app-an-overview" target="_blank">Wix app</a>.﻿</li>  <li>Tap <strong>Manage</strong> <img data-composite="true" src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/8769cf44-f342-494c-b25f-cc98c9da3e82/2021/04/12/3fc0f98c-0997-47b3-b7bd-6ae31a67e078/ce9c0fe5-f60d-4448-8fc2-9ba4cf636f93.png" /> at the bottom.</li>  <li>Tap <strong>Manage Invoices </strong>under <strong>Getting Paid</strong>.</li>  <li>Review your existing invoices in the <strong>Invoices</strong> tab. Tap an individual invoice to view more information or edit a draft invoice.</li>  <li>(Optional) Tap the <strong>Totals</strong> tab to view total paid, sent and overdue invoice amounts.</li></ol></div><div data-component-type="line"><hr line-style="thin" /></div><div data-component-type="heading"><h2 id="managing-individual-invoices" level="3">Managing individual invoices </h2></div><div data-component-type="text"><div>There are many ways you can manage your invoices using the Wix app. Make edits and then resend an invoice by email or share via a unique link. Duplicate an existing invoice to save time when creating a new one. Charge a customer's card directly from their invoice, and more.</div></div><div data-component-type="informative"><div class="info-container" info-color="blue"><div class="info-title">Note:</div><div class="info-content"><div>Some invoice management (for example, printing or deleting an invoice) can only be done <a data-composite="true" href="https://support.wix.com/en/article/wix-invoices-managing-your-invoices" target="">from your dashboard</a>.</div></div></div></div><div data-component-type="heading"><h2 id="" level="4">To manage your invoices:</h2></div><div data-component-type="text"><ol>
  <li>Go to your site in the <a data-composite="true" href="https://support.wix.com/en/article/wix-owner-app-an-overview" target="_blank">Wix app</a>.﻿</li>  <li>Tap <strong>Manage</strong> <img data-composite="true" src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/8769cf44-f342-494c-b25f-cc98c9da3e82/2021/04/12/3fc0f98c-0997-47b3-b7bd-6ae31a67e078/ce9c0fe5-f60d-4448-8fc2-9ba4cf636f93.png" /> at the bottom.</li>  <li>Tap <strong>Manage Invoices </strong>under <strong>Getting Paid</strong>.</li>  <li>Tap the invoice you want to manage.<br />
<strong>Note:</strong> If an invoice is in Draft status, tapping it will give you the chance to edit it before following step 6 below.</li>  <li>Tap the <strong>More Actions</strong> icon <img data-composite="true" src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/8769cf44-f342-494c-b25f-cc98c9da3e82/2021/04/29/f94a01eb-8038-4c1a-9930-2b449a0e4e28/1f05f949-d789-465f-a6fc-203e5a325901.png" />  at the top of your screen. </li>  <li>Choose what you want to do:</li></ol></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">Send via email</h4><div class="collapsible-content"><div>Send or resend an invoice if your customer didn't receive it or accidentally deleted it.</div><div><br /></div><ol>
  <li>Tap <strong>Send via email</strong>.</li>  <li>Review or edit the content of the email your customer will receive.</li>  <li>Tap <strong>Send</strong>.</li></ol><div><br /></div><div><strong>Note:</strong> It is not possible to issue an invoice showing a refund. <a data-composite="true" href="https://support.wix.com/en/article/wix-invoices-request-creating-a-negative-balance-invoice-for-refundedreturned-products-or-services" target="">Vote</a> for the ability to do so.</div></div></div></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">Share link</h4><div class="collapsible-content"><div>Share links to Wix Invoices via any platform or channel. By sending customers links to their invoices, they can pay for your goods or services without having to search for your invoice in their email inbox.</div><div><br /></div><ol>
  <li>Tap <strong>Share link</strong>.</li>  <li>Share your link via one of your device's native apps.</li></ol><div><br /></div><div><strong>Note: </strong>When you create a link for a draft invoice, it will be marked as Sent. This action can't be undone.</div></div></div></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">Enter card details manually</h4><div class="collapsible-content"><div>You can handle the payment of an invoice by charging a customer's credit card.</div><div><br /></div><ol>
  <li>Tap <strong>Enter credit card manually</strong>.</li>  <li>Enter your customer's credit card details.</li>  <li>Tap <strong>Next</strong>.</li></ol><div><br /></div><div><strong>Note:</strong> You can only charge the full invoice amount or the deposit amount (if defined). You cannot charge any other amount.</div></div></div></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">Charge with card reader</h4><div class="collapsible-content"><div><a data-composite="true" href="https://support.wix.com/en/article/wix-mobile-pos-setting-up-a-point-of-sale" target="">Set up a mobile point of sale</a> to accept payments for invoices using your mobile device and a card reader with Wix Mobile POS.  <br />
<strong>Note:</strong> If you are based in the US, you can also set up tap to pay using certain mobile devices. </div><div><br /></div><ol>
  <li>Tap <strong>Charge with card reader</strong>. </li>  <li>Select a payment option:
    <ul>
      <li><strong>Card reader: </strong>Let customer swipe, insert, or tap the customer's credit card.</li>      <li><strong>(US only) Tap to Pay </strong>(<strong>iPhone or Android): </strong>Let customer tap their card or phone.</li>    </ul>  </li></ol><div><br /></div><div>Learn more about <a data-composite="true" href="https://support.wix.com/en/article/wix-mobile-pos-charging-clients-at-a-point-of-sale" target="">charging clients at a point of sale</a>.  </div></div></div></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">Record payment</h4><div class="collapsible-content"><div>If a customer makes a partial or full payment via cash, bank transfer, check or similar, record this payment so it is reflected on their invoice. Learn more about <a data-composite="true" href="https://support.wix.com/en/article/setting-up-manual-offline-payments" target="">setting up manual (offline) payments</a>.</div><div><br /></div><ol>
  <li>Tap <strong>Record payment</strong>.</li>  <li>Enter amount received, payment date and payment method.</li>  <li>Tap <strong>Save</strong>.</li></ol><div><br /></div><div><strong>Notes:</strong></div><ul>
  <li>You must record the full payment amount if you want the invoice to be marked as Paid.</li>  <li>You can record a partial payment amount for offline payments only.</li></ul></div></div></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">Edit</h4><div class="collapsible-content"><div>You can edit any of your invoices, as long as they are not marked as Paid or Void.</div><div><br /></div><ol>
  <li>Tap <strong>Edit</strong>.<br />
<strong>Note:</strong> If your invoice is a recurring invoice, you'll see <strong>Edit recurring invoice</strong>. Learn more about <a data-composite="true" href="https://support.wix.com/en/article/wix-invoices-creating-a-recurring-invoice" target="">recurring invoices</a>.</li>  <li>Edit the relevant information.</li>  <li>Tap <strong>Update</strong>.</li></ol><div><br /></div><div><strong>Notes:</strong></div><ul>
  <li>When changing the invoice total, the balance must be greater than or equal to the payment(s) you have already received from your customer.</li>  <li>When you update your customer's email address:
    <ul>
      <li><strong>For all sent invoices:</strong> The status will change back to Draft. A new invoice link is created and the original link will no longer be valid. You can resend the invoice via email or by using the new invoice link.</li>      <li><strong>For all paid invoices:</strong> The updated customer email address will not be reflected on your customer's paid invoice. The change will only be reflected in your <a data-composite="true" href="https://support.wix.com/en/article/about-your-contact-list" target="">Contact List</a>.</li>    </ul>  </li></ul></div></div></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">Duplicate as draft</h4><div class="collapsible-content"><ol>
  <li>Tap <strong>Duplicate as draft</strong>.</li>  <li>(Optional) Make changes to your new draft invoice.</li>  <li>Tap <strong>Next</strong>.</li>  <li>Follow step 6 above to choose how you want to manage this invoice.<br />
</li></ol><div><strong>Note: </strong>The following details update automatically in the duplicated invoice:</div><ul>
  <li><strong>Issue Date: </strong>The issue date is the date the invoice was duplicated.</li>  <li><strong>Due Date: </strong>The due date is calculated based on your payment terms.</li>  <li><strong>Invoice #: </strong>The invoice is given a new invoice number.</li></ul></div></div></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">Void</h4><div class="collapsible-content"><div>You can void (cancel) any of your paid or sent invoices. Customers will not be able to make a payment on void invoices. If an invoice has been paid and is then made void, the amount will be deducted from your total paid overview and revenue report. This action can’t be undone.</div><div><br /></div><ol>
  <li>Tap <strong>Void</strong>.</li>  <li>Tap <strong>Void</strong> to confirm.</li></ol></div></div></div>

Your business name, logo, contact information and address appear at the top of your invoices and price quotes. You can add or edit this information in your site's settings on the Business Info page. T...

Wix Invoices & Price Quotes: Adding Your Business Info

<div data-component-type="text"><div>Your business name, logo, contact information and address appear at the top of your invoices and price quotes. You can add or edit this information in your site's settings on the Business Info page. </div></div><div data-component-type="image"><div class="img-container" style="text-align:center"><img src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/e9471e96-8e0a-4ac1-9fa6-02e99938bd27/2020/11/15/39c410af-27ea-4c46-a16f-b46629dd5f11/aef08453-eb01-414f-8688-d92d66b4583a.png" alt="A screenshot showing how your business info appears on an invoice." /></div></div><div data-component-type="informative"><div class="info-container" info-color="green"><div class="info-title">Tip:</div><div class="info-content"><div>Your business name and email address already appear if you entered them during the <a data-composite="true" href="https://support.wix.com/en/article/wix-invoices-creating-an-invoice" target="">setup process</a>.</div></div></div></div><div data-component-type="heading"><h2 id="" level="3">To add your business info:</h2></div><div data-component-type="text"><ol>
  <li>Go to your <a href="https://www.wix.com/my-account/site-selector/?buttonText=Manage%20Business%20Info&amp;title=Select%20a%20Site&amp;autoSelectOnSingleSite=true&amp;actionUrl=https://www.wix.com/dashboard/{{metaSiteId}}/settings/business-info/" target="_blank">Business Info</a> in your site's dashboard.</li>  <li>Fill in your information.</li>  <li>Click <strong>Save</strong>.</li></ol></div><div data-component-type="text"><div>For detailed instructions on adding your business information, click <a href="https://support.wix.com/en/article/adding-your-sites-business-information">here</a>.</div></div>

Customize how you want customers to pay you by defining your currency and payment terms. Your payment terms determine how soon after receiving an invoice customers need to finalize their payment.To ch...

Wix Invoices & Price Quotes: Changing Your Currency and Payment Terms

<div data-component-type="text"><div>Customize how you want customers to pay you by defining your currency and payment terms. Your payment terms determine how soon after receiving an invoice customers need to finalize their payment.</div></div><div data-component-type="heading"><h2 id="" level="3">To change the currency and payment terms:</h2></div><div data-component-type="text"><ol>
  <li><a data-composite="true" href="https://www.wix.com/my-account/site-selector/?buttonText=Manage%20Settings&amp;title=Select%20a%20Site&amp;autoSelectOnSingleSite=true&amp;actionUrl=https://www.wix.com/dashboard/%7b%7bmetaSiteId%7d%7d/settings" target="_blank">Go to Settings</a> in your site's dashboard.</li>  <li>Click <strong>Getting paid </strong>in the <strong>Finance and Payments </strong>section.</li>  <li>Click the<strong> Currency</strong> drop-down in the <strong>General details </strong>section and select the relevant currency.</li>  <li>Click the<strong> Default payment terms</strong> drop-down and select the relevant payment terms.<br />
<strong>Note:</strong> Click <strong>Set Custom Terms</strong> to customize your payment terms.</li></ol></div><div data-component-type="image"><div class="img-container" style="text-align:center"><img src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/6c3762e1-9c1a-4295-a5a9-bf8de5216635/2024/10/07/0c125db0-9f3b-45c5-8d71-384155cfe596/25702887-d5cb-40dc-bc2d-2e2bc6ccb32c.png" alt="A screenshot showing how to change the currency and payment terms for your invoices and price quotes." /></div></div><div data-component-type="informative"><div class="info-container" info-color="blue"><div class="info-title">Note:</div><div class="info-content"><div>Changing the default payment terms defines the due date for your invoices and the payments terms for your price quotes. You can adjust these terms while creating an invoice or price quote. </div></div></div></div>

Wix Invoices and Price Quotes lets you bill customers for items or services you provide. You can add them in advance so that they’re available whenever you create an invoice or price quote, or add the...

Wix Invoices & Price Quotes: Adding Your Items and Services

<div data-component-type="text"><div>Wix Invoices and Price Quotes lets you bill customers for items or services you provide. You can add them in advance so that they’re available whenever you create an invoice or price quote, or add them while you’re creating the invoice or price quote.</div></div><div data-component-type="informative"><div class="info-container" info-color="orange"><div class="info-title">Are you using Wix Stores?</div><div class="info-content"><div>These instructions are meant for items that you prefer to send separately, and don't already appear in your catalog. You can also <a data-composite="true" href="https://support.wix.com/en/article/wix-stores-creating-invoices-for-store-orders#automatically-creating-invoices-for-each-order" target="">create automated invoices</a> for each store order you receive.</div></div></div></div><div data-component-type="heading"><h2 id="" level="3">To add an item or service:</h2></div><div data-component-type="text"><ol>
  <li>Go to <a data-composite="true" href="https://www.wix.com/my-account/site-selector/?buttonText=Go%20to%20Invoices&amp;title=Select%20a%20Site&amp;autoSelectOnSingleSite=true&amp;actionUrl=https://www.wix.com/dashboard/{{metaSiteId}}/invoices/invoices/list?referralInfo=KB-Article" target="_blank">Invoices</a> or <a data-composite="true" href="https://www.wix.com/my-account/site-selector/?buttonText=Manage%20Price%20Quotes&amp;title=Select%20a%20Site&amp;autoSelectOnSingleSite=true&amp;actionUrl=https://www.wix.com/dashboard/{{metaSiteId}}/price-quotes" target="_blank">Price Quotes</a> in your site's dashboard.</li>  <li>Click <strong>More Actions</strong> at the top right.</li>  <li>Select <strong>Create items &amp; services</strong>.</li>  <li>Click <strong>+ New Item </strong>and enter the details:
    <ul>
      <li><strong>Item / Service: </strong>Enter the name of the item or service.</li>      <li><strong>Description:</strong> Add a short description.</li>      <li><strong>Price: </strong>Enter the price of the item or service.</li>    </ul>  </li>  <li>Click <strong>Save</strong>. </li></ol></div><div data-component-type="image"><div class="img-container" style="text-align:center"><img src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/6c3762e1-9c1a-4295-a5a9-bf8de5216635/2024/11/20/68d77664-5223-4ea7-8877-5dfb31dda89c/a7eecdce-ccee-41ad-9b78-e1c8b852c65e.png" alt="A screenshot showing how to create an item or service to add to your future invoices." /></div></div><div data-component-type="informative"><div class="info-container" info-color="green"><div class="info-title">Tip:</div><div class="info-content"><div>You can also add a new item or service while creating an invoice or price quote. Start typing in the <strong>Item or Service</strong> field and click <strong>New Item</strong>.</div></div></div></div><div data-component-type="informative"><div class="info-container" info-color="blue"><div class="info-title">Want to edit or delete an item or service?</div><div class="info-content"><div>Click the Edit icon <img data-composite="true" src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/6c3762e1-9c1a-4295-a5a9-bf8de5216635/2024/11/20/b120c37d-a7ef-4106-ad10-b75310065038/58a6a387-a4b3-40f6-9543-1a04ed16f0f4.png" /> or the Delete icon <img data-composite="true" src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/6c3762e1-9c1a-4295-a5a9-bf8de5216635/2024/11/20/c5147702-c9cf-407e-9f81-3aa399414a47/3e3f4f0a-f3f6-4489-8a23-66f16fa1d1ea.png" /> next to the item / service you want to make changes to.</div><div><br /></div><div><img data-composite="true" src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/6c3762e1-9c1a-4295-a5a9-bf8de5216635/2024/11/20/39eb541c-2af9-406c-a481-f50cda836279/5f0e8824-930e-4bc3-8849-c438e0e1e38f.png" alt="A screenshot showing how to delete an item or a service in the invoices section of the dashboard." /></div></div></div></div>

Add different tax types (e.g., VAT, state tax) so that they're easily accessible when creating a new invoice or price quote.When creating an invoice or price quote, the tax type appears when you click...

Wix Invoices & Price Quotes: Adding Tax Types

<div data-component-type="text"><div>Add different tax types (e.g., VAT, state tax) so that they're easily accessible when creating a new invoice or price quote.</div></div><div data-component-type="text"><div>When creating an invoice or price quote, the tax type appears when you click the drop-down menu under <strong>Tax</strong>. You can also add a new tax type directly from this drop-down menu.</div></div><div data-component-type="line"><hr line-style="thin" /></div><div data-component-type="heading"><h2 id="setting-up-tax" level="3">Setting up tax</h2></div><div data-component-type="text"><ol>
  <li><a data-composite="true" href="https://www.wix.com/my-account/site-selector/?buttonText=Manage%20Settings&amp;title=Select%20a%20Site&amp;autoSelectOnSingleSite=true&amp;actionUrl=https://www.wix.com/dashboard/%7b%7bmetaSiteId%7d%7d/settings" target="_blank">Go to Settings</a> in your site's dashboard.</li>  <li>Click <strong>Getting paid</strong>. </li>  <li>Click <strong>+ Add New Tax</strong> in the <strong>Taxes</strong> section. </li></ol></div><div data-component-type="image"><div class="img-container" style="text-align:center"><img src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/6c3762e1-9c1a-4295-a5a9-bf8de5216635/2024/10/21/3dbda75c-486c-47ce-b314-c7095b1bf4c6/4cfb6c42-dc41-419d-be0d-9b2a958d2305.png" alt="A screenshot showing how to set your tax rates in the Settings section of the dashboard." /></div></div><div data-component-type="text"><ol>
  <li>Enter the <strong>Tax name</strong> (e.g., VAT, State Tax) and <strong>Rate</strong> (%). </li>  <li>Click <strong>Save</strong>.</li></ol></div><div data-component-type="line"><hr line-style="thin" /></div><div data-component-type="heading"><h2 id="setting-how-taxes-are-displayed-on-the-invoice" level="3">Setting how taxes are displayed on the invoice</h2></div><div data-component-type="text"><div>When creating a new invoice, you can set how taxes are calculated and displayed on the invoice. </div></div><div data-component-type="informative"><div class="info-container" info-color="blue"><div class="info-title">Note:</div><div class="info-content"><div>This feature is currently only available for Invoices, but not Price Quotes. </div></div></div></div><div data-component-type="heading"><h2 id="" level="4">To set how taxes are displayed:</h2></div><div data-component-type="text"><ol>
  <li><a data-composite="true" href="https://www.wix.com/my-account/site-selector/?buttonText=Go%20to%20Invoices&amp;title=Select%20a%20Site&amp;autoSelectOnSingleSite=true&amp;actionUrl=https://www.wix.com/dashboard/%7B%7BmetaSiteId%7D%7D/invoices/invoices/list?referralInfo=KB-Article" target="_blank">Go to Invoices</a> in your site's dashboard.</li>  <li>Click <strong>Create New</strong> at the top right and select <strong>Invoice</strong>.</li>  <li><a data-composite="true" href="https://support.wix.com/en/article/wix-invoices-creating-an-invoice" target="">Enter the relevant details</a>, including products or services. </li>  <li>Hover over the tooltip next to <strong>Taxes</strong> and click <strong>Set tax calculations here</strong>. <br />
<img data-composite="true" src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/6c3762e1-9c1a-4295-a5a9-bf8de5216635/2024/08/29/f4f3c314-8cd1-4d40-8360-54b00a0eb8c3/b12689bf-cc2e-4216-8982-b200f560e5e7.png" alt="A screenshot showing how to set tax calculation and display when creating new invoices." /></li>  <li>Select whether you want to <strong>Exclude tax from item price</strong> or <strong>Include tax in the item's price</strong>.<br />
<img data-composite="true" src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/6c3762e1-9c1a-4295-a5a9-bf8de5216635/2024/07/05/faa023cf-6ec8-43f6-9d6a-0c7cc1dfa63b/d5b8f424-b976-4efd-ac2a-e46f4a276d2d.png" /></li>  <li>Click <strong>Save</strong>. </li></ol></div>

The number automatically assigned to your first invoice and price quote is 0000001. You can update the number if you want to count or label invoices and price quotes another way.Important:After creati...

Wix Invoices & Price Quotes: Changing Your Initial Document Number

<div data-component-type="text"><div>The number automatically assigned to your first invoice and price quote is 0000001. You can update the number if you want to count or label invoices and price quotes another way.</div></div><div data-component-type="informative"><div class="info-container" info-color="orange"><div class="info-title">Important:</div><div class="info-content"><div>After creating your first invoice or price quote, you cannot replace the number you originally set with a lower number.</div></div></div></div><div data-component-type="image"><div class="img-container" style="text-align:center"><img src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/be0b50df-801c-4d6d-b81c-dc49333eccac/2023/02/27/080654da-a02e-4f31-b147-643f4ac7ba4a/ac0648d3-c054-445b-bc21-fd40366d3721.png" alt="A screenshot of the Invoices tab of Invoices &amp; Quotes Settings" /></div></div><div data-component-type="heading"><h2 id="" level="3">To change your initial document number:</h2></div><div data-component-type="text"><ol>
  <li>Go to <a data-composite="true" href="https://www.wix.com/my-account/site-selector/?buttonText=Manage%20Settings&amp;title=Select%20a%20Site&amp;autoSelectOnSingleSite=true&amp;actionUrl=https://www.wix.com/dashboard/%7b%7bmetaSiteId%7d%7d/settings" target="_blank">Settings</a> in your site's dashboard.</li>  <li>Click <strong>Getting paid</strong> under <strong>Finance and Payments</strong>. </li>  <li>Choose whether you want to change the number of an invoice or price quote:</li></ol></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">Invoice document number</h4><div class="collapsible-content"><ol>
  <li>Click the <strong>Invoices</strong> tab.</li>  <li>Click <strong>Header details</strong>. </li>  <li>Click <strong>Edit invoice numbering</strong> in the <strong>Document name and number</strong> section.<br />
<img data-composite="true" src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/be0b50df-801c-4d6d-b81c-dc49333eccac/2023/02/27/c62f25ab-7b21-4d6b-9162-417dcfce93ca/c3b22e62-8979-444d-972b-36d7595a814b.png" /></li>  <li>Enter the number you wish to use in the <strong>Start numbering at</strong> field.</li>  <li>Click <strong>Done</strong>.</li></ol></div></div></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">Price Quote document number</h4><div class="collapsible-content"><ol>
  <li>Click the <strong>Price Quotes</strong> tab.</li>  <li>Click the <strong>Edit</strong> icon <img data-composite="true" src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/e9471e96-8e0a-4ac1-9fa6-02e99938bd27/2020/11/29/cf03ac71-8159-4c5c-99af-528a53a61816/7d16caaa-49b1-472f-9bec-585c4590fff1.png" /> in the <strong>Price quote numbering</strong> section.</li>  <li>Enter the number you wish to use in the <strong>Start numbering at</strong> field.</li>  <li>Click <strong>Save</strong>.</li></ol></div></div></div>

Easily locate a specific invoice or price quote any time you need it, filter by a specific criteria or sort your lists according to your needs.To search, filter, and sort your invoices or quotes:
  Go...

Wix Invoices & Price Quotes: Searching, Filtering, and Sorting

<div data-component-type="text"><div>Easily locate a specific invoice or price quote any time you need it, filter by a specific criteria or sort your lists according to your needs.</div></div><div data-component-type="heading"><h2 id="" level="3">To search, filter, and sort your invoices or quotes:</h2></div><div data-component-type="text"><ol>
  <li>Go to your <a href="https://www.wix.com/my-account/site-selector/?buttonText=Go%20to%20Invoices&amp;title=Select%20a%20Site&amp;autoSelectOnSingleSite=true&amp;actionUrl=https://www.wix.com/dashboard/{{metaSiteId}}/invoices/invoices/list?referralInfo=KB-Article" target="">Invoices</a> or <a href="https://www.wix.com/my-account/site-selector/?buttonText=Manage%20Price%20Quotes&amp;title=Select%20a%20Site&amp;autoSelectOnSingleSite=true&amp;actionUrl=https://www.wix.com/dashboard/{{metaSiteId}}/price-quotes" target="">Price Quotes</a> tab on your site's dashboard.</li>  <li>Choose what you want to do:</li></ol></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">Search for an invoice or price quote</h4><div class="collapsible-content"><div>Enter a search term in the search bar above the:</div><div><strong>Invoice list</strong> </div><div><img data-composite="true" src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/6c3762e1-9c1a-4295-a5a9-bf8de5216635/2024/11/29/2a21d655-ffd1-4bc5-9658-c97fd9aeb604/8aecf4b8-6dfe-4549-b4df-8f8f7b1c1b05.png" alt="A screenshot showing the search bar on the Invoices list in the dashboard." /></div><div><br /></div><div><strong>Price Quote list</strong></div><div><img data-composite="true" src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/6c3762e1-9c1a-4295-a5a9-bf8de5216635/2024/11/29/68d78b23-dbe4-446b-a4b0-b627352b4a53/7d92541b-52e3-4451-b51b-766485e55251.png" alt="A screenshot showing the search bar in the price quotes list section of the dashboard." /></div><div><br /></div><div><br /></div></div></div></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">Filter your invoice list or price quote list</h4><div class="collapsible-content"><div>Click the <strong>Filter By</strong> drop-down and select a status for:</div><div><strong>Invoices</strong><br />
<img data-composite="true" src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/6c3762e1-9c1a-4295-a5a9-bf8de5216635/2024/11/29/2ee15158-f723-4943-9b79-4bea6e557656/f747f751-8ac5-42b8-a8ca-36ed14c95455.png" alt="A screenshot showing how to filter your invoices list." /></div><div><br /></div><div><strong>Price Quotes</strong></div><div><img data-composite="true" src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/6c3762e1-9c1a-4295-a5a9-bf8de5216635/2024/11/29/cf02af92-195d-44b8-96f5-a09e3fde9ff0/f73d7710-ddd9-4b79-be76-d201b57306ae.png" alt="A screenshot showing how to filter your Price Quotes list." /></div></div></div></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">Sort your invoice list or price quote list</h4><div class="collapsible-content"><ol>
  <li>Click a column name to sort the list by one of the following for your:
    <ul>
      <li><strong>Invoices</strong>:
        <ul>
          <li>Number</li>          <li>Customer</li>          <li>Issue date</li>          <li>Due date</li>          <li>Total</li>          <li>Status</li>        </ul>      </li>      <li><strong>Price Quotes</strong>:
        <ul>
          <li>Number</li>          <li>Title</li>          <li>Customer</li>          <li>Created On</li>          <li>Total Price</li>          <li>Status</li>        </ul>      </li>    </ul>  </li>  <li> (Optional) Click again to reverse the order (e.g. Number 000125 to 000001 instead of 000001 to 000125).<br />
<img data-composite="true" src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/6c3762e1-9c1a-4295-a5a9-bf8de5216635/2024/11/29/1e0e91ab-dfd0-415a-9615-f5f3a1244961/0d4f81eb-7c74-4e1f-926c-7eb38d63a5b2.png" alt="A screenshot showing how to sort the order of your invoices list by Invoice number." /></li></ol></div></div></div>

Manage all of your invoice and price quotes settings in one centralized location. You can customize them to comply with your country's tax regulations, personalize them for your customers, and adjust ...

Wix Invoices & Price Quotes: Managing Your Settings

<div data-component-type="text"><div>Manage all of your invoice and price quotes settings in one centralized location. You can customize them to comply with your country's tax regulations, personalize them for your customers, and adjust them according to your business needs.</div></div><div data-component-type="informative"><div class="info-container" info-color="orange"><div class="info-title">Important:</div><div class="info-content"><ul>
  <li>Any changes you make will impact past, present, and future invoices.</li>  <li><a data-composite="true" href="https://support.wix.com/en/article/accepting-payments-an-overview" target="">Learn how</a> to set up a payment method to accept payments from your clients.</li></ul></div></div></div><div data-component-type="heading"><h2 id="" level="3">To manage your settings:</h2></div><div data-component-type="text"><ol>
  <li>Go to <a data-composite="true" href="https://www.wix.com/my-account/site-selector/?buttonText=Manage%20Settings&amp;title=Select%20a%20Site&amp;autoSelectOnSingleSite=true&amp;actionUrl=https://www.wix.com/dashboard/%7b%7bmetaSiteId%7d%7d/settings" target="_blank">Settings</a> in your site's dashboard.</li>  <li>Click <strong>Getting Paid Settings</strong>. </li>  <li>Click the tabs to customize the following (click below to learn more):</li></ol></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">General</h4><div class="collapsible-content"><div>Customize your general business settings. Changes you make on this tab affect your invoices and price quotes.</div><ol>
  <li>Enter your Company ID and Finance Info:
    <ol>
      <li>Enter your<strong> Company ID</strong>.</li>      <li>Click the <strong>Currency</strong> down and select the billing currency. </li>      <li>Click the <strong>Default Payment Terms </strong>drop-down and select the payment terms.</li>      <li>Click <strong>Set Custom Label</strong> to add your own terms.</li>    </ol>  </li>  <li>Enter your country's tax information:
    <ol>
      <li>Click<strong> Add New Tax </strong>and enter the Tax Name and Rate (%).</li>      <li>Click<strong> Save.</strong></li>    </ol>  </li></ol></div></div></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">Invoices</h4><div class="collapsible-content"><div>You can personalize your invoices to fit the needs of both your business and your customers.</div><ul>
  <li><strong>Document Details: </strong>Add up to 2. In settings, you can only add the label and once invoice created, you can add the value per invoice.</li>  <li><strong>Your Business Info:</strong> Add up to 5 of the below business fields and their values to appear on every new invoice you send or add your own custom detail.<br />
<strong>Note: </strong><a href="https://support.wix.com/en/article/wix-invoices-customizing-your-invoices" target="">Learn how</a> to customize your invoices.</li></ul><div><img src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/e9471e96-8e0a-4ac1-9fa6-02e99938bd27/2020/11/15/700afd58-dc54-4d58-ae1a-88a335f0188b/839cd895-5cb7-48fe-833e-f40c1a8e8f6d.png" /></div></div></div></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">Price Quotes</h4><div class="collapsible-content"><div><strong>You can manage your default price quote settings. </strong></div><ol>
  <li>Edit your price quotes and customize how they look when they are sent to your customers.
    <ul>
      <li><strong>Business Details: </strong>These details will appear on the top of each price quote and can be edited by clicking on site settings or Go To Site Settings.</li>      <li><strong>Price Quote Numbering: </strong>The price quote number automatically starts at 000001. Click the <strong>Edit</strong> icon <img src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/e9471e96-8e0a-4ac1-9fa6-02e99938bd27/2020/09/17/af53ef83-d201-45a2-93e3-cc979b7611b5/230d7834-aa07-484a-954b-dbe4c6479186.png" /> to change the start number.</li>      <li><strong>Convert Quotes to Invoices: </strong>Click the toggle to<strong> </strong>automatically send an invoice to your customer when they accept your price quote.</li>      <li><strong>Default Notes Sections: </strong>Customize a personal message or Legal Notes to your customers.</li>    </ul>  </li>  <li>Customize the <strong>Default Emails to Customers </strong>when you send them a price quote.
    <ul>
      <li><strong>Subject: </strong>Set your default subject line for all emails or change it per price quote you send out.</li>      <li><strong>Message: </strong>Write the message you want to appear for all emails or change it per price quote you send out.</li>    </ul>  </li></ol></div></div></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">Automations</h4><div class="collapsible-content"><div>Automations help you save time on manual tasks. You can send automated emails to your customers to remind them about when their invoices are, when their price quote expires, or customize your own messaging.</div><ol>
  <li>Hover over any of the predefined automations.</li>  <li>Click <strong>Set Automation</strong>.<br />
<img data-composite="true" src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/6c3762e1-9c1a-4295-a5a9-bf8de5216635/2024/11/20/311d51ae-0f2e-4419-9455-23c5ee0960e7/cb52d164-c478-42f4-8a2e-1e6db1d45807.png" alt="A screenshot showing how to set up a suggested automation." /></li>  <li>Review the <strong>Trigger</strong>, <strong>Timing</strong> and <strong>Action</strong> presets and click <strong>Edit</strong> to customize them using the options available to suit your needs. </li>  <li>Click <strong>Activate</strong>. </li></ol><div><br /></div><div><strong>Note:</strong> Alternatively, click <strong>Explore More Automations</strong> to see additional templates, or click <strong>Create your own</strong> to create one from scratch. Learn more about <a data-composite="true" href="https://support.wix.com/en/article/wix-automations-creating-a-new-automation" target="">creating a new automation using Wix Automations</a>. </div></div></div></div><div data-component-type="informative"><div class="info-container" info-color="green"><div class="info-title">Tip:</div><div class="info-content"><div>Click <a href="https://www.wix.com/my-account/site-selector/?buttonText=Manage%20Business%20Info&amp;title=Select%20a%20Site&amp;autoSelectOnSingleSite=true&amp;actionUrl=https://www.wix.com/dashboard/%7B%7BmetaSiteId%7D%7D/settings/business-info/" target="">here</a> to setup or edit your additional business information such as contact information, basic information, and the location of your business.</div></div></div></div>

Add notes that appear at the bottom of all of your invoices or price quotes. This is a great place to add a thank you message, payment terms and more.Important:If you add or edit these default notes, ...

Wix Invoices & Price Quotes: Adding Default Notes

<div data-component-type="text"><div>Add notes that appear at the bottom of all of your invoices or price quotes. This is a great place to add a thank you message, payment terms and more.</div></div><div data-component-type="informative"><div class="info-container" info-color="orange"><div class="info-title">Important:</div><div class="info-content"><div>If you add or edit these default notes, your new notes will only appear on invoices and price quotes issued after you've made these changes. Updates will not be applied to past invoices or price quotes retroactively.</div></div></div></div><div data-component-type="heading"><h2 id="" level="3">To add default notes:</h2></div><div data-component-type="text"><ol>
  <li><a data-composite="true" href="https://www.wix.com/my-account/site-selector/?buttonText=Manage%20Settings&amp;title=Select%20a%20Site&amp;autoSelectOnSingleSite=true&amp;actionUrl=https://www.wix.com/dashboard/%7b%7bmetaSiteId%7d%7d/settings" target="_blank">Go to Settings</a> in your site's dashboard.</li>  <li>Click <strong>Getting paid</strong>. </li>  <li>Click <strong>Invoices &amp; quotes</strong>.</li>  <li>Go to the relevant tab: 
    <ul>
      <li><strong>Invoices</strong>
        <ol>
          <li>Click the <strong>Footer notes </strong>drop-down.</li>          <li>Enter <strong>Notes</strong> or <strong>Terms</strong>.</li>        </ol>      </li>      <li><strong>Price Quotes:</strong>
        <ol>
          <li>Scroll down to <strong>Default note sections</strong>.</li>          <li>Enter <strong>Notes</strong> or <strong>Terms</strong>.</li>        </ol>      </li>    </ul>  </li></ol></div><div data-component-type="informative"><div class="info-container" info-color="green"><div class="info-title">Tip:</div><div class="info-content"><div>You can also edit default notes when creating a new invoice or price quote.</div></div></div></div>

Review and manage all of your price quotes on the go using the Wix app. You can create and share new price quotes and manage your existing price quotes.Creating new price quotesCreate a new price quot...

Wix Price Quotes: Managing Your Price Quotes in the Wix App

<div data-component-type="text"><div>Review and manage all of your price quotes on the go using the <a data-composite="true" href="https://support.wix.com/en/article/wix-owner-app-an-overview" target="">Wix app</a>. You can create and share new price quotes and manage your existing price quotes.</div></div><div data-component-type="image"><div class="img-container" style="text-align:center"><img src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/be0b50df-801c-4d6d-b81c-dc49333eccac/2023/11/08/2bd1782d-8e7b-4d9d-85f7-d912016e1d21/8bcbb561-0dbb-4875-8832-d3929ec8a12c.png" alt="A screenshot of the create price quote screen in the Wix Owner app." /></div></div><div data-component-type="line"><hr line-style="thin" /></div><div data-component-type="heading"><h2 id="creating-new-price-quotes" level="3">Creating new price quotes</h2></div><div data-component-type="text"><div>Create a new price quote and instantly share it with a contact. If the recipient isn't yet a contact, you can add them to your Contact List.</div></div><div data-component-type="heading"><h2 id="" level="4">To create a price quote:</h2></div><div data-component-type="text"><ol>
  <li>Go to your site in the <a data-composite="true" href="https://support.wix.com/en/article/wix-owner-app-an-overview" target="_blank">Wix app</a>.﻿</li>  <li>Tap <strong>Manage</strong> <img data-composite="true" src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/8769cf44-f342-494c-b25f-cc98c9da3e82/2021/04/12/3fc0f98c-0997-47b3-b7bd-6ae31a67e078/ce9c0fe5-f60d-4448-8fc2-9ba4cf636f93.png" /> at the bottom.</li>  <li>Tap <strong>Price Quotes </strong>under <strong>Getting Paid</strong>.</li>  <li>Tap <strong>Create Price Quote</strong>.</li>  <li>Tap <strong>+ Choose a contact</strong> to select the recipient of your price quote.<br />
<strong>Note:</strong> If the recipient isn't yet a contact, you can add them to your Contact List.</li>  <li>Enter your price quote title, expiration date and default payment terms in the <strong>Quote Details</strong> section.</li>  <li>Tap <strong>+ Add Items</strong> in the <strong>Product or Service</strong> section to select the relevant product or service.<br />
<strong>Note: </strong>You can add a new product or service if needed.</li>  <li>(Optional) Tap <strong>Add</strong> next to <strong>Discount</strong> to add a discount.</li>  <li>(Optional) Tap <strong>Edit</strong> next to <strong>Notes</strong> or <strong>Legal Terms</strong> to make updates.</li>  <li>Tap <strong>Next</strong> in the top right.</li>  <li>Choose what you want to do:
    <ul>
      <li><strong>Send via email:</strong> Instantly send this price quote to your selected contact via email.</li>      <li><strong>Share via:</strong> Share a link to this price quote via one of your device's native apps.</li>      <li><strong>Download PDF:</strong> Download a PDF copy to your mobile device.</li>      <li><strong>Preview:</strong> View a preview of the price quote your recipient will see.</li>      <li><strong>Save and close:</strong> Save your price quote as a draft.</li>    </ul>  </li></ol></div><div data-component-type="image"><div class="img-container" style="text-align:center"><img src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/be0b50df-801c-4d6d-b81c-dc49333eccac/2023/11/13/3b8d3273-ac57-4952-8ea0-0956c5bb782a/bd91211f-4a5c-4c5f-97b2-5a3487975cb8.png" alt="A screenshot of share price quote options." /></div></div><div data-component-type="line"><hr line-style="thin" /></div><div data-component-type="heading"><h2 id="reviewing-your-price-quotes" level="3">Reviewing your price quotes </h2></div><div data-component-type="text"><div>When you access Price Quotes in your Wix app, you'll see a list of all the price quotes you've created. Tap an individual price quote to view more information.</div><div><br /></div><div>Filter and search to find the price quotes you need. Each price quote will have a status attached:</div><ul>
  <li><strong>Draft:</strong> The price quote has been saved as a draft, but has not been sent to your customer.</li>  <li><strong>Sent:</strong> The price quote has been sent to your customer. Your customer can view and print the price quote.</li>  <li><strong>Accepted:</strong> The price quote has been accepted by your customer.</li>  <li><strong>Invoiced:</strong> The price quote was converted to an invoice and sent to your customer.</li>  <li><strong>Expired:</strong> The price quote has not been accepted and has passed the due date.</li></ul></div><div data-component-type="informative"><div class="info-container" info-color="blue"><div class="info-title">Note:</div><div class="info-content"><div>You may see a &quot;Viewed&quot; tag attached to a price quote. This indicates that the price quote was opened by your customer.</div></div></div></div><div data-component-type="line"><hr line-style="thin" /></div><div data-component-type="heading"><h2 id="managing-your-price-quotes" level="3">Managing your price quotes </h2></div><div data-component-type="text"><div>In the Wix app, you can manage your price quotes in many ways. Make edits and then resend a price quote by email or share via a unique link. Duplicate an existing price quote to save time when creating a new one.</div></div><div data-component-type="informative"><div class="info-container" info-color="blue"><div class="info-title">Note:</div><div class="info-content"><div>The options you have to manage a price quote differ depending on the status of the price quote.</div></div></div></div><div data-component-type="heading"><h2 id="" level="4">To manage your price quotes:</h2></div><div data-component-type="text"><ol>
  <li>Go to your site in the <a data-composite="true" href="https://support.wix.com/en/article/wix-owner-app-an-overview" target="_blank">Wix app</a>.﻿</li>  <li>Tap <strong>Manage</strong> <img data-composite="true" src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/8769cf44-f342-494c-b25f-cc98c9da3e82/2021/04/12/3fc0f98c-0997-47b3-b7bd-6ae31a67e078/ce9c0fe5-f60d-4448-8fc2-9ba4cf636f93.png" /> at the bottom.</li>  <li>Tap <strong>Price Quotes </strong>under <strong>Get Paid</strong>.</li>  <li>Tap the price quote you want to manage.</li>  <li>Tap the <strong>More Actions</strong> icon <img data-composite="true" src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/8769cf44-f342-494c-b25f-cc98c9da3e82/2021/04/29/f94a01eb-8038-4c1a-9930-2b449a0e4e28/1f05f949-d789-465f-a6fc-203e5a325901.png" />  at the top of your screen. </li>  <li>Choose what you want to do:</li></ol></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">Edit</h4><div class="collapsible-content"><ol>
  <li>Tap <strong>Edit</strong>.</li>  <li>Edit the relevant information.</li>  <li>Tap <strong>Update</strong>.</li></ol><div><br /></div><div><strong>Note: </strong>When you update your customer's email address:</div><ul>
  <li><strong>For all sent price quotes:</strong> The status will change back to Draft. A new price quote link is created and the original link will no longer be valid. You can resend the price quote via email or by using the new price quote link.</li>  <li><strong>For all paid price quotes:</strong> The updated customer email address will not be reflected on your customer's paid price quote. The change will only be reflected in your <a data-composite="true" href="https://support.wix.com/en/article/about-your-contact-list" target="">Contact List</a>.</li></ul></div></div></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">Duplicate</h4><div class="collapsible-content"><ol>
  <li>Tap <strong>Duplicate</strong>.</li>  <li>(Optional) Make changes to your new draft price quote.</li>  <li>Tap <strong>Next</strong>.</li>  <li>Follow step 6 above to choose how you want to manage this price quote.<br />
</li></ol><div><strong>Note: </strong>The following details update automatically in the duplicated price quote:</div><ul>
  <li><strong>Issue Date: </strong>The issue date is the date the price quote was duplicated.</li>  <li><strong>Price Quote #: </strong>The price quote is given a new price quote number.</li></ul></div></div></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">Convert to invoice</h4><div class="collapsible-content"><div>Instantly convert a price quote to an invoice to set out payment terms for an accepted price quote.</div><div><br /></div><div>Tap <strong>Convert to invoice</strong>.</div></div></div></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">View invoice</h4><div class="collapsible-content"><div>This option will be available if this price quote has been converted to an invoice.</div><div><br /></div><div>Tap <strong>View invoice</strong>.</div></div></div></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">Download PDF</h4><div class="collapsible-content"><div>Tap <strong>Download PDF</strong>.</div></div></div></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">Send or resend via email</h4><div class="collapsible-content"><div>Send or resend a price quote if your customer didn't receive it or accidentally deleted it.</div><div><br /></div><ol>
  <li>Tap <strong>Send via email</strong>.</li>  <li>Review or edit the content of the email your customer will receive.</li>  <li>Tap <strong>Send</strong>.</li></ol></div></div></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">Share via</h4><div class="collapsible-content"><div>Share links to Wix Price Quotes via any platform or channel. By sending customers links to their price quotes, they can review them without having to search for your price quote in their email inbox.</div><div><br /></div><ol>
  <li>Tap <strong>Share via</strong>.</li>  <li>Share your link via one of your device's native apps.</li></ol><div><br /></div><div><strong>Note: </strong>When you create a link for a draft price quote, it will be marked as Sent. This action can't be undone.</div></div></div></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">Delete</h4><div class="collapsible-content"><div>Tap <strong>Delete</strong>.</div><div><br /></div><div>You will not be able to recover a deleted price quote.</div></div></div></div>

Wix Proposals by Prospero helps you win clients with professional proposals. You can create a proposal from scratch or choose from several professionally designed templates.You also set the payment te...

Wix Proposals by Prospero: Adding and Setting up Proposals

Save any proposal you've created as a template, preserving the essential information and design elements, minus the customer's name. Templates allow you to standardize your proposal format and speed u...

Wix Proposals by Prospero: Saving and Managing Proposal Templates

<div data-component-type="text"><div>Save any proposal you've created as a template, preserving the essential information and design elements, minus the customer's name. Templates allow you to standardize your proposal format and speed up the client onboarding process.</div></div><div data-component-type="line"><hr line-style="thin" /></div><div data-component-type="heading"><h2 id="saving-proposals-as-templates" level="3">Saving proposals as templates</h2></div><div data-component-type="text"><div>Once you've finished creating a proposal that you're happy with, and want to use again, you can save the proposal as a template. </div></div><div data-component-type="heading"><h2 id="" level="4">To save a proposal as a template:</h2></div><div data-component-type="text"><ol>
  <li><a data-composite="true" href="https://www.wix.com/my-account/site-selector/?buttonText=Go%20to%20Proposals&amp;title=Select%20a%20Site&amp;autoSelectOnSingleSite=true&amp;actionUrl=https://www.wix.com/dashboard/%7B%7BmetaSiteId%7D%7D/proposals" target="_blank">Go to Proposals</a> in your site's dashboard. </li>  <li>Click the <strong>More Actions</strong> icon <img data-composite="true" src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/d6b40156-9694-4cfe-9209-54815ef9d6dc/2024/03/15/340c7b62-53d6-4ccd-aaeb-8f8038057706/f3b3527e-0887-4823-ab73-fcc4b2d85177.png" /> next to the relevant existing proposal.</li>  <li>Click <strong>Save</strong> <strong>as template</strong>. </li></ol></div><div data-component-type="image"><div class="img-container" style="text-align:center"><img src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/6c3762e1-9c1a-4295-a5a9-bf8de5216635/2024/03/26/90855978-a5c6-4e47-b733-213aec404ff7/92b21eaa-8abe-4f5d-ab7c-1f917c908274.png" alt="A screenshot showing how to save an existing proposal as a template." /></div></div><div data-component-type="line"><hr line-style="thin" /></div><div data-component-type="heading"><h2 id="creating-a-new-proposal-from-a-template" level="3">Creating a new proposal from a template</h2></div><div data-component-type="text"><div>You can create new proposals from templates at any time. This is great for speeding up your workflow and sharing the proposal with the client as quickly as possible. </div></div><div data-component-type="heading"><h2 id="" level="4">To create a new proposal from a template:</h2></div><div data-component-type="text"><ol>
  <li><a data-composite="true" href="https://www.wix.com/my-account/site-selector/?buttonText=Go%20to%20Proposals&amp;title=Select%20a%20Site&amp;autoSelectOnSingleSite=true&amp;actionUrl=https://www.wix.com/dashboard/%7B%7BmetaSiteId%7D%7D/proposals" target="_blank">Go to Proposals</a> in your site's dashboard. </li>  <li>Click <strong>Manage</strong> next to <strong>Saved Templates</strong> at the top right.</li>  <li>Click the <strong>More Actions</strong> icon <img data-composite="true" src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/d6b40156-9694-4cfe-9209-54815ef9d6dc/2024/03/15/340c7b62-53d6-4ccd-aaeb-8f8038057706/f3b3527e-0887-4823-ab73-fcc4b2d85177.png" /> next to the relevant template.</li>  <li>Click <strong>Use template</strong>.</li>  <li>Update the details of the new proposal to suit your clients' needs, including: the <strong>Title</strong>, <strong>Customer</strong>, <strong>Products and Services</strong>, and the <strong>Payment settings</strong>. </li>  <li>Click <strong>Next</strong> at the top right. </li>  <li>Update the design of the proposal using the available options. </li>  <li>Click <strong>Preview</strong>. </li>  <li>Click <strong>Share</strong> at the top and choose the relevant option:
    <ul>
      <li><strong>Copy Link URL:</strong> Click <strong>Copy Proposal link</strong> to share the link manually, via messaging platform, for example. </li>      <li><strong>Send via email:</strong> Click <strong>Send Proposal</strong>. </li>      <li><strong>Save as a template for future use:</strong> Click to save and reuse the proposal as a template. </li>    </ul>  </li>  <li>Click <strong>Done</strong>. </li></ol></div><div data-component-type="image"><div class="img-container" style="text-align:center"><img src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/6c3762e1-9c1a-4295-a5a9-bf8de5216635/2024/03/26/a6a63ad7-2cc0-4a2f-80fd-d3f445f39a9b/d0a5a01a-1984-4b6f-9ad5-8b3becd0ed7d.png" alt="A screenshot showing how to share your proposal." /></div></div><div data-component-type="line"><hr line-style="thin" /></div><div data-component-type="heading"><h2 id="updating-an-existing-proposal-template" level="3">Updating an existing proposal template</h2></div><div data-component-type="text"><div>As your business grows, or your needs change, you can update any of your existing templates at any time. </div></div><div data-component-type="heading"><h2 id="" level="4">To update an existing proposal template:</h2></div><div data-component-type="text"><ol>
  <li><a data-composite="true" href="https://www.wix.com/my-account/site-selector/?buttonText=Go%20to%20Proposals&amp;title=Select%20a%20Site&amp;autoSelectOnSingleSite=true&amp;actionUrl=https://www.wix.com/dashboard/%7B%7BmetaSiteId%7D%7D/proposals" target="_blank">Go to Proposals</a> in your site's dashboard. </li>  <li>Click <strong>Manage</strong> next to <strong>Saved Templates</strong> at the top right. </li>  <li>Click the <strong>More Actions</strong> icon <img data-composite="true" src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/d6b40156-9694-4cfe-9209-54815ef9d6dc/2024/03/15/340c7b62-53d6-4ccd-aaeb-8f8038057706/f3b3527e-0887-4823-ab73-fcc4b2d85177.png" /> next to the relevant template. </li>  <li>Click <strong>Edit template</strong>. </li></ol></div><div data-component-type="image"><div class="img-container" style="text-align:center"><img src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/6c3762e1-9c1a-4295-a5a9-bf8de5216635/2024/05/03/a0064442-bdf2-4d80-bcf1-761cf40d392f/f0a8dee9-e5fd-4d4d-970c-5522966367b3.png" alt="A screenshot showing how to update an existing proposal template." /></div></div><div data-component-type="text"><ol>
  <li>Choose what you want to update:
    <ul>
      <li><strong>Proposal details</strong>: Make the necessary updates to any details under <strong>General info</strong>, <strong>Products and services</strong>, and <strong>Payment terms</strong>. Then click <strong>Next</strong> at the top right. </li>      <li><strong>Design:</strong> Click <strong>Next</strong> at the top right. Then, make the necessary updates to the proposal template design using the available options. </li>    </ul>  </li>  <li>Click <strong>Next</strong> at the top right of the <strong>Design</strong> section. </li>  <li>Click <strong>Desktop </strong>or <strong>Mobile </strong>at the top right to preview the proposal. </li>  <li>Click <strong>Save</strong> at the top when you're finished updating the proposal. </li></ol></div><div data-component-type="image"><div class="img-container" style="text-align:center"><img src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/6c3762e1-9c1a-4295-a5a9-bf8de5216635/2024/03/26/1ad044de-6bdc-4cd1-8e11-40f74de6712c/921574eb-a9c4-4e45-b163-6d8822e209ea.png" alt="A screenshot showing how to save updates to a proposal template." /></div></div><div data-component-type="line"><hr line-style="thin" /></div><div data-component-type="heading"><h2 id="duplicating-a-proposal-template" level="3">Duplicating a proposal template</h2></div><div data-component-type="text"><div>You can duplicate your proposal templates if you need to make new versions that differ slightly from one another. This works well if you have clients with similar, but slightly different needs, and want to use the same template design, for example. </div></div><div data-component-type="heading"><h2 id="" level="4">To duplicate a proposal template:</h2></div><div data-component-type="text"><ol>
  <li><a data-composite="true" href="https://www.wix.com/my-account/site-selector/?buttonText=Go%20to%20Proposals&amp;title=Select%20a%20Site&amp;autoSelectOnSingleSite=true&amp;actionUrl=https://www.wix.com/dashboard/%7B%7BmetaSiteId%7D%7D/proposals" target="_blank">Go to Proposals</a> in your site's dashboard. </li>  <li>Click <strong>Manage</strong> next to <strong>Saved Templates</strong> at the top right.</li>  <li>Click the <strong>More Actions</strong> icon <img data-composite="true" src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/d6b40156-9694-4cfe-9209-54815ef9d6dc/2024/03/15/340c7b62-53d6-4ccd-aaeb-8f8038057706/f3b3527e-0887-4823-ab73-fcc4b2d85177.png" /> next to the relevant existing template.</li>  <li>Click <strong>Duplicate template</strong>. </li></ol></div><div data-component-type="image"><div class="img-container" style="text-align:center"><img src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/6c3762e1-9c1a-4295-a5a9-bf8de5216635/2024/03/26/24c6cd6d-43dc-4768-b44c-fc72acf933d1/7f789f2c-93d3-4b9e-84f7-d384455dd0c6.png" alt="A screenshot showing how to duplicate an existing proposal template." /></div></div><div data-component-type="line"><hr line-style="thin" /></div><div data-component-type="heading"><h2 id="editing-proposal-template-info" level="3">Editing proposal template info</h2></div><div data-component-type="text"><div>You can change the proposal template name and thumbnail, and add a note whenever you need. This is useful when you duplicate an existing template and need to tell the two copies apart. </div></div><div data-component-type="heading"><h2 id="" level="4">To edit an existing proposal template's information:</h2></div><div data-component-type="text"><ol>
  <li><a data-composite="true" href="https://www.wix.com/my-account/site-selector/?buttonText=Go%20to%20Proposals&amp;title=Select%20a%20Site&amp;autoSelectOnSingleSite=true&amp;actionUrl=https://www.wix.com/dashboard/%7B%7BmetaSiteId%7D%7D/proposals" target="_blank">Go to Proposals</a> in your site's dashboard. </li>  <li>Click <strong>Manage</strong> next to <strong>Saved Templates</strong> at the top right.</li>  <li>Click the <strong>More Actions</strong> icon <img data-composite="true" src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/d6b40156-9694-4cfe-9209-54815ef9d6dc/2024/03/15/340c7b62-53d6-4ccd-aaeb-8f8038057706/f3b3527e-0887-4823-ab73-fcc4b2d85177.png" /> next to the relevant existing template.</li>  <li>Click <strong>Set template info</strong>. </li>  <li>Choose what you want to do:
    <ul>
      <li>Enter the new template name. </li>      <li>Add a private note (this is only visible to you). </li>      <li>Click to replace the thumbnail image. You can choose from your existing site images, or choose from the other available options.</li>    </ul>  </li>  <li>Click <strong>Save</strong>. </li></ol></div><div data-component-type="image"><div class="img-container" style="text-align:center"><img src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/6c3762e1-9c1a-4295-a5a9-bf8de5216635/2024/03/26/9b8ee25e-ef08-4326-ab0d-74901204b2c6/fb416f71-5de7-456a-b675-fccee3f41bc5.png" alt="A screenshot showing how to edit a proposal template's info." /></div></div><div data-component-type="line"><hr line-style="thin" /></div><div data-component-type="heading"><h2 id="deleting-an-existing-proposal-template" level="3">Deleting an existing proposal template</h2></div><div data-component-type="text"><div>As your business grows, and your style and design needs change, you may need to delete existing proposals to make room for updated versions. You can delete proposals at any time, but note that you cannot undo this action. </div></div><div data-component-type="heading"><h2 id="" level="4">To delete an existing proposal template. </h2></div><div data-component-type="text"><ol>
  <li><a data-composite="true" href="https://www.wix.com/my-account/site-selector/?buttonText=Go%20to%20Proposals&amp;title=Select%20a%20Site&amp;autoSelectOnSingleSite=true&amp;actionUrl=https://www.wix.com/dashboard/%7B%7BmetaSiteId%7D%7D/proposals" target="_blank">Go to Proposals</a> in your site's dashboard. </li>  <li>Click <strong>Manage</strong> next to <strong>Saved Templates</strong> at the top right.</li>  <li>Click the <strong>More Actions</strong> icon <img data-composite="true" src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/d6b40156-9694-4cfe-9209-54815ef9d6dc/2024/03/15/340c7b62-53d6-4ccd-aaeb-8f8038057706/f3b3527e-0887-4823-ab73-fcc4b2d85177.png" /> next to the relevant template.</li>  <li>Click <strong>Delete</strong>. </li>  <li>Click <strong>Delete Template</strong> to confirm. </li></ol></div><div data-component-type="image"><div class="img-container" style="text-align:center"><img src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/6c3762e1-9c1a-4295-a5a9-bf8de5216635/2024/03/26/9b6d161e-f726-4132-8096-fa7b3695cd59/ba5e6830-1689-43b3-8606-6ca6a591be55.png" alt="A screenshot showing how to delete a proposal template." /></div></div>

Manage your existing proposals on the go with the Wix app. Access and review your proposals from any location using your mobile device, ensuring you stay on top of your business even when you're away ...

Wix Proposals: Managing Your Proposals on the Wix App

<div data-component-type="text"><div>Manage your existing proposals on the go with the Wix app. Access and review your proposals from any location using your mobile device, ensuring you stay on top of your business even when you're away from your desk. </div></div><div data-component-type="text"><div>You can view proposal details, track client responses, and send invoices automatically or manually based on agreed terms, all from the convenience of your smartphone.</div></div><div data-component-type="image"><div class="img-container" style="text-align:center"><img src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/6c3762e1-9c1a-4295-a5a9-bf8de5216635/2024/05/08/a94ef15e-f434-443a-a35a-ef3d70609603/bed91972-87af-46d4-9927-ef0dbd088362.png" alt="An example of a proposal on the Wix Owner app." /></div></div><div data-component-type="line"><hr line-style="thin" /></div><div data-component-type="heading"><h2 id="viewing-and-managing-existing-proposals" level="3">Viewing and managing existing proposals</h2></div><div data-component-type="text"><div>With the Wix app, managing your proposals is straightforward. You can preview a proposal, and check the client's contact information if you need to follow up. You can also copy a link to the proposal, send it again, as well as change its status. </div></div><div data-component-type="heading"><h2 id="" level="4">To view and manage your existing proposals:</h2></div><div data-component-type="text"><ol>
  <li>Go to the Wix app on your mobile device.</li>  <li>Tap <strong>Manage</strong> <img data-composite="true" src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/8769cf44-f342-494c-b25f-cc98c9da3e82/2021/04/12/3fc0f98c-0997-47b3-b7bd-6ae31a67e078/ce9c0fe5-f60d-4448-8fc2-9ba4cf636f93.png" /> at the bottom.</li>  <li>Tap <strong>Proposals</strong> under <strong>Getting Paid</strong>. </li>  <li>Select an existing proposal.</li>  <li>Tap the <strong>More Actions </strong>icon <img data-composite="true" src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/d6b40156-9694-4cfe-9209-54815ef9d6dc/2024/06/03/a1a140cf-aaf9-46f6-a7d4-48cf23f6113e/ab813cd2-77b7-4115-a32e-23e40153dba3.png" /> at the top right and choose what you want to do:
    <ul>
      <li><strong>Preview:</strong> Tap to preview the details of a proposal you already created. This works great before a follow-up call with the client.</li>      <li><strong>Save as template: </strong>Tap to add the proposal to your saved templates, which can help speed up the process for future deals with clients in the future. </li>      <li><strong>Copy Link:</strong> Tap to copy the link to your mobile device's clipboard. This is useful if you're sending the proposal to a colleague, another stakeholder or to the client via another method (e.g. messaging apps, emails). </li>      <li><strong>Send/Resend: </strong>Tap to send a draft proposal or to resend an existing proposal at your client's request. </li>      <li><strong>Change status: </strong>Tap to update the status of the proposal to: <strong>Accepted</strong>, <strong>Declined</strong>, or to return the proposal to <strong>Draft</strong> status, if the client gave feedback. Tap <strong>Done</strong> when ready. </li>      <li><strong>Download PDF:</strong> Tap to download a PDF version of your proposal to your mobile device. </li>      <li><strong>Delete: </strong>Tap to delete the existing proposal. Tap to <strong>Delete</strong> again to confirm.<br />
<strong>Note: </strong>You cannot undo this action. </li>    </ul>  </li></ol></div><div data-component-type="line"><hr line-style="thin" /></div><div data-component-type="heading"><h2 id="viewing-and-managing-saved-proposal-templates" level="3">Viewing and managing saved proposal templates</h2></div><div data-component-type="text"><div>With the Wix app, you can store any proposal you create as a template. This keeps all the important details and design features, but removes the customer's name. Templates help you keep a consistent proposal style and make it faster to bring new clients onboard.</div></div><div data-component-type="heading"><h2 id="" level="4">To view and manage your saved proposal templates:</h2></div><div data-component-type="text"><ol>
  <li>Go to the Wix app on your mobile device.</li>  <li>Tap <strong>Manage</strong> <img data-composite="true" src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/8769cf44-f342-494c-b25f-cc98c9da3e82/2021/04/12/3fc0f98c-0997-47b3-b7bd-6ae31a67e078/ce9c0fe5-f60d-4448-8fc2-9ba4cf636f93.png" /> at the bottom.</li>  <li>Tap <strong>Proposals</strong> under <strong>Getting Paid</strong>.</li>  <li>Tap <strong>Saved Templates</strong>. </li>  <li>Select the relevant saved template. </li>  <li>Choose what you want to do:</li></ol></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">Preview</h4><div class="collapsible-content"><div>Tap to preview the details of a saved proposal template you already created.</div></div></div></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">Create a proposal from template</h4><div class="collapsible-content"><div>Choose this option to create a new proposal from the existing template, featuring all the design features and important information, but without any client information included. You can add the client details and customize the new proposal to suit the new client. </div><div><br /></div><div><strong>To create a proposal from template:</strong></div><ol>
  <li>Tap <strong>Create a proposal from template</strong>. </li>  <li>Tap <strong>Choose a contact </strong>and select an existing contact or tap <strong>+ Add New Contact</strong> at the bottom to create a new contact. </li>  <li>Enter the <strong>Proposal</strong> <strong>title</strong>. </li>  <li>Tap to select the <strong>Expiration date</strong>, then tap <strong>Done. </strong></li>  <li>Choose what you want to do:
    <ul>
      <li>Tap the <strong>More Actions</strong> icon <img data-composite="true" src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/6c3762e1-9c1a-4295-a5a9-bf8de5216635/2024/05/08/c69aeabf-54ef-4e90-aadc-01a26b68dc17/98e3ce85-282c-4d9c-9bd3-92e39c6c9258.png" /> next to existing products or services on the proposal template to <strong>Edit</strong> or <strong>Remove</strong> them from the new proposals:
        <ul>
          <li><strong>Edit:</strong> Tap to update any details of the product or service including: the Name, Description, Price, Quantity, and Tax Group. Tap <strong>Add to Proposal </strong>when finished. </li>          <li><strong>Remove:</strong> Tap to remove an existing product or service from the proposal template.<br />
<strong>Note:</strong> You cannot undo this action.</li>        </ul>      </li>      <li><strong>+ Add Items: </strong>Tap to add products, services or custom items to the new proposal: 
        <ul>
          <li><strong>Products:</strong> Tap <strong>Products</strong> at the top. 
            <ol>
              <li>Select the relevant product and edit the description, price, quantity, and tax group as needed. Then tap <strong>Add to proposal</strong>. </li>              <li>Repeat as necessary for all other products. </li>            </ol>          </li>          <li>Services: Tap <strong>Services</strong> at the top. 
            <ol>
              <li>Select the relevant service and edit the description, price, quantity, and tax group as needed. Then tap <strong>Add to proposal</strong>.</li>              <li>Repeat as necessary for all other services.</li>            </ol>          </li>          <li><strong>+ Create New Custom Item: </strong>Tap to add a custom item to the proposal. 
            <ol>
              <li>Enter the new custom item's Name, Description, Price, Quantity, and Tax Group. </li>              <li>Tap <strong>Add to Proposal</strong>. </li>            </ol>          </li>        </ul>      </li>    </ul>  </li>  <li>(Optional) Tap <strong>Add</strong> next to <strong>Discount</strong>, enter the monetary discount you want to apply to the proposal, and tap <strong>Apply</strong>. </li>  <li>Tap <strong>Next</strong>. </li>  <li><strong>Select your Payment Terms:</strong>
    <ul>
      <li><strong>Charge a one-time payment: </strong>Send an invoice for the full amount once the client signs the proposal. </li>      <li><strong>Split total into multiple payments: </strong>Charge several amounts over a set period of time. Choose the payment settings: 
        <ol>
          <li><strong>Set payments as: </strong>Select whether the payments are a percentage <strong>(%)</strong> of the total or a fixed amount <strong>($)</strong>.  </li>          <li><strong>Split equally:</strong> Enable the toggle to create multiple payments of an equal amount, or disable the toggle to set custom amounts in the payment schedule. </li>          <li><strong>Payment 1: </strong>Enter the payment <strong>Title</strong>, <strong>Amount</strong>, and set the timeframe for payment using the <strong>Invoice due within</strong> field. </li>          <li>Repeat for all payments included in the proposal, and add <strong>Invoice issue dates</strong> for all remaining payments. </li>          <li><strong>Enable automated invoices: </strong>Enable the toggle to issue invoices to the client on the issue dates you set. Disable the toggle to send invoices manually. </li>        </ol>      </li>    </ul>  </li>  <li>Tap <strong>Next</strong>. </li>  <li>Review the details of the proposal, and tap <strong>Share</strong>. </li>  <li>Choose the relevant option: 
    <ul>
      <li><strong>Copy Link: </strong>Tap to copy a link to the proposal to your mobile device's clipboard. </li>      <li><strong>Send:</strong> Tap to send the proposal to the client right away. </li>    </ul>  </li></ol></div></div></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">Edit details</h4><div class="collapsible-content"><div>Choose this option to update specific details in the proposal template. </div><div><br /></div><div><strong>To edit a proposal template's details:</strong></div><ol>
  <li>Tap <strong>Edit details.</strong> </li>  <li>Tap to edit the template proposal's name. </li>  <li>Tap to add a private note (only visible to you). </li>  <li>Tap to update the proposal template's thumbnail image. Then tap to select any relevant media stored on your mobile device to update the thumbnail. </li>  <li>Tap <strong>Save</strong>.</li></ol></div></div></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">Delete</h4><div class="collapsible-content"><div>Tap to delete the existing proposal. Tap to <strong>Delete</strong> again to confirm. <br />
<strong>Note: </strong>You cannot undo this action.</div></div></div></div>

Currently, it is not possible to customize the design of price quotes you send to customers. You can edit the content and add your own notes, but cannot control the look of the page.  We are always wo...

Wix Price Quotes Request: Customizing the Design of your Price Quotes

<div data-component-type="text"><div>Currently, it is not possible to customize the design of price quotes you send to customers. You can edit the content and add your own notes, but cannot control the look of the page.  </div></div><div data-component-type="text"><div>We are always working to update and improve our products, and your feedback is greatly appreciated.</div></div>

Currently, it is not possible to integrate the Price Quotes feature with Wix Stores. Tip:It is possible to integrate Wix Invoices with Wix Stores. Learn moreWe are always working to update and improve...

Wix Price Quotes Request: Integrating Price Quotes with Wix Stores

<div data-component-type="text"><div>Currently, it is not possible to integrate the Price Quotes feature with Wix Stores. </div></div><div data-component-type="informative"><div class="info-container" info-color="green"><div class="info-title">Tip:</div><div class="info-content"><div>It is possible to integrate Wix Invoices with Wix Stores. <a data-composite="true" href="https://support.wix.com/en/article/wix-stores-creating-invoices-for-store-orders#automatically-creating-invoices-for-each-order" target="">Learn more</a></div></div></div></div><div data-component-type="text"><div>We are always working to update and improve our products, and your feedback is greatly appreciated.</div></div>

Currently, when you add a discount to an invoice, it applies to all products or services added to the invoice. It is not possible to add a discount to only one product or service on an invoice.Workaro...

Wix Invoices Request: Applying a Discount to a Single Product or Service

<div data-component-type="text"><p>Currently, when you add a discount to an invoice, it applies to all products or services added to the invoice. It is not possible to add a discount to only one product or service on an invoice.</p></div><div data-component-type="informative"><div class="info-container" info-color="green"><div class="info-title">Workaround:</div><div class="info-content"><p>You can manually change the cost of a product or service when adding it to the invoice.</p></div></div></div><div data-component-type="text"><p>We are always working to update and improve our products, and your feedback is hugely appreciated.</p></div>

Currently, it is not possible to change the size of your business logo which appears that the top right of your invoice. We are always working to update and improve our products, and your feedback is ...

Wix Invoices Request: Changing the Logo Size

<div data-component-type="text"><div>Currently, it is not possible to change the size of your business logo which appears that the top right of your invoice. </div></div><div data-component-type="text"><div>We are always working to update and improve our products, and your feedback is hugely appreciated. </div></div>

Currently, it is not possible to reset the invoice numbering in Wix Invoices. For example, if your initial invoice number is 0001, and you send 2 test invoices, the first invoice that a real customer ...

Wix Invoices Request: Resetting the Invoice Number

<div data-component-type="text"><p>Currently, it is not possible to reset the invoice numbering in Wix Invoices. For example, if your initial invoice number is 0001, and you send 2 test invoices, the first invoice that a real customer receives is invoice number 0003.</p></div><div data-component-type="informative"><div class="info-container" info-color="green"><div class="info-title">Tip:</div><div class="info-content"><p>It is possible to <a href="https://support.wix.com/en/article/wix-invoices-price-quotes-changing-your-initial-document-number" data-item-id="2b4d746c-e5c2-4864-9f5c-0db346ae9522">set your initial invoice number</a>.</p></div></div></div><div data-component-type="text"><p>We are always working to update and improve our products, and your feedback is hugely appreciated.</p></div>

Currently, it is not possible to integrate Wix Invoices with a bookkeeping system.We are always working to update and improve our products, and your feedback is greatly appreciated.

Wix Invoices Request: Integrating Wix Invoices with a Bookkeeping System

<div data-component-type="text"><div>Currently, it is not possible to integrate Wix Invoices with a bookkeeping system.</div></div><div data-component-type="text"><div>We are always working to update and improve our products, and your feedback is greatly appreciated.</div></div>

Currently, is it not possible to move Wix Invoices from one Wix site to another within your account. We are always working to update and improve our products, and your feedback is hugely appreciated. 

Wix Invoices Request: Moving Your Invoices from One Site to Another in Your Wix Account

<div data-component-type="text"><div>Currently, is it not possible to move Wix Invoices from one Wix site to another within your account. </div></div><div data-component-type="text"><div>We are always working to update and improve our products, and your feedback is hugely appreciated. </div></div>

Currently, it's not possible to create a negative balance invoice when crediting a customer account to correct a payment error or for a product/service that was refunded or returned (e.g. refunded sto...

Wix Invoices Request: Creating a Negative Balance Invoice for Refunded/Returned Products or Services

<div data-component-type="text"><div>Currently, it's not possible to create a negative balance invoice when crediting a customer account to correct a payment error or for a product/service that was refunded or returned (e.g. refunded store orders, items returned by your customer).</div></div><div data-component-type="informative"><div class="info-container" info-color="blue"><div class="info-title">Note:</div><div class="info-content"><div>While you can't issue an invoice reflecting a refund, you can <a data-composite="true" href="https://support.wix.com/en/article/refunding-customers-in-wix-payments" target="">issue a refund through Wix Payments</a>.</div></div></div></div><div data-component-type="text"><div>We are always working to update and improve our products, and your feedback is greatly appreciated.</div></div>

Currently, when an invoice is paid, your customer does not receive a receipt from Wix Invoices after they've made a payment. It is not possible to send your own receipt through Wix Invoices.However, u...

Wix Invoices Request: Sending Receipts to Customers After an Invoice is Paid

<div data-component-type="text"><div>Currently, when an invoice is paid, your customer does not receive a receipt from Wix Invoices after they've made a payment. It is not possible to send your own receipt through Wix Invoices.</div></div><div data-component-type="text"><div>However, using <a data-composite="true" href="https://support.wix.com/en/article/wix-automations-about-the-new-automations-builder" target="">Wix Automations</a> you can create an automation that sends an email to visitors once an invoice is paid. <a data-composite="true" href="https://support.wix.com/en/article/wix-invoices-creating-automations" target="">Learn how</a></div></div><div data-component-type="text"><div>We are always working to update and improve our products, and your feedback is greatly appreciated.</div></div>

We are excited to announce that you can now automatically generate invoices for services in Wix Bookings.

Wix Invoices Request: Automatically Generating Invoices for Wix Bookings

<div data-component-type="text"><div>We are excited to announce that you can now <a data-composite="true" href="https://support.wix.com/en/article/customizing-the-checkout-page#enabling-automatic-invoicing" target="">automatically generate invoices for services in Wix Bookings</a>.</div></div>

Currently, you can issue invoices for recurring payments, but it is not possible to create recurring invoices which are paid manually.We are always working to update and improve our products, and your...

Wix Invoices Request: Recurring Invoices Which are Paid Manually

<div data-component-type="text"><div>Currently, you can <a data-composite="true" href="https://support.wix.com/en/article/wix-invoices-creating-a-recurring-invoice" target="">issue invoices for recurring payments</a>, but it is not possible to create recurring invoices which are paid manually.</div></div><div data-component-type="text"><div>We are always working to update and improve our products, and your feedback is hugely appreciated.</div></div>

Currently, you can view information about your invoices on your Wix Invoices dashboard. However, it is not possible to view a detailed log of information; including how many payments were made and whe...

Wix Invoices Request: Invoice Logs

<div data-component-type="text"><div>Currently, you can view information about your invoices on your <a data-composite="true" href="https://www.wix.com/my-account/site-selector/?buttonText=Go%20to%20Invoices&amp;title=Select%20a%20Site&amp;autoSelectOnSingleSite=true&amp;actionUrl=https:%2F%2Fwww.wix.com%2Fdashboard%2F%7B%7BmetaSiteId%7D%7D%2Finvoices%2Finvoices%2Flist%3FreferralInfo%3DKB-Article" target="_blank">Wix Invoices dashboard</a>. However, it is not possible to view a detailed log of information; including how many payments were made and when it was sent by which collaborator.  </div></div><div data-component-type="text"><div>We are always working to update and improve our products, and your feedback is hugely appreciated.</div></div>

Currently, it is not possible to customize the design of the invoices you send to customers. You can edit the content and add your own notes, but cannot control the look of the page, including fixed w...

Wix Invoices Request: Customizing the Design of Your Invoices

<div data-component-type="text"><div>Currently, it is not possible to customize the design of the invoices you send to customers. You can edit the content and add your own notes, but cannot control the look of the page, including fixed wording, colors and fonts.</div></div><div data-component-type="text"><div>We are always working to update and improve our products, and your feedback is hugely appreciated. </div></div>

Currently, you can only export up to 5000 Wix invoices in bulk to a CSV file.We are always working to update and improve our products, and your feedback is hugely appreciated.

Wix Invoices Request: Exporting 5000+ Wix Invoices in Bulk

<div data-component-type="text"><div>Currently, you can only <a data-composite="true" href="https://support.wix.com/en/article/wix-invoices-managing-your-invoices#downloading-or-exporting-invoices-in-bulk" target="">export up to 5000 Wix invoices</a> in bulk to a CSV file.</div></div><div data-component-type="text"><div>We are always working to update and improve our products, and your feedback is hugely appreciated.</div></div>

Currently, Wix Invoices does not automatically add Wix Events as an item when you create a new invoice. This information must be entered manually.We are always working to update and improve our produc...

Wix Invoices Request: Adding Wix Events to Your Invoices Automatically

<div data-component-type="text"><div>Currently, Wix Invoices does not automatically add Wix Events as an item when you create a new invoice. This information must be entered manually.</div></div><div data-component-type="text"><div>We are always working to update and improve our products, and your feedback is greatly appreciated.</div></div>

Currently, Wix Invoices does not automatically add Pricing Plan services as an item when you create a new invoice. This information must be entered manually.We are always working to update and improve...

Wix Invoices Request: Adding Pricing Plan Services to Your Invoices Automatically

<div data-component-type="text"><div>Currently, Wix Invoices does not automatically add Pricing Plan services as an item when you create a new invoice. This information must be entered manually.</div></div><div data-component-type="text"><div>We are always working to update and improve our products, and your feedback is greatly appreciated.</div></div>

Currently, the Members Area does not include an Invoice or Price Quotes page where members can view and pay all of the invoices they've received from you through Wix InvoicesWe are always working to u...

Wix Invoices & Price Quotes Request: Creating a Member Page for Invoices and Price Quotes

<div data-component-type="text"><div>Currently, the Members Area does not include an Invoice or Price Quotes page where members can view and pay all of the invoices they've received from you through Wix Invoices</div></div><div data-component-type="text"><p>We are always working to update and improve our products, and your feedback is hugely appreciated.</p></div>

Currently in Wix Invoices it is not possible to add a 'tip' field to your invoice checkout page. We are always working to update and improve our products, and your feedback is greatly appreciated.

Wix Invoices Request: Adding a Tip Field to Your Invoice Checkout Page

<div data-component-type="text"><div>Currently in <a href="https://support.wix.com/en/article/wix-invoices-about-wix-invoices" target="_blank">Wix Invoices</a> it is not possible to add a 'tip' field to your invoice checkout page. </div></div><div data-component-type="text"><div>We are always working to update and improve our products, and your feedback is greatly appreciated.</div></div>

Currently in Wix Invoices &amp; Price Quotes it is not possible to add a signature field to an invoice or a price quote.We are always working to update and improve our products, and your feedback is g...

Wix Invoices & Price Quotes Request: Adding a Signature Field

<div data-component-type="text"><div>Currently in Wix Invoices &amp; Price Quotes it is not possible to add a signature field to an invoice or a price quote.</div></div><div data-component-type="text"><div>We are always working to update and improve our products, and your feedback is greatly appreciated.</div></div>

Currently, in Wix Invoices, it is not possible to switch languages for each invoice you create. You can temporarily change your account language in the Language &amp; region settings of your site's da...

Wix Invoices Request: Changing the Language of Individual Invoices

<div data-component-type="text"><div>Currently, in Wix Invoices, it is not possible to switch languages for each invoice you create. You can temporarily change your account language in the <a href="https://www.wix.com/my-account/site-selector/?buttonText=Open%20Regional%20Settings&amp;title=Select%20a%20Site&amp;autoSelectOnSingleSite=true&amp;actionUrl=https:%2F%2Fwww.wix.com%2Fdashboard%2F%7B%7BmetaSiteId%7D%7D%2Fsettings%2Flanguage-and-region%2F" target="_blank">Language &amp; region</a> settings of your site's dashboard. However, this affects the language of all your invoices, so make sure to change it back after you've created an invoice in another language.</div></div><div data-component-type="text"><div>We are always working to update and improve our products, and your feedback is greatly appreciated.</div></div>

Currently in Wix Invoices it is not possible to accept installments for invoices that are paid online (i.e., via Stripe or Paypal). You can only accept partial payments for invoices paid offline.We ar...

Wix Invoices Request: Accepting Installments For Invoices Paid Online

<div data-component-type="text"><div>Currently in <a href="https://support.wix.com/en/article/wix-invoices-about-wix-invoices" target="_blank">Wix Invoices</a> it is not possible to accept installments for invoices that are paid online (i.e., via Stripe or Paypal). You can only accept partial payments for invoices paid offline.</div></div><div data-component-type="text"><div>We are always working to update and improve our products, and your feedback is greatly appreciated.</div></div>

Currently in Wix Invoices it is not possible to change the currency for each invoice you create. You can change your invoice currency in the Settings tab of your dashboard, but this applies to all you...

Wix Invoices Request: Changing the Currency of Individual Invoices

<div data-component-type="text"><div>Currently in Wix Invoices it is not possible to change the currency for each invoice you create. You can change your invoice currency in the <a href="https://www.wix.com/my-account/site-selector/?buttonText=Manage%20Settings&amp;title=Select%20a%20Site&amp;autoSelectOnSingleSite=true&amp;actionUrl=https://www.wix.com/dashboard/{{metaSiteId}}/settings" target="_blank">Settings</a> tab of your dashboard, but this applies to all your invoices. </div></div><div data-component-type="text"><div>We are always working to update and improve our products, and your feedback is greatly appreciated.</div></div>

Currently in Wix Invoices it is not possible to change the email address used to send invoices. We are always working to update and improve our products, and your feedback is greatly appreciated.

Wix Invoices Request: Changing the Email Address for Invoices

<div data-component-type="text"><div>Currently in Wix Invoices it is not possible to change the email address used to send invoices. </div><div><br /></div><div>We are always working to update and improve our products, and your feedback is greatly appreciated.</div></div>

Currently in Wix Invoices it is not possible to send an invoice to multiple recipients.We are always working to update and improve our products, and your feedback is greatly appreciated.

Wix Invoices Request: Sending an Invoice to Multiple Recipients

<div data-component-type="text"><div>Currently in <a data-composite="true" href="https://support.wix.com/en/article/wix-invoices-about-wix-invoices" target="_blank">Wix Invoices</a> it is not possible to send an invoice to multiple recipients.</div><div><br /></div><div>We are always working to update and improve our products, and your feedback is greatly appreciated.</div></div>

Currently in Wix Invoices it is not possible to add an expense section to finance reports. This type of section is often used to track various business expenses.We are always working to update and imp...

Wix Invoices Request: Adding an Expenses Section to Finances

<div data-component-type="text"><div>Currently in <a data-composite="true" href="https://support.wix.com/en/article/wix-invoices-about-wix-invoices" target="_blank">Wix Invoices</a> it is not possible to add an expense section to finance reports. This type of section is often used to track various business expenses.</div><div><br /></div><div>We are always working to update and improve our products, and your feedback is greatly appreciated.</div></div>

Currently, it is not possible to add a signature field to a price quote.We are always working to update and improve our products, and your feedback is greatly appreciated.

Wix Price Quotes Request: Adding a Signature Field

<div data-component-type="text"><div>Currently, it is not possible to add a signature field to a price quote.</div></div><div data-component-type="text"><div>We are always working to update and improve our products, and your feedback is greatly appreciated.</div></div>

Currently, it is not possible to update an invoice when you add a new product to an unpaid order. Additionally, if you delete the invoice, it won't automatically regenerate with the new details added ...

Wix Invoices Request: Automatically Update Invoices for Unpaid Orders After Product Changes

<div data-component-type="text"><div>Currently, it is not possible to update an invoice when you add a new product to an unpaid order. Additionally, if you delete the invoice, it won't automatically regenerate with the new details added to the existing order.</div></div><div data-component-type="text"><div>We are always working to update and improve our products, and your feedback is greatly appreciated.</div></div>

Pay links are unique URLs that you send to customers, allowing them to make convenient online payments for your goods and services. Share pay links via email, social media, or any other channel. You c...

Wix Pay Links: Creating and Managing Pay Links

Instantly request payments on the go using the Wix app. Share pay links via email, social media, SMS, or any of your phone's other native apps. You can also create a QR code for a pay link. Payments m...

Wix Pay Links: Creating and Managing Pay Links in the Wix App

<div data-component-type="text"><div>Instantly request payments on the go using the Wix app. Share pay links via email, social media, SMS, or any of your phone's other native apps. You can also create a QR code for a pay link. Payments made via these links appear in your Wix account like all other transactions through your site.</div></div><div data-component-type="informative"><div class="info-container" info-color="green"><div class="info-title">Before you begin:</div><div class="info-content"><ul>
  <li>You need to <a data-composite="true" href="https://www.wix.com/upgrade/website?referralAdditionalInfo=HelpCenter" target="_blank">upgrade your site</a> to use Pay Links. If your plan expires, your active pay links will be on hold. You'll be able to upgrade your Premium plan through the app if you're using Android. If you're using iOS, upgrade through desktop.</li>  <li>In order to accept payments, you must <a data-composite="true" href="https://support.wix.com/en/article/accepting-payments-an-overview" target="">set up a payment method</a>. If you've already set up a payment method for Wix Stores, Wix Bookings or Wix Events, you do not need to set one up again.</li></ul></div></div></div><div data-component-type="image"><div class="img-container" style="text-align:center"><img src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/be0b50df-801c-4d6d-b81c-dc49333eccac/2023/03/22/0894d682-b232-4232-b287-acc11c1b08d4/929f6e03-62f9-4e1f-880c-58b79b2cafa5.png" alt="A screenshot of a pay link QR code in the Wix Owner app." /></div></div><div data-component-type="line"><hr line-style="thin" /></div><div data-component-type="heading"><h2 id="creating-and-sending-a-pay-link" level="3">Creating and sending a pay link</h2></div><div data-component-type="text"><div>Create a pay link and send it via any of your phone's native apps. You can also create a QR code that will bring users straight to your pay link when scanned.</div></div><div data-component-type="heading"><h2 id="" level="4">To create and send a pay link:</h2></div><div data-component-type="text"><ol>
  <li>Go to your site in the <a data-composite="true" href="https://support.wix.com/en/article/wix-owner-app-an-overview" target="_blank">Wix app</a>.﻿</li>  <li>Tap <strong>Add</strong> <img data-composite="true" src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/be0b50df-801c-4d6d-b81c-dc49333eccac/2023/03/22/05179d75-4797-4116-b5be-9c1a9fab1a93/6a94d708-3bfc-4f55-b9cf-40f15397e771.png" /> at the bottom.</li>  <li>Tap <strong>Create a pay link</strong>.</li>  <li>Tap <strong>One-time payment</strong> to create a link that accepts one payment, or tap <strong>Multi payment</strong> to create a link that accepts multiple payments.</li>  <li>Set up your pay link:
    <ol>
      <li><strong>Link Name: </strong>Enter a name for your pay link.</li>      <li><strong>Price:</strong> Enter the amount of money your pay link will charge your customer.</li>      <li>(Optional) <strong>Description:</strong> Enter a description for your pay link. This should clearly summarize the reason for payment.</li>      <li>(Optional) <strong>Set an expiration date:</strong> Enable the <strong>Set an expiration date</strong> toggle. Set a date when the link will expire and cannot be used.</li>      <li>(Optional, multi-payment only) <strong>Limit the number of payments:</strong> Enable the <strong>Limit the number of payments</strong> toggle to set the number of times the link can be used before it expires.</li>      <li>(Optional) <strong>Customize link:</strong> Tap <strong>Customize link</strong> and set a button color, edit button text and upload an image. Tap <strong>Save</strong>.</li>    </ol>  </li>  <li>(Optional) Tap <strong>+ Add Contact </strong>to select a contact to send your pay link to.<br />
<strong>Note:</strong> Tap <strong>+ Add Contact</strong> and then <strong>+ Add New Contact</strong> to create a new contact.</li>  <li>Tap <strong>Preview and Share</strong>.</li>  <li>Choose how to share your pay link:
    <ul>
      <li><strong>Copy Link:</strong> Copy the link to your clipboard.</li>      <li><strong>Show QR Code:</strong> Display a QR code that when scanned will bring contacts to your pay link.<br />
<strong>Note:</strong> Take a screenshot of this QR code to share it with contacts.</li>      <li><strong>Share via:</strong> Share your link via one of your phone's native apps.</li>    </ul>  </li></ol></div><div data-component-type="line"><hr line-style="thin" /></div><div data-component-type="heading"><h2 id="managing-your-pay-links" level="3">Managing your pay links</h2></div><div data-component-type="text"><div>All of the pay links you create will be visible within your Wix app. You can share, activate, deactivate and delete pay links from here. You can also view details of each pay link and any payments made.</div><div><br /></div><div>When you access your pay links, you'll see a status attached to each:</div><ul>
  <li><strong>Active:</strong> Your link is accepting payments.</li>  <li><strong>Inactive:</strong> Your link is not accepting payments.<br />
<strong>Note:</strong> If your inactive link hasn't expired, you can change its status to active.</li>  <li><strong>Paid:</strong> Payment has been made via this link.</li>  <li><strong>Expired:</strong> The expiration date you selected has passed and the link is no longer active.</li></ul></div><div data-component-type="heading"><h2 id="" level="4">To manage your pay links:</h2></div><div data-component-type="text"><ol>
  <li>Go to your site in the <a data-composite="true" href="https://support.wix.com/en/article/wix-owner-app-an-overview" target="_blank">Wix app</a>.﻿</li>  <li>Tap <strong>Manage</strong> <img data-composite="true" src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/8769cf44-f342-494c-b25f-cc98c9da3e82/2021/04/12/3fc0f98c-0997-47b3-b7bd-6ae31a67e078/ce9c0fe5-f60d-4448-8fc2-9ba4cf636f93.png" /> at the bottom.</li>  <li>Tap <strong>Pay Links</strong> in the <strong>Get Paid</strong> section.</li>  <li>Tap a pay link to view further details.</li>  <li>Choose what you want to do:
    <ul>
      <li>(Active pay link only) <strong>Share your link:</strong> Tap <strong>Copy Link</strong>, <strong>Show QR Code</strong> or <strong>Share via</strong>/<strong>Resend</strong>.</li>      <li>(Inactive pay link only) <strong>Activate your link:</strong> Tap <strong>Activate</strong> to activate your pay link.</li>      <li><strong>View payments:</strong> Tap the <strong>Payments</strong> tab to view all payments made.</li>      <li><strong>View pay link details:</strong> Tap the <strong>Details</strong> tab to view details of the pay link.</li>      <li><strong>Duplicate a link:</strong> Tap the More Actions icon <img data-composite="true" src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/be0b50df-801c-4d6d-b81c-dc49333eccac/2022/09/30/4ac3ac74-c70e-4ca6-b7ac-19eb01bcac15/192eb8b7-80c7-48a8-bd44-4bc02e02d253.png" /> and tap <strong>Duplicate</strong> to duplicate a pay link.</li>      <li>(Active pay link only) <strong>Deactivate or delete a link:</strong> Tap the More Actions icon <img data-composite="true" src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/be0b50df-801c-4d6d-b81c-dc49333eccac/2022/09/30/4ac3ac74-c70e-4ca6-b7ac-19eb01bcac15/192eb8b7-80c7-48a8-bd44-4bc02e02d253.png" /> and tap <strong>Deactivate</strong> or <strong>Delete</strong> to deactivate or delete a pay link.<br />
<strong>Note:</strong> A pay link can only be deleted if no payments have been received.</li>    </ul>  </li></ol></div>

Currently, it is not possible to integrate Wix Pay Links with Wix Stores or Wix Bookings. This integration would allow you to charge customers for your Stores or Bookings items using pay links.We are ...

Wix Pay Links Request: Integrating with Wix Stores and Wix Bookings

<div data-component-type="text"><div>Currently, it is not possible to integrate Wix Pay Links with Wix Stores or Wix Bookings. This integration would allow you to charge customers for your Stores or Bookings items using pay links.</div></div><div data-component-type="text"><div>We are always working to update and improve our products, and your feedback is greatly appreciated.</div></div>

Currently, it is not possible to customize the Checkout page and emails for Pay Links to support multiple languages using Wix Multilingual. They are only available in the main site language. We are al...

Wix Pay Links Request: Creating Multilingual Pay Links

<div data-component-type="text"><div>Currently, it is not possible to customize the Checkout page and emails for Pay Links to support multiple languages using Wix Multilingual. They are only available in the main site language. </div></div><div data-component-type="text"><div>We are always working to update and improve our products, and your feedback is greatly appreciated.</div></div>

Important:This tax solution is currently available for Wix Stores, Wix Bookings, and Wix Restaurants Orders (New) &amp; Wix Table Reservations. Using a different app? Click an option below:
  Wix Even...

Tax Collection: An Overview

<div data-component-type="informative"><div class="info-container" info-color="orange"><div class="info-title">Important:</div><div class="info-content"><div>This tax solution is currently available for Wix Stores, Wix Bookings, and Wix Restaurants Orders (New) &amp; Wix Table Reservations. Using a different app? Click an option below:</div><ul>
  <li><a data-composite="true" href="https://support.wix.com/en/article/wix-events-adding-tax-to-tickets-sales" target="">Wix Events</a></li>  <li><a data-composite="true" href="https://support.wix.com/en/article/pricing-plans-setting-up-tax-collection" target="">Pricing Plans</a></li>  <li><a data-composite="true" href="https://support.wix.com/en/article/setting-up-tax-in-wix-hotels" target="">Wix Hotels</a> or <a data-composite="true" href="https://support.wix.com/en/article/wix-hotels-by-hotelrunner-creating-and-managing-your-tax-categories" target="_blank">HotelRunner</a></li>  <li><a data-composite="true" href="https://support.wix.com/en/article/wix-restaurants-faq-how-do-i-add-tax-to-a-dish" target="">Original Wix Restaurants solution</a></li>  <li><a data-composite="true" href="https://support.wix.com/en/article/wix-stores-pos-setting-up-tax-rules-for-a-mobile-point-of-sale" target="">Mobile POS</a> or <a data-composite="true" href="https://support.wix.com/en/article/wix-retail-pos-managing-tax-collection-in-your-store" target="">Retail POS</a></li></ul></div></div></div><div data-component-type="text"><div>Whether it's called sales tax, value-added tax (VAT) or something else, the idea is the same. When a customer buys an item - if needed - the merchant collects tax. They must then remit (pass along) the tax they collected to the local tax authority.  </div></div><div data-component-type="text"><div>Before you start setting up tax, we suggest you take the time to figure out which tax rules apply to your particular business. That way, you won't tax your customers unnecessarily or fail to collect taxes from those you are supposed to collect from. </div></div><div data-component-type="heading"><h2 id="important-considerations" level="3">Important considerations</h2></div><div data-component-type="text"><ul>
  <li><strong>Tax locations: </strong>Different tax rules apply in different locations. Consult with an accountant or with your local tax authority for specific information relevant for your business.</li>  <li><strong>Tax changes: </strong>Tax regulations change from time to time. Make sure to check for updates.</li>  <li><strong>Merchant accounts: </strong>If you previously set up tax (and shipping) in a merchant account (e.g. in PayPal), remove these settings before starting.</li></ul></div><div data-component-type="line"><hr line-style="thin" /></div><div data-component-type="heading"><h2 id="step-1-figure-out-who-you-need-to-collect-tax-from" level="3">Step 1 | Figure out who you need to collect tax from</h2></div><div data-component-type="text"><div>In most cases, you're required to collect taxes from: </div></div><div data-component-type="text"><ul>
  <li><strong>Customers in your location:</strong> This means customers located in a region where you have a physical presence, including where you have:
    <ul>
      <li>A business registered with tax authorities</li>      <li>A physical brick and mortar business</li>      <li>An office</li>      <li>An employee</li>    </ul>  </li>  <li><strong>Customers in locations where you passed a minimum threshold: </strong>In some places, merchants are required to collect tax in a location if they exceed a certain threshold of sales (in money or in the number of transactions).</li></ul></div><div data-component-type="text"><div>In most cases, if you only have an online business with no other physical presence, you'll only need to collect taxes from your location (e.g. your U.S. state, your own country or state, province, etc.)</div></div><div data-component-type="line"><hr line-style="thin" /></div><div data-component-type="heading"><h2 id="step-2-select-manual-or-automatic-tax" level="3">Step 2 | Select manual or automatic tax</h2></div><div data-component-type="text"><div>To get started, go to your site's tax settings. </div></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">Show me how to access my tax settings</h4><div class="collapsible-content"><ol>
  <li><a data-composite="true" href="https://www.wix.com/my-account/site-selector/?buttonText=Go%20to%20Dashboard&amp;title=Select%20a%20Site&amp;autoSelectOnSingleSite=true&amp;actionUrl=https://www.wix.com/dashboard/{{metaSiteId}}/home/" target="_blank">Go to your site's dashboard</a>.</li>  <li>Click <strong>Settings</strong>.</li>  <li>Select <strong>Tax</strong>.</li></ol><div><img data-composite="true" src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/8769cf44-f342-494c-b25f-cc98c9da3e82/2024/03/21/b7e9cce5-93c0-4465-8622-fbfd2fc0371b/fae90cc5-9cde-47d2-bf07-b4b439dedae5.png" alt="Screenshot showing access to the Settings tab in the dashboard and the Tax settings" /></div></div></div></div><div data-component-type="text"><div>Wix offers two methods of tax collection. You can set tax rates manually or automate tax collection using Avalara.</div></div><div data-component-type="image"><div class="img-container" style="text-align:center"><img src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/8769cf44-f342-494c-b25f-cc98c9da3e82/2023/11/14/0ae4eff3-ed83-42e6-995f-b3bd91deb38c/0dccdeb4-9151-4a26-a7e6-3c15586e8fa7.png" alt="Screenshot of the Wix tax page showing the Upgrade to Automate Tax button" /></div></div><div data-component-type="heading"><h2 id="automatic-tax-collection-with-avalara" level="4">Automatic tax collection with Avalara</h2></div><div data-component-type="text"><div>Avalara is a third-party app that calculates tax based on up-to-date tax rules. When rates change, your tax updates automatically. </div></div><div data-component-type="text"><ul>
  <li>Learn more about <a data-composite="true" href="https://support.wix.com/en/article/about-automatic-tax-collection" target="_blank">automatic tax collection</a>.</li></ul></div><div data-component-type="informative"><div class="info-container" info-color="blue"><div class="info-title">Note:</div><div class="info-content"><ul>
  <li>Avalara is available for use in sites that have upgraded to a <a data-composite="true" href="https://support.wix.com/en/article/choosing-a-premium-plan" target="_blank">Premium plan</a> or <a data-composite="true" href="https://support.wix.com/en/article/wix-studio-upgrading-sites" target="_blank">Studio plan</a> that supports automated sales tax.</li>  <li>Calculating tax with Avalara is not currently available for users in Brazil and India.</li></ul></div></div></div><div data-component-type="heading"><h2 id="manual-tax-collection" level="4">Manual tax collection</h2></div><div data-component-type="text"><div>With manual calculation, you select the location or locations where you need to collect tax and manually enter the relevant tax rates. If the rates changes, it's up to you to update it. </div></div><div data-component-type="text"><ul>
  <li>Learn more about <a data-composite="true" href="https://support.wix.com/en/article/setting-up-tax-calculation-using-the-manual-method" target="_blank">setting up manual tax calculation</a>.</li></ul></div><div data-component-type="line"><hr line-style="thin" /></div><div data-component-type="heading"><h2 id="step-3-optional-create-tax-groups" level="3">Step 3 | (Optional) Create tax groups</h2></div><div data-component-type="text"><div>If you sell items that are taxed at different rates, you can create tax groups to stay in compliance with local tax regulations.</div></div><div data-component-type="text"><div>For example, if the default tax rate in your location is 10%, but children's clothes are tax free, you can set up a tax group for children's clothes and assign it a 0% rate. </div></div><div data-component-type="text"><div>You can create tax groups whether you're managing tax manually or using the automatic method. </div></div><div data-component-type="text"><ul>
  <li>Learn more about <a data-composite="true" href="https://support.wix.com/en/article/creating-tax-groups-with-avalara" target="_blank">creating tax groups with Avalara</a>.</li>  <li>Learn more about <a data-composite="true" href="https://support.wix.com/en/article/create-tax-groups-using-the-manual-tax-method" target="_blank">creating tax groups using manual tax calculation</a>.</li></ul></div><div data-component-type="heading"><h2 id="step-4-include-tax-in-the-price-or-add-it-at-checkout" level="3">Step 4 | Include tax in the price or add it at checkout</h2></div><div data-component-type="text"><div>In some countries, such as the US, price tags show only the price of the item itself - the tax is added during checkout. In other countries, the price already includes tax. </div></div><div data-component-type="text"><ul>
  <li>Learn how to <a data-composite="true" href="https://support.wix.com/en/article/including-tax-in-the-product-price" target="_blank">select whether you want to include tax in your price</a>.  </li></ul></div>

Setting Up Tax Calculation Using the Manual Method

<div data-component-type="informative"><div class="info-container" info-color="orange"><div class="info-title">Important:</div><div class="info-content"><div>This tax solution is currently available for Wix Stores, Wix Bookings, and Wix Restaurants Orders (New) &amp; Wix Table Reservations. Using a different app? Click an option below:</div><ul>
  <li><a data-composite="true" href="https://support.wix.com/en/article/wix-events-adding-tax-to-tickets-sales" target="">Wix Events</a></li>  <li><a data-composite="true" href="https://support.wix.com/en/article/pricing-plans-setting-up-tax-collection" target="">Pricing Plans</a></li>  <li><a data-composite="true" href="https://support.wix.com/en/article/setting-up-tax-in-wix-hotels" target="">Wix Hotels</a> or <a data-composite="true" href="https://support.wix.com/en/article/wix-hotels-by-hotelrunner-creating-and-managing-your-tax-categories" target="_blank">HotelRunner</a></li>  <li><a data-composite="true" href="https://support.wix.com/en/article/wix-restaurants-faq-how-do-i-add-tax-to-a-dish" target="">Original Wix Restaurants solution</a></li>  <li><a data-composite="true" href="https://support.wix.com/en/article/wix-stores-pos-setting-up-tax-rules-for-a-mobile-point-of-sale" target="">Mobile POS</a> or <a data-composite="true" href="https://support.wix.com/en/article/wix-retail-pos-managing-tax-collection-in-your-store" target="">Retail POS</a></li></ul></div></div></div><div data-component-type="text"><div>Make sure you're compliant with local tax regulations by setting up tax collection in relevant locations. Learn more about <a data-composite="true" href="https://support.wix.com/en/article/tax-collection-an-overview#step-1-figure-out-who-you-need-to-collect-tax-from" target="_blank">figuring out where you need to collect tax</a>. </div></div><div data-component-type="informative"><div class="info-container" info-color="orange"><div class="info-title">Important:</div><div class="info-content"><div>Different tax rules apply in different regions. Consult with an accountant or your local tax authority for specific information relevant for your business.  </div></div></div></div><div data-component-type="line"><hr line-style="thin" /></div><div data-component-type="heading"><h2 id="step-1-add-tax-locations" level="3">Step 1 | Add tax locations</h2></div><div data-component-type="text"><div>Start by adding the first location where you need to collect taxes. If needed, you can add additional locations.</div></div><div data-component-type="heading"><h2 id="" level="4">To add tax locations:</h2></div><div data-component-type="text"><ol>
  <li><a data-composite="true" href="https://www.wix.com/my-account/site-selector/?buttonText=Manage%20Tax&amp;title=Select%20a%20Site&amp;autoSelectOnSingleSite=true&amp;actionUrl=https://www.wix.com/dashboard/{{metaSiteId}}/store/tax/list?referralInfo=sidebar" target="_blank">Go to Tax</a> in your site's dashboard.</li>  <li>Click <strong>+Add Location</strong>.</li>  <li>Select a country from the <strong>Country</strong> drop-down.</li>  <li>(Optional) Click the <strong>Set up tax for every region individually</strong> toggle.<br />
<strong>Notes: </strong>
    <ul>
      <li>Leave the toggle disabled to collect the same tax rates for the entire country.</li>      <li>The toggle doesn't appear for the US, Canada, and countries without separate regions.</li>    </ul>  </li>  <li>If you enabled the toggle, select one or more states/provinces etc. from the <strong>Districts </strong>drop-down.</li>  <li>Click <strong>Add</strong>.</li>  <li>(Optional) Repeat steps 2-6 to add additional tax locations.</li></ol></div><div data-component-type="line"><hr line-style="thin" /></div><div data-component-type="heading"><h2 id="step-2-enter-your-tax-rates" level="3">Step 2 | Enter your tax rates</h2></div><div data-component-type="text"><div>Now that you've created the locations where you need to collect tax, you need to enter tax rates for each group. You can enter a rate for products created through Wix Stores, services created through Wix Bookings, menu items created through Wix Restaurant Orders (New), and the additional costs associated with store or restaurant orders.</div></div><div data-component-type="image"><div class="img-container" style="text-align:center"><img src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/8769cf44-f342-494c-b25f-cc98c9da3e82/2023/11/15/44491606-4155-4e85-8434-cdb9404b6253/03e74027-9afb-4f6a-b58f-3ac5436cb57e.png" alt="Screenshot of sample tax page for a specific location" /></div></div><div data-component-type="informative"><div class="info-container" info-color="green"><div class="info-title">Tips:</div><div class="info-content"><ul>
  <li>In some locations, digital products and shipping costs aren't taxed as the same rate at physical products. Check with an accountant to see if you need to tax these items. </li>  <li>To tax digital products at a different rate, create a tax group (see below).</li></ul></div></div></div><div data-component-type="heading"><h2 id="" level="4">To enter tax rates:</h2></div><div data-component-type="text"><ol>
  <li><a data-composite="true" href="https://www.wix.com/my-account/site-selector/?buttonText=Manage%20Tax&amp;title=Select%20a%20Site&amp;autoSelectOnSingleSite=true&amp;actionUrl=https://www.wix.com/dashboard/{{metaSiteId}}/store/tax/list?referralInfo=sidebar" target="_blank">Go to Tax</a> in your site's dashboard.</li>  <li>Select a tax location.</li>  <li>Enter the rates.</li>  <li>If you have multiple locations, repeat steps 2 and 3 for each one. </li>  <li>Click <strong>Save</strong>.</li></ol></div><div data-component-type="line"><hr line-style="thin" /></div><div data-component-type="heading"><h2 id="step-3-optional-customize-advanced-mode-settings" level="3">Step 3 | (Optional) Customize advanced mode settings</h2></div><div data-component-type="text"><div>By enabling advanced mode, you're able to customize two types of settings. </div></div><div data-component-type="text"><div>First of all, you can edit the default tax name that appears on your site (e.g. change &quot;VAT&quot; to &quot;Sales tax&quot;) in each tax location. To learn more about tax names, read the FAQ below.</div></div><div data-component-type="text"><div>Additionally, if tax in a location is more complex and involves multiple rates, you can add them.</div></div><div data-component-type="text"><div>An example of a tax location that requires 2 rates is Canada. Besides the federal sales tax (GST), most provinces in Canada collect a provincial sales tax. So a merchant selling in Ontario would want to collect both the Ontario sales tax (HST) and federal sales tax (GST).</div></div><div data-component-type="image"><div class="img-container" style="text-align:center"><img src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/8769cf44-f342-494c-b25f-cc98c9da3e82/2024/07/14/8237f995-917a-4b26-b833-1ede0d7a6ca3/fcb0430b-70d3-458c-8182-8a6f9c60b92a.png" alt="Screenshot of the tax page with the Advanced mode enabled, showing 2 taxes set up for a location" /></div></div><div data-component-type="heading"><h2 id="" level="4">To customize advanced mode settings:</h2></div><div data-component-type="text"><ol>
  <li><a data-composite="true" href="https://www.wix.com/my-account/site-selector/?buttonText=Manage%20Tax&amp;title=Select%20a%20Site&amp;autoSelectOnSingleSite=true&amp;actionUrl=https://www.wix.com/dashboard/{{metaSiteId}}/store/tax/list?referralInfo=sidebar" target="_blank">Go to Tax</a> in your site's dashboard.</li>  <li>Select the relevant location.</li>  <li>Click the <strong>Advanced mode </strong>toggle to enable it.</li>  <li>(Optional) Add an additional tax rate:
    <ol>
      <li>Click <strong>Add rate</strong>. </li>      <li>Enter a rate name (e.g. GST).</li>      <li>Enter the tax rate percentages. </li>      <li>(Optional) Select the <strong>Add to all tax groups in this location</strong> checkbox.</li>      <li>Click <strong>Add</strong>.</li>    </ol>  </li></ol></div><div data-component-type="image"><div class="img-container" style="text-align:center"><img src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/8769cf44-f342-494c-b25f-cc98c9da3e82/2024/07/14/dbe805bf-adf0-417e-8938-718ce3794e82/85f283e1-0923-42f9-b163-a9b2665237c9.png" alt="Screenshot of the tax page with the Advanced mode enabled, showing 1 taxes that needs to be set up" /></div></div><div data-component-type="text"><ol>
  <li>Enter the second name and rate (e.g. HST)</li>  <li>(Optional) Repeat step 4 to add an additional rates.</li></ol></div><div data-component-type="informative"><div class="info-container" info-color="blue"><div class="info-title">Note:</div><div class="info-content"><div>If you use Wix Invoices, you'll need to enable the <strong>Tax breakdown in the total section </strong>toggle to see any additional tax rates you created. <a data-composite="true" href="https://support.wix.com/en/article/wix-invoices-customizing-your-invoices" target="_blank">Learn more</a></div></div></div></div><div data-component-type="line"><hr line-style="thin" /></div><div data-component-type="heading"><h2 id="step-4-set-how-tax-is-displayed-in-your-shop" level="3">Step 4 | Set how tax is displayed in your shop</h2></div><div data-component-type="text"><div>Decide whether to display items in your shop with the tax included or add tax at checkout. Learn more about <a data-composite="true" href="https://support.wix.com/en/article/including-tax-in-the-product-price" target="_blank">setting whether tax is included in the price</a>.</div></div><div data-component-type="heading"><h2 id="" level="4">To set how tax displays in your shop:</h2></div><div data-component-type="text"><ol>
  <li><a data-composite="true" href="https://www.wix.com/my-account/site-selector/?buttonText=Manage%20Tax&amp;title=Select%20a%20Site&amp;autoSelectOnSingleSite=true&amp;actionUrl=https://www.wix.com/dashboard/{{metaSiteId}}/store/tax/list?referralInfo=sidebar" target="_blank">Go to Tax</a> in your site's dashboard.</li>  <li>Select an option:
    <ul>
      <li><strong>Tax should be added at checkout:</strong> For example, if the tax rate is 10% and a customer buys a $100 product, they are charged $110 at checkout.<br />
<img data-composite="true" src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/8769cf44-f342-494c-b25f-cc98c9da3e82/2023/05/21/3af3dc2c-78a1-4050-a615-4ea83013c689/82603fc2-aac6-440e-b0fe-5d8118e487f0.jpg" /></li>      <li><strong>Tax is already included in my prices: </strong>For example, if the tax rate is 10% and a customer buys a $100 product, they are charged $100 at checkout.<br />
<img data-composite="true" src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/8769cf44-f342-494c-b25f-cc98c9da3e82/2023/05/21/23e1d604-5ec2-4ceb-bf40-dee3a7e7b735/b0ba4304-c48c-4a7c-ab2d-44e0c1991110.jpg" /></li>    </ul>  </li></ol></div><div data-component-type="line"><hr line-style="thin" /></div><div data-component-type="heading"><h2 id="step-5-optional-create-tax-groups" level="3">Step 5 | (Optional) Create tax groups</h2></div><div data-component-type="informative"><div class="info-container" info-color="blue"><div class="info-title">Note:</div><div class="info-content"><div>Tax groups are not currently available for Wix Bookings services.</div></div></div></div><div data-component-type="text"><div>If some of your items are taxed at a different rate, you can create a custom tax group for them.</div></div><div data-component-type="text"><div>For example, if children's car seats are tax-exempt in one of your tax locations, you can create a car seat tax group, add all the relevant products to the group, and assign the group a tax rate of 0%. </div></div><div data-component-type="text"><div>Learn how to <a data-composite="true" href="https://support.wix.com/en/article/setting-up-tax-groups-using-manual-tax-calculation" target="_blank">create tax groups</a>.</div></div><div data-component-type="line"><hr line-style="thin" /></div><div data-component-type="heading"><h2 id="faqs" level="3">FAQs</h2></div><div data-component-type="text"><div>Click a question below to learn more about collecting tax using the manual method.</div></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">What is the difference between manual and automatic tax collection?</h4><div class="collapsible-content"><div>With manual calculation, you select the location(s) where you want to collect tax and manually enter the tax rate. If the rate changes, it's up to you to update it. </div><div><br /></div><div>Alternatively, you can calculate tax automatically through Avalara. Avalara calculates tax based on up-to-date tax rules, so that when rates change, it updates automatically. Learn more about <a data-composite="true" href="https://support.wix.com/en/article/about-automatic-tax-collection" target="_blank">automatic tax calculation</a>.</div></div></div></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">How can I display tax estimates on the Cart Page?</h4><div class="collapsible-content"><div>Customers like to know what to expect before they get to the checkout. You can display an estimate of tax and shipping rate, right in the cart page. </div><div>Learn how to <a data-composite="true" href="https://support.wix.com/en/article/setting-how-shipping-and-tax-displays-in-the-cart-page" target="_blank">display tax estimates on the cart page</a>.</div><div><img data-composite="true" src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/8769cf44-f342-494c-b25f-cc98c9da3e82/2023/05/23/0dcf442e-535e-4b06-9fdd-013b6caea396/8549cfed-386e-4944-8c01-c7aaa6bdaa7d.jpg" /></div></div></div></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">How can I collect the same / a different rate for every state in a country?</h4><div class="collapsible-content"><div>Some countries collect the same tax in every part of the country. In other countries, each state, province etc. has its own tax rate. Before setting up tax for a particular location, make sure you know how tax is managed there and where you're required to collect tax.</div><div><br /></div><div>When you add a country that has separate regions, you can choose to manage tax for the whole country. Alternatively, you can collect tax in just one or more states within a country. </div><ul>
  <li>To manage tax for an entire country, leave the toggle disabled. </li>  <li>To manage tax for one or more states or provinces, click to enable the <strong>Set up tax for every region individually </strong>toggle.</li></ul><div><img data-composite="true" src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/8769cf44-f342-494c-b25f-cc98c9da3e82/2023/11/15/7b20361f-62c1-457c-83d8-51276fd482b7/fb4fc51f-8e72-4822-b1ff-392b21a50573.png" alt="Screencapture of the Add a Location window" /></div></div></div></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">How do tax names work?</h4><div class="collapsible-content"><div>When you set up your site, you select your language &amp; region settings. </div><div><img data-composite="true" src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/8769cf44-f342-494c-b25f-cc98c9da3e82/2024/01/09/60b55053-5e1d-4c2c-ad79-2cad7de7604c/02bc77d4-f632-4432-b369-ac91b5e255cc.png" /></div><div>The regional format you select determines how the tax name is displayed on your site for all tax regions. </div><div><img data-composite="true" src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/8769cf44-f342-494c-b25f-cc98c9da3e82/2024/01/09/539fd293-ce4b-4eeb-9f22-691a63024702/9155fd80-13c3-4606-b8c5-11f372a97f01.png" /></div><div>For example, if you selected <strong>English - United States</strong> as your regional format, the default tax name will be &quot;Sales tax&quot; for all your customers. </div><div><img data-composite="true" src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/8769cf44-f342-494c-b25f-cc98c9da3e82/2024/01/09/dabf1f95-0108-4a48-bf0c-97387067df66/30437807-400a-4cdf-b33f-d16e7b59b837.png" /></div><div>In this example, if the merchant needs to collect tax in England and wants the tax name to display &quot;VAT&quot; for English customers, they can override the default by following the instructions Step 3 | (Optional) Customize advanced mode settings of this article. After selecting England as the location, and enabling advanced mode, enter the tax name you want to display in this location.</div><div><img data-composite="true" src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/8769cf44-f342-494c-b25f-cc98c9da3e82/2024/01/09/24efcee7-25ac-4fba-b2d2-623a6ce90f3c/ff136431-9cfd-4fe9-8304-8647a01f661f.png" /></div></div></div></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">How can I set up tax for a home rule state in the US?</h4><div class="collapsible-content"><div>A &quot;home rule state&quot; is a state in the US that has cities, counties, or special tax jurisdictions with self-administered local tax authorities. These authorities collect tax independently from their states. <a target="_blank" href="https://knowledge.avalara.com/bundle/dqa1657870670369_dqa1657870670369/page/ukv1670397220342.html">Learn more</a></div><div><br /></div><div>Home rule states include:</div><ul>
  <li>Alabama</li>  <li>Alaska (only certain parts of Alaska are home rule)</li>  <li>Arizona</li>  <li>Colorado</li>  <li>Idaho</li>  <li>Louisiana</li></ul><div><br /></div><div>To set up an additional tax rate in any of these areas, follow the instructions in Step 3 | (Optional) Customize advanced mode settings above.</div></div></div></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">Can I set up tax using the Wix app?</h4><div class="collapsible-content"><div>No, to set up tax for your site, you need to go to desktop.</div></div></div></div>

Important:This tax solution is currently available for Wix Stores, Wix Bookings, and Wix Restaurants Orders (New). Using a different app? Click an option below:
  Wix Events  Pricing Plans  Wix Hotels...

Setting Up Tax Groups Using Manual Tax Calculation

<div data-component-type="informative"><div class="info-container" info-color="orange"><div class="info-title">Important:</div><div class="info-content"><div>This tax solution is currently available for Wix Stores, Wix Bookings, and Wix Restaurants Orders (New). Using a different app? Click an option below:</div><ul>
  <li><a data-composite="true" href="https://support.wix.com/en/article/wix-events-adding-tax-to-tickets-sales" target="">Wix Events</a></li>  <li><a data-composite="true" href="https://support.wix.com/en/article/pricing-plans-setting-up-tax-collection" target="">Pricing Plans</a></li>  <li><a data-composite="true" href="https://support.wix.com/en/article/setting-up-tax-in-wix-hotels" target="">Wix Hotels</a> or <a data-composite="true" href="https://support.wix.com/en/article/wix-hotels-by-hotelrunner-creating-and-managing-your-tax-categories" target="_blank">HotelRunner</a></li>  <li><a data-composite="true" href="https://support.wix.com/en/article/wix-restaurants-faq-how-do-i-add-tax-to-a-dish" target="">Original Wix Restaurants solution</a></li>  <li><a data-composite="true" href="https://support.wix.com/en/article/wix-stores-pos-setting-up-tax-rules-for-a-mobile-point-of-sale" target="">Mobile POS</a> or <a data-composite="true" href="https://support.wix.com/en/article/wix-retail-pos-managing-tax-collection-in-your-store" target="">Retail POS</a></li></ul></div></div></div><div data-component-type="text"><div>Make sure you're compliant with tax regulations for items that are taxed at a rate special rates. Create groups of products or menu items so you can give them a different rate</div></div><div data-component-type="line"><hr line-style="thin" /></div><div data-component-type="heading"><h2 id="step-1-determine-which-items-have-special-tax-rates" level="3">Step 1 | Determine which items have special tax rates</h2></div><div data-component-type="text"><div>Each tax location has a general sales tax rate, but may tax certain items lower or higher. Additionally, some goods may be tax exempt. </div></div><div data-component-type="text"><div>For example, the general tax rate in a country is 10% but car seats are taxed at 5%. To account for these differences, a merchant in this location would need to create a car seat tax group, enter the correct tax rate (5%), and add their car seat products to the tax group.</div></div><div data-component-type="informative"><div class="info-container" info-color="orange"><div class="info-title">Important:</div><div class="info-content"><div>Special tax rates vary by country and can vary by state, province, etc. These tax rates also change over time. We suggest you consult with an accountant or with your local tax authority to find out if any of your items are taxed at a special rate. </div></div></div></div><div data-component-type="line"><hr line-style="thin" /></div><div data-component-type="heading"><h2 id="step-2-create-a-tax-group" level="3">Step 2 | Create a tax group</h2></div><div data-component-type="text"><div>You create a tax group by giving it a name and saving it. Make sure to give the group a name that makes it easy for you to identify. Customers do not see this name.</div></div><div data-component-type="informative"><div class="info-container" info-color="green"><div class="info-title">Note:</div><div class="info-content"><div>Tax groups are not currently available with Wix Bookings.</div></div></div></div><div data-component-type="heading"><h2 id="" level="4">To create a tax group:</h2></div><div data-component-type="text"><ol>
  <li><a data-composite="true" href="https://www.wix.com/my-account/site-selector/?buttonText=Manage%20Tax&amp;title=Select%20a%20Site&amp;autoSelectOnSingleSite=true&amp;actionUrl=https://www.wix.com/dashboard/{{metaSiteId}}/store/tax/list?referralInfo=sidebar" target="_blank">Go to Tax</a> in your site's dashboard.</li>  <li>Scroll down to <strong>Tax groups</strong>.</li>  <li>Click <strong>+Add Group</strong>.</li>  <li>Enter a group name (e.g. Car Seats) and click <strong>Add</strong>.</li></ol></div><div data-component-type="line"><hr line-style="thin" /></div><div data-component-type="heading"><h2 id="step-3-assign-your-groups-tax-rates" level="3">Step 3 | Assign your groups tax rates</h2></div><div data-component-type="text"><div>Now that you have your tax group, you can assign it a rate in each of your tax locations. </div></div><div data-component-type="text"><div>For example, if you need to collect tax in England and Scotland, but only England has a special rate for your tax group, you'll enter the special rate in England and the regular rate in Scotland.</div></div><div data-component-type="text"><div>Alternatively, if England and Scotland both have different special tax rates, you can add the tax group to England and assign the relevant rate (e.g. 5%). Then, select Scotland, add the tax group there, and add the relevant tax rate (e.g. 8%).</div></div><div data-component-type="informative"><div class="info-container" info-color="orange"><div class="info-title">Important:</div><div class="info-content"><div>When you create a new tax group, it's added to each location and given a default rate of 0%. Make sure you enter the appropriate rate for each location.</div></div></div></div><div data-component-type="heading"><h2 id="" level="4">To assign tax rates:</h2></div><div data-component-type="text"><ol>
  <li><a data-composite="true" href="https://www.wix.com/my-account/site-selector/?buttonText=Manage%20Tax&amp;title=Select%20a%20Site&amp;autoSelectOnSingleSite=true&amp;actionUrl=https://www.wix.com/dashboard/{{metaSiteId}}/store/tax/list?referralInfo=sidebar" target="_blank">Go to Tax</a> in your site's dashboard.</li>  <li>Select a location.</li>  <li>Enter the tax rate for the group you created (e.g. Car Seats).</li>  <li>Click <strong>Save</strong>.</li>  <li>Select every other location and enter a rate for this group.<br />
<strong>Note: </strong>If you don't enter a rate, the items in the tax group are taxed at 0%.</li></ol></div><div data-component-type="text"><div>After setup, you may see something like the example image below. The default tax rate in this location is set at 10%. In addition, there's a tax group for car seats at a tax rate of 5%. </div></div><div data-component-type="image"><div class="img-container" style="text-align:center"><img src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/8769cf44-f342-494c-b25f-cc98c9da3e82/2023/07/23/6595d49e-11dd-4369-ab53-21c9b89d6a28/56d71b2e-2ae5-4445-a1a4-74eaa249cd96.jpg" alt="Example of the list of tax rates someone might see in a location. Includes Products, Shipping  and the car seat tax group" /></div></div><div data-component-type="line"><hr line-style="thin" /></div><div data-component-type="heading"><h2 id="step-4-add-items-to-the-group" level="3">Step 4 | Add items to the group</h2></div><div data-component-type="text"><div>Now that your tax groups are set up, you can assign items to your groups. For example, if you created a tax group for children's clothing, you can add all the relevant children's clothing products you sell to that group. </div></div><div data-component-type="heading"><h2 id="" level="4">To assign items to your tax group:</h2></div><div data-component-type="text"><div>Choose the items you want to add to a tax group:</div></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">Add store products to a group</h4><div class="collapsible-content"><div>You can add multiple products at once to a tax group right from your tax settings.</div><div><br /></div><div><strong>To add multiple products to a tax group:</strong></div><ol>
  <li><a data-composite="true" href="https://www.wix.com/my-account/site-selector/?buttonText=Manage%20Tax&amp;title=Select%20a%20Site&amp;autoSelectOnSingleSite=true&amp;actionUrl=https://www.wix.com/dashboard/{{metaSiteId}}/store/tax/list?referralInfo=sidebar" target="_blank">Go to Tax</a> in your site's dashboard.</li>  <li>Hover over the relevant tax group and click <strong>Add Products</strong>.<br />
<img data-composite="true" src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/8769cf44-f342-494c-b25f-cc98c9da3e82/2024/01/25/94bae235-c966-4f06-aef9-11ffded33fe2/f7e29db3-5367-4cde-8529-be0d790120b1.png" alt="Screenshot of the tax page with the cursor on the Add Products button next to a custom tax group" /></li>  <li>Select the products you want to add to this tax group.</li>  <li>Click <strong>Save</strong>.</li></ol><div><br /></div><div>You can also assign an individual product to a tax group from the <strong>Products</strong> tab. This comes in handy when adding new products that need to be assigned to a group.</div><div><br /></div><div><strong>To add a single product to a tax group:</strong></div><ol>
  <li><a data-composite="true" href="https://www.wix.com/my-account/site-selector/?buttonText=Manage%20Products&amp;title=Select%20a%20Site&amp;autoSelectOnSingleSite=true&amp;actionUrl=https:%2F%2Fwww.wix.com%2Fdashboard%2F%7B%7BmetaSiteId%7D%7D%2Fstore%2Fproducts%3FreferralInfo%3Dsidebar" target="_blank">Go to Products</a> in your site's dashboard. </li>  <li>Select the first product you want to add to the tax group. </li>  <li>Select the relevant tax group from the <strong>Product tax group</strong> drop-down.<br />
<img data-composite="true" src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/8769cf44-f342-494c-b25f-cc98c9da3e82/2023/10/31/140eb6a2-a8ca-41f6-a46d-46c0a260ffe8/5ad37d32-0a44-4200-a73b-2b03a5b2039e.png" alt="Screenshot of the product creation page. The product tax group section is outlined." /></li></ol></div></div></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">Add restaurant menu items to a group</h4><div class="collapsible-content"><ol>
  <li><a data-composite="true" href="https://manage.wix.com/my-account/site-selector/?siteType=HtmlWeb&amp;actionUrl=https://www.wix.com/dashboard/%7B%7BmetaSiteId%7D%7D/restaurants/menus-management?&amp;title=Select%20a%20site&amp;buttonText=Go+to+Menus+(New)" target="_blank">Go to Menus (New)</a> in your site's dashboard.</li>  <li>Select the first menu item you want to add to the tax group (e.g. wine). </li>  <li>Click the <strong>Ordering </strong>tab.<br />
<img data-composite="true" src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/8769cf44-f342-494c-b25f-cc98c9da3e82/2023/10/31/69505b82-346a-497f-a582-3350b9660d2b/50484082-561e-4249-bf95-d5843aa50df6.png" /></li>  <li>Select the relevant tax group from the <strong>Items tax group</strong> drop-down (e.g. Alcoholic Beverages).<br />
<img data-composite="true" src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/8769cf44-f342-494c-b25f-cc98c9da3e82/2023/10/31/f46fb218-68e3-4441-afbd-b8eeb3c4238b/ee329617-3ef1-41ed-86e6-6144f1aed404.png" /></li></ol></div></div></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">Instructions for merchants with both Wix Stores and Wix Restaurants</h4><div class="collapsible-content"><div><strong>To add a single product to a tax group:</strong></div><ol>
  <li><a data-composite="true" href="https://www.wix.com/my-account/site-selector/?buttonText=Manage%20Products&amp;title=Select%20a%20Site&amp;autoSelectOnSingleSite=true&amp;actionUrl=https:%2F%2Fwww.wix.com%2Fdashboard%2F%7B%7BmetaSiteId%7D%7D%2Fstore%2Fproducts%3FreferralInfo%3Dsidebar" target="_blank">Go to Products</a> in your site's dashboard.</li>  <li>Select the first product you want to add to the tax group.</li>  <li>Select the relevant tax group from the <strong>Product tax group</strong> drop-down. <img data-composite="true" src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/8769cf44-f342-494c-b25f-cc98c9da3e82/2023/10/31/140eb6a2-a8ca-41f6-a46d-46c0a260ffe8/5ad37d32-0a44-4200-a73b-2b03a5b2039e.png" /></li></ol><div><br /></div><div><strong>To add restaurant menu items to a tax group:</strong></div><ol>
  <li><a data-composite="true" href="https://manage.wix.com/my-account/site-selector/?siteType=HtmlWeb&amp;actionUrl=https://www.wix.com/dashboard/%7B%7BmetaSiteId%7D%7D/restaurants/menus-management?&amp;title=Select%20a%20site&amp;buttonText=Go+to+Menus+(New)" target="_blank">Go to Menus (New)</a> in your site's dashboard.</li>  <li>Select the first menu item you want to add to the tax group (e.g. wine). </li>  <li>Click the <strong>Ordering </strong>tab.<br />
<img data-composite="true" src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/8769cf44-f342-494c-b25f-cc98c9da3e82/2023/10/31/69505b82-346a-497f-a582-3350b9660d2b/50484082-561e-4249-bf95-d5843aa50df6.png" /></li>  <li>Select the relevant tax group from the <strong>Items tax group</strong> drop-down (e.g. Alcoholic Beverages).<br />
<img data-composite="true" src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/8769cf44-f342-494c-b25f-cc98c9da3e82/2023/10/31/f46fb218-68e3-4441-afbd-b8eeb3c4238b/ee329617-3ef1-41ed-86e6-6144f1aed404.png" /></li></ol></div></div></div><div data-component-type="line"><hr line-style="thin" /></div><div data-component-type="heading"><h2 id="faqs" level="3">FAQs</h2></div><div data-component-type="text"><div>Click a question below to learn more about tax groups.</div></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">What happens when I create a new item after setting up tax groups?</h4><div class="collapsible-content"><div>When you create a new store product or restaurant menu item, it's automatically assigned to the default tax group. You can choose a different tax group for any new item you create.</div><div><br /></div><div><strong>To add a new store product to a tax group:</strong></div><ol>
  <li><a data-composite="true" href="https://www.wix.com/my-account/site-selector/?buttonText=Manage%20Products&amp;title=Select%20a%20Site&amp;autoSelectOnSingleSite=true&amp;actionUrl=https:%2F%2Fwww.wix.com%2Fdashboard%2F%7B%7BmetaSiteId%7D%7D%2Fstore%2Fproducts%3FreferralInfo%3Dsidebar" target="_blank">Go to Products</a> in your site's dashboard. </li>  <li>Create the new product. </li>  <li>Select the relevant tax group from the <strong>Product tax group</strong> drop-down. <img data-composite="true" src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/8769cf44-f342-494c-b25f-cc98c9da3e82/2023/10/31/140eb6a2-a8ca-41f6-a46d-46c0a260ffe8/5ad37d32-0a44-4200-a73b-2b03a5b2039e.png" /></li></ol><div><br /></div><div><strong>To add a new restaurant item to a tax group:</strong></div><ol>
  <li><a data-composite="true" href="https://manage.wix.com/my-account/site-selector/?siteType=HtmlWeb&amp;actionUrl=https://www.wix.com/dashboard/%7B%7BmetaSiteId%7D%7D/restaurants/menus-management?&amp;title=Select%20a%20site&amp;buttonText=Go+to+Menus+(New)" target="_blank">Go to Menus (New)</a> in your site's dashboard.</li>  <li>Create the new menu item.</li>  <li>Click the <strong>Ordering </strong>tab.<br />
 <img data-composite="true" src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/8769cf44-f342-494c-b25f-cc98c9da3e82/2023/10/31/69505b82-346a-497f-a582-3350b9660d2b/50484082-561e-4249-bf95-d5843aa50df6.png" /></li>  <li>Select the relevant tax group from the <strong>Items tax group</strong> drop-down (e.g. Alcoholic Beverages).<br />
 <img data-composite="true" src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/8769cf44-f342-494c-b25f-cc98c9da3e82/2023/10/31/f46fb218-68e3-4441-afbd-b8eeb3c4238b/ee329617-3ef1-41ed-86e6-6144f1aed404.png" /></li></ol></div></div></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">Can I create tax groups with Avalara automatic tax calculation?</h4><div class="collapsible-content"><div>Yes. If you switch from manual to automatic tax calculation, you can <a data-composite="true" href="https://support.wix.com/en/article/setting-up-tax-groups-using-automatic-tax-calculation" target="_blank">use Avalara to create tax groups</a>. When you do, you just need to create the groups and add items to the groups. Avalara automatically assigns the correct tax setting for each location and adjusts the tax rate if they change. </div><div><strong>Note:</strong> Avalara is available for use in sites that have upgraded to a <a data-composite="true" href="https://support.wix.com/en/article/choosing-a-premium-plan" target="_blank">Premium plan</a> or <a data-composite="true" href="https://support.wix.com/en/article/wix-studio-upgrading-sites" target="_blank">Studio plan</a> that supports automated sales tax.</div></div></div></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">What happens when I remove a tax group?</h4><div class="collapsible-content"><div>You can remove a tax group at any time. When you do, the special rates are deleted and the items in the group are taxed at the default rate.</div><div><img data-composite="true" src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/8769cf44-f342-494c-b25f-cc98c9da3e82/2023/05/03/baa7a7b3-a894-42ae-afae-558573429928/318bad41-0e42-41d3-938b-7dc57deffb2c.png" /></div></div></div></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">What happens if I don’t add a rate for a group in some locations?</h4><div class="collapsible-content"><div>If you don't enter a rate, all the items in the group are taxed at 0% in each location.</div></div></div></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">What do customers see at checkout when they purchase items taxed at a different rate?</h4><div class="collapsible-content"><div>The total tax amount for the order is displayed at checkout and elsewhere. </div></div></div></div>

Important:This tax solution is currently available for Wix Stores, and Wix Bookings. Using a different app? Click an option below:
  Wix Events  Pricing Plans  Wix Hotels or HotelRunner  Original Wix ...

About Automatic Tax Collection

<div data-component-type="informative"><div class="info-container" info-color="orange"><div class="info-title">Important:</div><div class="info-content"><div>This tax solution is currently available for Wix Stores, and Wix Bookings. Using a different app? Click an option below:</div><ul>
  <li><a data-composite="true" href="https://support.wix.com/en/article/wix-events-adding-tax-to-tickets-sales" target="">Wix Events</a></li>  <li><a data-composite="true" href="https://support.wix.com/en/article/pricing-plans-setting-up-tax-collection" target="">Pricing Plans</a></li>  <li><a data-composite="true" href="https://support.wix.com/en/article/setting-up-tax-in-wix-hotels" target="">Wix Hotels</a> or <a data-composite="true" href="https://support.wix.com/en/article/wix-hotels-by-hotelrunner-creating-and-managing-your-tax-categories" target="_blank">HotelRunner</a></li>  <li><a data-composite="true" href="https://support.wix.com/en/article/wix-restaurants-faq-how-do-i-add-tax-to-a-dish" target="">Original Wix Restaurants solution</a></li>  <li><a data-composite="true" href="https://support.wix.com/en/article/wix-stores-pos-setting-up-tax-rules-for-a-mobile-point-of-sale" target="">Mobile POS</a> or <a data-composite="true" href="https://support.wix.com/en/article/wix-retail-pos-managing-tax-collection" target="">Retail POS</a></li></ul></div></div></div><div data-component-type="text"><div>Make sure your business is always compliant with local tax regulations by setting up automatic tax calculation. Wix provides the convenience of automatic tax through Avalara, a third-party app.</div></div><div data-component-type="informative"><div class="info-container" info-color="orange"><div class="info-title">Important:</div><div class="info-content"><div>You are solely liable at all times for confirming that your tax calculation conforms to all applicable laws and regulations. We recommend getting advice from a professional to help you understand what's required and meet all your obligations.</div></div></div></div><div data-component-type="line"><hr line-style="thin" /></div><div data-component-type="heading"><h2 id="tax-correctly-in-different-locations" level="3">Tax correctly in different locations</h2></div><div data-component-type="text"><div>If your business is required to collect tax in more than one location - whether across different countries or within various states of a country - it's important to collect taxes accurately. Avalara simplifies this process by automatically collecting taxes correctly in each location you add. This includes situations where different tax rates apply within smaller subdivisions, such as counties or cities.</div></div><div data-component-type="line"><hr line-style="thin" /></div><div data-component-type="heading"><h2 id="keep-up-with-tax-changes" level="3">Keep up with tax changes</h2></div><div data-component-type="text"><div>Avalara makes sure your tax is calculated based on the latest tax rules, so you don’t have to update tax rates yourself. When a tax rate changes, your website automatically adjusts to reflect the updated rate.</div></div><div data-component-type="line"><hr line-style="thin" /></div><div data-component-type="heading"><h2 id="tax-items-at-the-required-rate" level="3">Tax items at the required rate</h2></div><div data-component-type="text"><div>Each tax location (a country or state/province) has a default tax rate. In some locations, you may also need to collect tax on digital products, shipping charges, or gift cards.</div></div><div data-component-type="text"><div>When you set up Avalara, you'll see tax groups listed, each with its own Avalara tax code. </div></div><div data-component-type="text"><div>All these items are automatically added to the appropriate tax group. Avalara is now ready to manage tax correctly for all these items in all your locations. </div></div><div data-component-type="line"><hr line-style="thin" /></div><div data-component-type="heading"><h2 id="manage-items-taxed-at-special-rates" level="3">Manage items taxed at special rates</h2></div><div data-component-type="informative"><div class="info-container" info-color="blue"><div class="info-title">Note:</div><div class="info-content"><div>Tax groups are not currently available for Wix Bookings services.</div></div></div></div><div data-component-type="text"><div>A location may tax specific items at a lower or higher rate. For example, in certain places, children's car seats may be tax exempt or liquor may be taxed at a higher rate. </div></div><div data-component-type="text"><div>To account for this, you can create a custom tax group and add the appropriate items to that group. After setup, customers from different locations and who purchase different items are taxed at the appropriate rate.</div></div><div data-component-type="line"><hr line-style="thin" /></div><div data-component-type="heading"><h2 id="faqs" level="3">FAQs</h2></div><div data-component-type="text"><div>Click a question below to learn more about managing tax automatically with Avalara.</div></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">I already have an Avalara account. Can I connect to it?</h4><div class="collapsible-content"><div>You can connect to an existing Avalara account by <a data-composite="true" href="https://www.wix.com/contact" target="_blank">contacting Customer Care</a> and requesting to do so. It's not possible to connect to an existing account on your own. </div></div></div></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">Do I need to pay Avalara a fee or upgrade my Premium plan?</h4><div class="collapsible-content"><div>While there are no fees associated with automatic tax collection, it's not available with all <a data-composite="true" href="https://support.wix.com/en/article/choosing-a-premium-plan" target="_blank">Premium plans</a> or <a data-composite="true" href="https://support.wix.com/en/article/wix-studio-upgrading-sites" target="_blank">Studio plans</a>. Make sure you upgrade to a plan that includes Automated sales tax.</div></div></div></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">Is Avalara available worldwide?</h4><div class="collapsible-content"><div>Avalara is available worldwide, with the exception of:</div><ul>
  <li>India </li>  <li>Brazil.</li>  <li>Åland Islands</li>  <li>Antarctica</li>  <li>Bouvet Island</li>  <li>Heard Island And McDonald Islands</li>  <li>Isle Of Man</li>  <li>Puerto Rico</li>  <li>Western Sahara</li></ul></div></div></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">Can I manage some regions with automatic tax and others with manual?</h4><div class="collapsible-content"><div>Yes, for each location you add, you can select how you want to manage that tax region. You can manage some locations manually while using Avalara to manage tax automatically in other  places.</div></div></div></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">I previously set up tax in a merchant account. Should I remove it?</h4><div class="collapsible-content"><div>If you previously set up tax (and shipping) in a merchant account (e.g. in PayPal), remove these settings before setting up tax collection with Avalara.</div></div></div></div>

Setting Up Automatic Tax Calculation

Setting Up Tax Groups Using Automatic Tax Calculation

<div data-component-type="informative"><div class="info-container" info-color="orange"><div class="info-title">Important:</div><div class="info-content"><div>This tax solution is currently available for Wix Stores, and Wix Bookings. Using a different app? Click an option below:</div><ul>
  <li><a data-composite="true" href="https://support.wix.com/en/article/wix-events-adding-tax-to-tickets-sales" target="">Wix Events</a></li>  <li><a data-composite="true" href="https://support.wix.com/en/article/pricing-plans-setting-up-tax-collection" target="">Pricing Plans</a></li>  <li><a data-composite="true" href="https://support.wix.com/en/article/setting-up-tax-in-wix-hotels" target="">Wix Hotels</a> or <a data-composite="true" href="https://support.wix.com/en/article/wix-hotels-by-hotelrunner-creating-and-managing-your-tax-categories" target="_blank">HotelRunner</a></li>  <li><a data-composite="true" href="https://support.wix.com/en/article/wix-restaurants-faq-how-do-i-add-tax-to-a-dish" target="">Original Wix Restaurants solution</a></li>  <li><a data-composite="true" href="https://support.wix.com/en/article/wix-stores-pos-setting-up-tax-rules-for-a-mobile-point-of-sale" target="">Mobile POS</a> or <a data-composite="true" href="https://support.wix.com/en/article/wix-retail-pos-managing-tax-collection" target="">Retail POS</a></li></ul></div></div></div><div data-component-type="text"><div>Make sure you're compliant with tax regulations for items that are taxed at special rates. For example, if you sell clothing for both children and adults, but children's clothing is tax-free, you can create a tax group for the kids clothes. That way, all your products are taxed at the correct rate in each location. </div></div><div data-component-type="line"><hr line-style="thin" /></div><div data-component-type="heading"><h2 id="step-1-determine-which-items-have-special-tax-rates" level="3">Step 1 | Determine which items have special tax rates</h2></div><div data-component-type="text"><div>Each tax location has a standard sales tax rate. However, certain items may be taxed at lower or higher rates. Moreover, some goods may be exempt from taxation altogether.</div></div><div data-component-type="text"><div>For instance, a country with a general tax rate of 10% may tax children's car seats at 5%. To account for this difference, a merchant in this location would need to create a car seat tax group, assign the relevant Avalara code (in this example, &quot;Child car seats &amp; restraints&quot;), and then add the relevant products to this group.</div></div><div data-component-type="informative"><div class="info-container" info-color="orange"><div class="info-title">Important:</div><div class="info-content"><div>Special tax rates vary by country and can vary by state, province, etc. These tax rates also change over time. We suggest you consult with an accountant or with your local tax authority to find out if any of your products are taxed at a special rate. </div></div></div></div><div data-component-type="line"><hr line-style="thin" /></div><div data-component-type="heading"><h2 id="step-2-create-a-tax-group" level="3">Step 2 | Create a tax group</h2></div><div data-component-type="text"><div>You create a tax group by giving it a name, assigning it an Avalara tax code, and saving it. Make sure to give it a name that makes it easy for you to identify. Customers do not see the group name.</div></div><div data-component-type="informative"><div class="info-container" info-color="blue"><div class="info-title">Notes:</div><div class="info-content"><ul>
  <li>If you previously created tax groups using the manual method, you do not need to create new tax groups. Simply add Avalara tax codes to any groups you already created.</li>  <li>It's not currently possible to create tax groups for Wix Bookings services.</li></ul></div></div></div><div data-component-type="heading"><h2 id="" level="4">To create a tax group:</h2></div><div data-component-type="text"><ol>
  <li><a data-composite="true" href="https://www.wix.com/my-account/site-selector/?buttonText=Manage%20Tax&amp;title=Select%20a%20Site&amp;autoSelectOnSingleSite=true&amp;actionUrl=https://www.wix.com/dashboard/{{metaSiteId}}/store/tax/list?referralInfo=sidebar" target="_blank">Go to Tax</a> in your site's dashboard.</li>  <li>Scroll down to <strong>Tax groups</strong>.</li>  <li>Click <strong>+Add Custom Group</strong>.</li>  <li>Enter a name in the <strong>Group name</strong> field. </li>  <li>Select an option from the <strong>Avalara Tax Code </strong>drop-down:
    <ul>
      <li>Select one of the preset groups (e.g. Cosmetics).</li>      <li>Click <strong>+ More Tax Codes</strong>:
        <ol>
          <li>Enter a search term (e.g. car seats).</li>          <li>Click to select the relevant tax group and click <strong>Select</strong>.</li>          <li>Click <strong>Add</strong>.</li>        </ol>      </li>    </ul>  </li></ol></div><div data-component-type="text"><div>After setup, you'll see the tax group you created listed with your default tax groups.</div></div><div data-component-type="image"><div class="img-container" style="text-align:center"><img src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/8769cf44-f342-494c-b25f-cc98c9da3e82/2023/07/05/c5ffd002-e222-4ce7-917d-276842e2b33c/05b50873-9229-495b-b64b-f7f1b47c958b.jpg" alt="Screenshot of tax groups in Wix" /></div></div><div data-component-type="line"><hr line-style="thin" /></div><div data-component-type="heading"><h2 id="step-3-add-items-to-the-group" level="3">Step 3 | Add items to the group</h2></div><div data-component-type="text"><div>Now that your tax groups are set up, you can assign items to your groups. For example, if you created a tax group for children's clothing, you can add all the relevant children's clothing products you sell to that group. </div></div><div data-component-type="heading"><h2 id="" level="4">To assign items to your tax group:</h2></div><div data-component-type="text"><div>Choose the items you want to add to a tax group:</div></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">Add a single store product to a tax group</h4><div class="collapsible-content"><ol>
  <li><a data-composite="true" href="https://www.wix.com/my-account/site-selector/?buttonText=Manage%20Products&amp;title=Select%20a%20Site&amp;autoSelectOnSingleSite=true&amp;actionUrl=https:%2F%2Fwww.wix.com%2Fdashboard%2F%7B%7BmetaSiteId%7D%7D%2Fstore%2Fproducts%3FreferralInfo%3Dsidebar" target="_blank">Go to Products</a> in your site's dashboard. </li>  <li>Select the first product you want to add to the tax group. </li>  <li>Select the relevant tax group from the <strong>Product tax group</strong> drop-down.<br />
<img data-composite="true" src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/8769cf44-f342-494c-b25f-cc98c9da3e82/2023/10/31/140eb6a2-a8ca-41f6-a46d-46c0a260ffe8/5ad37d32-0a44-4200-a73b-2b03a5b2039e.png" alt="Screenshot of the product creation page. The product tax group section is outlined." /></li></ol></div></div></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">Add multiple store products to a tax group</h4><div class="collapsible-content"><div>You can add multiple products at once to a tax group right from your tax settings.</div><div><br /></div><div><strong>To add multiple products to a tax group:</strong></div><ol>
  <li><a data-composite="true" href="https://www.wix.com/my-account/site-selector/?buttonText=Manage%20Tax&amp;title=Select%20a%20Site&amp;autoSelectOnSingleSite=true&amp;actionUrl=https://www.wix.com/dashboard/{{metaSiteId}}/store/tax/list?referralInfo=sidebar" target="_blank">Go to Tax</a> in your site's dashboard.</li>  <li>Hover over the relevant tax group and click <strong>Add Products</strong>.<br />
<img data-composite="true" src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/8769cf44-f342-494c-b25f-cc98c9da3e82/2025/02/27/7949626c-68ed-4aaf-9783-b66940291863/fe0df4e6-4ceb-4dd6-90ca-10a2016019d4.png" alt="Screenshot of the tax page with the cursor on the Add Products button next to a custom tax group" /></li>  <li>Select the products you want to add to this tax group.</li>  <li>Click <strong>Save</strong>.</li></ol><div><br /></div><div>You can also assign an individual product to a tax group from the <strong>Products</strong> tab. This comes in handy when adding new products that need to be assigned to a group.</div><div><br /></div><div><strong>To add a single product to a tax group:</strong></div><ol>
  <li><a data-composite="true" href="https://www.wix.com/my-account/site-selector/?buttonText=Manage%20Products&amp;title=Select%20a%20Site&amp;autoSelectOnSingleSite=true&amp;actionUrl=https:%2F%2Fwww.wix.com%2Fdashboard%2F%7B%7BmetaSiteId%7D%7D%2Fstore%2Fproducts%3FreferralInfo%3Dsidebar" target="_blank">Go to Products</a> in your site's dashboard. </li>  <li>Select the first product you want to add to the tax group. </li>  <li>Select the relevant tax group from the <strong>Product tax group</strong> drop-down.<br />
<img data-composite="true" src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/8769cf44-f342-494c-b25f-cc98c9da3e82/2025/02/27/7b28e3d7-07aa-47e6-97bc-d886ea4b8ba7/93eccf39-d07b-4eec-bc8d-67fac04d5bda.png" alt="Screenshot of the product creation page. The product tax group section is outlined." />    </li></ol></div></div></div><div data-component-type="line"><hr line-style="thin" /></div><div data-component-type="heading"><h2 id="faqs" level="3">FAQs</h2></div><div data-component-type="text"><div>Click a question below to learn more about tax groups.</div></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">What happens when I create a new item after setting up tax groups?</h4><div class="collapsible-content"><div>When you create a new store product it's automatically assigned to the default tax group. You can choose a different tax group for any new item you create.</div><div><br /></div><div><strong>To add a new store product to a tax group:</strong></div><ol>
  <li><a data-composite="true" href="https://www.wix.com/my-account/site-selector/?buttonText=Manage%20Products&amp;title=Select%20a%20Site&amp;autoSelectOnSingleSite=true&amp;actionUrl=https:%2F%2Fwww.wix.com%2Fdashboard%2F%7B%7BmetaSiteId%7D%7D%2Fstore%2Fproducts%3FreferralInfo%3Dsidebar" target="_blank">Go to Products</a> in your site's dashboard. </li>  <li>Create the new product. </li>  <li>Select the relevant tax group from the <strong>Product tax group</strong> drop-down. <img data-composite="true" src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/8769cf44-f342-494c-b25f-cc98c9da3e82/2023/10/31/140eb6a2-a8ca-41f6-a46d-46c0a260ffe8/5ad37d32-0a44-4200-a73b-2b03a5b2039e.png" /></li></ol></div></div></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">What happens when I remove a tax group?</h4><div class="collapsible-content"><div>You can remove a tax group at any time. When you do, store products are added to the Products default group. These items are then taxed at the default rate.</div><div><img data-composite="true" src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/8769cf44-f342-494c-b25f-cc98c9da3e82/2023/05/03/baa7a7b3-a894-42ae-afae-558573429928/318bad41-0e42-41d3-938b-7dc57deffb2c.png" /></div></div></div></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">What happens if a group of items has a special rate in one location but not another?</h4><div class="collapsible-content"><div>If you collect tax in multiple locations, you may find that some items  have a special rate in one location but not in others. Once you create a tax group, Avalara knows to tax this group of items correctly in all locations.</div></div></div></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">What do customers see at checkout when purchasing items taxed at different rates?</h4><div class="collapsible-content"><div>The total tax amount for the order is displayed at checkout and elsewhere. </div></div></div></div>

Including Tax in the Product Price

<div data-component-type="informative"><div class="info-container" info-color="orange"><div class="info-title">Important:</div><div class="info-content"><div>This tax solution is currently available for Wix Stores, Wix Bookings, and Wix Restaurants Orders (New) &amp; Wix Table Reservations. Using a different app? Click an option below:</div><ul>
  <li><a data-composite="true" href="https://support.wix.com/en/article/wix-events-adding-tax-to-tickets-sales" target="">Wix Events</a></li>  <li><a data-composite="true" href="https://support.wix.com/en/article/pricing-plans-setting-up-tax-collection" target="">Pricing Plans</a></li>  <li><a data-composite="true" href="https://support.wix.com/en/article/setting-up-tax-in-wix-hotels" target="">Wix Hotels</a> or <a data-composite="true" href="https://support.wix.com/en/article/wix-hotels-by-hotelrunner-creating-and-managing-your-tax-categories" target="_blank">HotelRunner</a></li>  <li><a data-composite="true" href="https://support.wix.com/en/article/wix-restaurants-faq-how-do-i-add-tax-to-a-dish" target="">Original Wix Restaurants solution</a></li>  <li><a data-composite="true" href="https://support.wix.com/en/article/wix-stores-pos-setting-up-tax-rules-for-a-mobile-point-of-sale" target="">Mobile POS</a> or <a data-composite="true" href="https://support.wix.com/en/article/wix-retail-pos-managing-tax-collection-in-your-store" target="">Retail POS</a></li></ul></div></div></div><div data-component-type="text"><div>In some countries, merchants are obligated to display prices with the tax included. In other countries, such as the US and Canada, product prices are displayed without tax. The sales tax is added later during checkout. </div></div><div data-component-type="informative"><div class="info-container" info-color="orange"><div class="info-title">Important:</div><div class="info-content"><div>Check local regulations in your country on how tax should be displayed in your store. </div></div></div></div><div data-component-type="heading"><h2 id="" level="3">To set whether tax is included in the product price:</h2></div><div data-component-type="text"><ol>
  <li><a data-composite="true" href="https://www.wix.com/my-account/site-selector/?buttonText=Manage%20Tax&amp;title=Select%20a%20Site&amp;autoSelectOnSingleSite=true&amp;actionUrl=https://www.wix.com/dashboard/{{metaSiteId}}/store/tax/list?referralInfo=sidebar" target="_blank">Go to tax</a> in your site's dashboard.</li>  <li>Scroll down to the <strong>Tax Settings </strong>section.</li></ol></div><div data-component-type="image"><div class="img-container" style="text-align:center"><img src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/8769cf44-f342-494c-b25f-cc98c9da3e82/2023/11/16/9ec77750-0deb-4112-a610-10111246d9d4/ff037fc0-a1e0-4a80-833a-f2edaac590fb.png" alt="Screenshot of the part of the tax page where you select if tax is added to prices or only at checkout" /></div></div><div data-component-type="text"><ol>
  <li>Select an option:
    <ul>
      <li><strong>Add tax at checkout:</strong> When buying an item that costs $100, customers see a total of $110 during checkout:<br />
<img data-composite="true" src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/8769cf44-f342-494c-b25f-cc98c9da3e82/2023/11/16/d7843a30-5c25-46de-bb53-1bf707f52402/fb1944af-8606-42d6-be7f-a4ce9106aae2.png" />                      </li>      <li><strong>Include tax in item price: </strong>Tax amount is subtracted from the total price. When buying an item that costs $100, customers see a total of $100 during checkout, with the sales tax listed separately.<br />
<img data-composite="true" src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/8769cf44-f342-494c-b25f-cc98c9da3e82/2023/11/16/2ff5d2e9-b9cb-417d-9e96-9d1396c5b801/b50ebd92-88ea-4198-a40f-65c4442efe81.png" /></li>    </ul>  </li></ol></div><div data-component-type="informative"><div class="info-container" info-color="blue"><div class="info-title">Notes:</div><div class="info-content"><ul>
  <li>To calculate sales tax, you can use <a data-composite="true" href="https://vatcalconline.com/" target="_blank">this tool</a>. Make sure to specify if tax (VAT) is added at checkout or excluded. </li>  <li>Did you create shipping rules or coupons based on price (e.g. free shipping on sales over $100)? Note that the price without tax is used for these calculations (e.g. $90.91 in the example above).  </li></ul></div></div></div>

Accessing the Avalara Dashboard

<div data-component-type="informative"><div class="info-container" info-color="orange"><div class="info-title">Important:</div><div class="info-content"><div>This tax solution is currently available for Wix Stores, Wix Bookings, and Wix Restaurants Orders (New). Using a different app? Click an option below:</div><ul>
  <li><a data-composite="true" href="https://support.wix.com/en/article/wix-events-adding-tax-to-tickets-sales" target="">Wix Events</a></li>  <li><a data-composite="true" href="https://support.wix.com/en/article/pricing-plans-setting-up-tax-collection" target="">Pricing Plans</a></li>  <li><a data-composite="true" href="https://support.wix.com/en/article/setting-up-tax-in-wix-hotels" target="">Wix Hotels</a> or <a data-composite="true" href="https://support.wix.com/en/article/wix-hotels-by-hotelrunner-creating-and-managing-your-tax-categories" target="_blank">HotelRunner</a></li>  <li><a data-composite="true" href="https://support.wix.com/en/article/wix-restaurants-faq-how-do-i-add-tax-to-a-dish" target="">Original Wix Restaurants solution</a></li>  <li><a data-composite="true" href="https://support.wix.com/en/article/wix-stores-pos-setting-up-tax-rules-for-a-mobile-point-of-sale" target="">Mobile POS</a> or <a data-composite="true" href="https://support.wix.com/en/article/wix-retail-pos-managing-tax-collection-in-your-store" target="">Retail POS</a></li></ul></div></div></div><div data-component-type="text"><div>Certain changes to how you collect taxes, such as completing setup for merchants in Canada and in home rule states, need to be completed in the Avalara dashboard. <a data-composite="true" href="https://support.wix.com/en/article/setting-up-automatic-tax-calculation#step-6-complete-setup-in-avalara" target="_blank">Learn more</a></div></div><div data-component-type="text"><div>Note that in Avalara, you can only add or delete details to an existing location. To add new tax locations, go to your Wix dashboard. </div></div><div data-component-type="line"><hr line-style="thin" /></div><div data-component-type="heading"><h2 id="accessing-the-avalara-dashboard-for-the-first-time" level="3">Accessing the Avalara dashboard for the first time</h2></div><div data-component-type="text"><div>To log in for the first time after you <a data-composite="true" href="https://support.wix.com/en/article/setting-up-automatic-tax-calculation" target="_blank">started calculating tax rates with Avalara</a>, you must set up a password according to the instructions below. </div></div><div data-component-type="heading"><h2 id="" level="4">To log in for the first time:</h2></div><div data-component-type="text"><ol>
  <li>Click <a data-composite="true" href="https://identity.avalara.com/forgotpassword" target="_blank">this link</a> to set your Avalara password.</li>  <li>Enter the email you used to sign up with Avalara.</li>  <li>Click <strong>Request reset</strong>.</li>  <li>Click the link in the email you receive. </li>  <li>Create a new password.</li>  <li>Click <strong>Save</strong>. <strong> </strong></li></ol></div><div data-component-type="line"><hr line-style="thin" /></div><div data-component-type="heading"><h2 id="accessing-the-avalara-dashboard-subsequent-times" level="3">Accessing the Avalara dashboard subsequent times</h2></div><div data-component-type="text"><div>If you've already reset your Avalara password and logged in once, you can click <a data-composite="true" href="https://identity.avalara.com/account/login" target="_blank">here</a> and log in using your username (usually your email address) and your password. </div></div>

Important:The Colorado retail delivery fee is relevant for business that deliver goods to clients, such as through Wix Stores or Wix Restaurants Orders (New). Add the Colorado Retail Delivery Fee app ...

Collecting the Colorado Retail Delivery Fee

<div data-component-type="informative"><div class="info-container" info-color="orange"><div class="info-title">Important:</div><div class="info-content"><div>The Colorado retail delivery fee is relevant for business that deliver goods to clients, such as through Wix Stores or Wix Restaurants Orders (New). </div></div></div></div><div data-component-type="text"><div>Add the Colorado Retail Delivery Fee app to your site so you can automatically collect the fee whenever needed. Relevant customers will see the fee in the Checkout Page and in invoices. </div></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">What fee is required in Colorado?</h4><div class="collapsible-content"><div>The state of Colorado requires retailers in Colorado (and, in some cases, out of state) to collect a $0.28 delivery fee on most deliveries to customers in the state of Colorado. Read the <a data-composite="true" href="https://tax.colorado.gov/retail-delivery-fee" target="_blank">statement put out by the Colorado department of revenue</a>.</div></div></div></div><div data-component-type="image"><div class="img-container" style="text-align:center"><img src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/8769cf44-f342-494c-b25f-cc98c9da3e82/2023/07/09/c4e9d84a-7504-4715-a6cc-d9e82f086475/8c4a7297-ebc6-41cf-803c-fa68bd7af8ac.jpg" alt="Screenshot of the checkout page in a Wix stores with the Colorado Retail Delivery Fee outlined" /></div></div><div data-component-type="heading"><h2 id="" level="3">To add the Colorado Retail Delivery Fee app:</h2></div><div data-component-type="tabs"><div class="tabs-wrapper"><div class="headings-wrapper"><div data-slug="Wix-Editor" class="tab-heading heading-0">Wix Editor</div><div data-slug="Studio-Editor" class="tab-heading heading-1">Studio Editor</div><div data-slug="Dashboard" class="tab-heading heading-2">Dashboard</div></div><div class="tab-contents-wrapper"><div class="tab-content"><div data-component-type="text"><ol>
  <li><a data-composite="true" href="https://manage.wix.com/account/site-selector/?actionUrl=https%3A%2F%2Fwww.wix.com%2Feditor%2F%7BmetaSiteId%7D%3FeditorSessionId%3D%7Besi%7D%26" target="_blank">Go to your editor</a>.</li>  <li>Click <strong>Add Apps</strong> <img data-composite="true" src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/9432a2ad-f01d-4a3d-ae53-370c37e15e62/2021/11/24/fdfa6035-0515-49cd-bb10-d4944db1edb5/dadbb3a0-fafa-4627-ac02-0fcb2f693cb1.jpeg" /> on the left side of the editor.</li>  <li>Search for the Colorado Retail Delivery Fee app in the search bar.</li>  <li>Click <strong>Add to Site</strong>.</li></ol></div></div><div class="tab-content"><div data-component-type="text"><ol>
  <li><a data-composite="true" href="https://manage.wix.com/account/site-selector/?actionUrl=https%3A%2F%2Fwww.wix.com%2Feditor%2F%7BmetaSiteId%7D%3FeditorSessionId%3D%7Besi%7D%26" target="_blank">Go to your editor</a>.</li>  <li>Click <strong>App Market </strong><img data-composite="true" src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/8696077d-830a-4b1e-bd86-9df98f89994a/2023/06/14/a2918f67-d273-4a37-8732-0647c258dd80/2d376fcf-b752-495e-8434-c30443c20b8e.png" /><strong> </strong>on the left side of the editor.</li>  <li>Click <strong>App Market</strong>.</li>  <li>Search for the Colorado Retail Delivery Fee app in the search bar.</li>  <li>Click <strong>Add to Site</strong>.</li></ol></div></div><div class="tab-content"><div data-component-type="text"><ol>
  <li><a data-composite="true" href="https://www.wix.com/app-market" target="_blank">Go to the Wix App Market</a> in your site's dashboard.</li>  <li>Search for the Colorado Retail Delivery Fee app in the search bar.</li>  <li>Click <strong>Add to Site</strong>.</li></ol></div></div></div></div></div><div data-component-type="informative"><div class="info-container" info-color="green"><div class="info-title">Tip:</div><div class="info-content"><div>The app requires no setup. You just need to add it to your site. The fee is automatically added to relevant orders.</div></div></div></div><div data-component-type="line"><hr line-style="thin" /></div><div data-component-type="heading"><h2 id="faqs" level="3">FAQs</h2></div><div data-component-type="text"><div>Click below to learn more about collecting the Colorado retail delivery fee.</div></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">Where do I see the fee that was collected?</h4><div class="collapsible-content"><div>You'll see the fee that was collected in the Orders tab in your site's dashboard. Under <strong>Payment Info</strong>, it appears as <strong>Colorado Retail Delivery Fee</strong>.</div><div><img data-composite="true" src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/8769cf44-f342-494c-b25f-cc98c9da3e82/2023/07/09/3c2589cf-af88-4dd6-b726-ee59e3e4a16f/f4d83819-8f60-42a0-8190-bae28378a1d7.jpg" /></div></div></div></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">My business is located outside of Colorado. Do I need to collect and pay this fee?</h4><div class="collapsible-content"><div>Businesses based outside of Colorado may need to collect and remit if their sales in Colorado exceed a set amount.</div><div><br /></div><div>If your business is located outside of Colorado and you're not sure whether the fee applies to you, we suggest you consult with an accountant or with your local tax authority.</div></div></div></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">My business is in Colorado. Do I need to collect this fee when shipping outside of Colorado?</h4><div class="collapsible-content"><div>No, this fee is collected only when orders are physically shipped with a motor vehicle to a location in Colorado.</div></div></div></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">What if none of the items I'm shipping are taxable?</h4><div class="collapsible-content"><div>This fee only applies when you are selling taxable items. If every item in an order is exempt from tax, you do not need to collect the Colorado Retail Delivery Fee.</div></div></div></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">What if I'm shipping multiple products together and not all are taxable?</h4><div class="collapsible-content"><div>If at least one product in an order is taxable, you need to collect the fee. </div></div></div></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">If I deliver an order using 2 separate shipments, do I have to collect the $0.28 fee twice?</h4><div class="collapsible-content"><div>No. The fee is collected only once per order.</div></div></div></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">Do I need to collect the fee on digital sales to customers based in Colorado?</h4><div class="collapsible-content"><div>No, the fee is applicable only for physical products.</div></div></div></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">Do I need to collect the fee if my customer chooses store pickup instead of delivery?</h4><div class="collapsible-content"><div>No. If your customer picks the order up from your location, you are not required to collect the fee. The Colorado Retail Delivery Fee app will not add the charge to the order. </div></div></div></div>

Currently, tax calculations display only 2 decimal points. Three or more decimal points are not supported.We are always working to update and improve our products, and your feedback is greatly appreci...

Sales Tax Request: Displaying Tax Calculations to 3 Decimal Places

<div data-component-type="text"><div>Currently, tax calculations display only 2 decimal points. Three or more decimal points are not supported.</div></div><div data-component-type="image"><div class="img-container" style="text-align:center"><img src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/8769cf44-f342-494c-b25f-cc98c9da3e82/2025/03/11/d222cd29-7d23-47cf-aaca-fe6e36e597dc/f6e6504e-0fac-4f3d-81a3-d155b0621802.png" alt="Screenshot of part of the checkout screen in a Wix site, with the sales tax outlined" /></div></div><div data-component-type="text"><div>We are always working to update and improve our products, and your feedback is greatly appreciated.</div></div>

Currently, displaying the percentage of tax included in the price alongside the price display (e.g. 180,00€ - Price Incl. 19% VAT) is not supported. We are always working to update and improve our pro...

Sales Tax Request: Displaying Percentage Tax Included Beside Prices

<div data-component-type="text"><div>Currently, displaying the percentage of tax included in the price alongside the price display (e.g. 180,00€ - Price Incl. 19% VAT) is not supported. </div></div><div data-component-type="text"><div>We are always working to update and improve our products, and your feedback is greatly appreciated.</div></div>

We're thrilled to announce that it's now possible to create tax groups when calculating tax using the manual tax method. 

Sales Tax Request: Creating Tax Groups for Manual Tax Calculation

<div data-component-type="text"><div>We're thrilled to announce that it's now possible to <a data-composite="true" href="https://support.wix.com/en/article/setting-up-tax-groups-using-manual-tax-calculation" target="">create tax groups when calculating tax using the manual tax method</a>. </div></div>

Accepting payments on your site

Payment methods and providers

Setting up sales tax

Using POS solutions

Sending invoices & price quotes

Sending pay links

Sending receipts