Wix Bookings: Sending Payment Requests to Clients Using Automations

3 min read
Send payment requests (invoices) to clients when they complete a specific action on your site, using automations. 
You can also choose to send invoices automatically when a session starts or ends. If clients book multiple sessions at once, they receive one invoice for the entire order.
You can also automatically generate an invoice for every fully paid order, by following these steps.

To send payment requests to clients using Automations:

  1. Go to Automations in your site's dashboard.
  2. Click + New Automation.
  3. Click + Start from Scratch
  4. Click Wix Bookings in the Trigger section. 
  5. Click to select the relevant trigger. Below are some examples: 
    • Session booked: Choose this option if you want to send your invoice immediately after a client makes a booking. This is useful for services where clients don't have to pay the entire fee up front.
    • Session starts/ends: This is useful for classes, as you can send an invoice to all participants separately using the automation. 
Screenshot showing how to to select a trigger and services for an automation in Wix Bookings.
  1. Click the Select which services trigger this automation drop-down and select the relevant option: All services or Specific services.
    Note: If you select Specific services, click the Select a service drop-down, select the relevant services and click Apply
  2. In the Choose an Action section, select Request payment
  3. Click to edit the text of the invoice Email subject and Message
  4. (Optional) Add dynamic values to personalize the message with details such as the Contact name, Service name, or Service start/end date: 
    1. Highlight the text you want to replace with dynamic values. 
    2. Click Add Dynamic Value. 
    3. Click the Variable name drop-down and choose the value you want to be inserted. 
    4. (Optional) Click the Fallback value field and enter the text you want to insert if the dynamic value is not known. 
    5. Click Add
Screenshot showing dynamic values in an automated invoice email in Wix Bookings.
  1. Click Edit next to Timing.
  2. Choose when you want to send the invoice from the Choose a time to send this action drop-down. By default, the invoice is sent immediately after the trigger. However, you can set it to send at a custom time, e.g. "One hour before or after the session starts".
    Tip: The ability to send before a trigger only applies to certain triggers. This works great when clients have paid the deposit for the session online but still need to pay the balance. 
  3. Choose the relevant option from the Limit frequency to drop-down. This can help prevent you from overloading your clients with emails if they book multiple sessions in a 24 hour period, for example.
  4. Click Activate.
Screenshot showing how to set the timing and frequency of automated invoices in Wix bookings.

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