Wix Invoices: Creating an Invoice

6 min read
Simplify your billing with Wix Invoices. Create and send professional invoices, track their statuses and receive payments through your Wix account.

Tailor your invoices to your business needs, including applying discounts, requesting deposits, adding taxes, and more. Once your invoice is ready, send it by email to your client. Your client receives an email you've customized, with a link to view their invoice and make a payment.
This article refers to the Wix Invoices feature. If you are looking for your invoices for payments you made to Wix, click here.
Before you begin:
In order to accept payments from clients in Wix Invoices, you must set up a payment method. 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.

To set up a payment method, go to Invoices in your site's dashboard, click More Actions at the top right and click Accept payments.
A screenshot of an invoice preview.

Creating an invoice

Create an invoice that includes all of the information your client will need to make a payment. If this is your first invoice, start by entering your basic business info. This info will be used across all of your invoices.
As well as creating an invoice from scratch, you can convert price quotes into invoices.

To create an invoice:

  1. Go to Invoices in your site's dashboard.
  2. (First time only) Provide your basic business info, as you want it to appear on your invoices:
    1. Click Get Started and enter:
      • (Optional) Business name: Enter the name of your business.
      • Business email address: Enter your business email address.
      • (Optional) Your logo: Upload your business logo.
    2. Click Add & Continue.
  3. Click Create New at the top right and select Invoice.
    Note: Click Invoice & Order to automatically generate a Wix Stores order when the invoice is paid.
  4. Enter the general details for this invoice:
    • Issue Date: Select the issue date you'd like to include.
    • Due Date: Select the date payment is due by.
    • Customer: Click the drop-down to select a contact from your Contact List.
    • Invoice Title: Enter a title to clearly summarize the reason for payment.
  5. Enter the product/service details for this invoice:
    1. Click the Add an item drop-down and select the relevant product or service.
      Tip: Select + Add New if you need to create an invoice for a new item. Then enter the details and click Save & Add
    2. (Optional) Enter a description in the Write a description field.
    3. (Optional) Click + Add Line Item to add another product or service.
A screenshot of the Add an item drop-down menu.
  1. Enter the cost details for this invoice:
    • Quantity: Enter the quantity of the product or service.
    • Price: Enter the price per unit.
    • (Optional) Click + Add Tax to add tax.
      Note: You can create a new tax rate or add an existing one. 
    • (Optional) Click + Add Discount to apply a percentage discount to the total amount.
    • (Optional) Click + Request Deposit to request a partial payment up front. Learn more about requesting a deposit.
  2. (Optional) Enter any notes or terms you'd like your customer to be aware of in the Notes and Terms fields.
  3. Choose to preview, save or send your invoice:
    • Preview: Click the Preview icon  at the top right to see the invoice your customer will receive.
    • Save: Click Save & Close at the top right to save the invoice to send at a later time.
    • Send: Click Send Invoice at the top right to first review or edit the content of the email your customer will receive. Click Send when you're ready to send.
Edit your general invoice information:
Customize the business details that appear across all of your invoices, such as company ID and currency. You can also add your company logo.
  • You can use Wix Invoices with many Wix apps. Learn more about using Wix Invoices with Wix Stores, Pricing Plans and Wix Events.
  • Use Wix Automations to automate elements of your billing process. For example, you can send automated emails to your clients every time an invoice is sent, paid or overdue.

Creating an invoice in the Wix Owner app

With the Wix Owner app, you can bill your customers on the go. Create, send and keep track of your invoices from your phone.
Some invoice fields (e.g. Invoice title) can only be added from desktop. Invoice Settings can only be accessed from desktop.

To create an invoice in the Wix Owner app:

  1. Go to your site in the Wix Owner app.
  2. Tap Dashboard  at the bottom.
  3. Scroll down to Invoices and tap Manage Invoices.
  4. Tap + Create New.
    Tip: If this is your first invoice, tap Create an Invoice and add your business logo, name, and email address. Then tap Save & Continue
  5. Tap + Add Customer to select a contact or create a new one. 
  6. Tap the Due Date drop-down to select a date the invoice is due. 
  7. Tap + Add Items to select an existing product or service, or create a new one.
  8. (Optional) Tap Add next to Discount (%) to add a discount.
  9. (Optional) Tap Add next to Deposit to request a partial payment up front.
  10. (Optional) Tap Add next to Notes or Terms to enter any notes or terms you'd like your customer to be aware of.
  11. Tap Next at the top right. 
  12. Choose what you want to do and tap your chosen option:
    • Send via email: First review or edit the content of the email your customer will receive. Tap Send when you're ready to send.
    • Share link: Share a direct invoice link via another channel, e.g. SMS.
    • Record Payment: Record that a partial or full payment has been received.
    • Preview: See the invoice your customer will receive.
    • Save and close: Save the invoice to send at a later time.
A screenshot of the Owner app screen you see when you've finished creating your invoice.

Troubleshooting Wix Invoices

If you're having trouble using Wix Invoices, have a look at our solutions below. Click an issue to learn how to resolve it.

Still need help?

If the problem persists, contact us and we will be happy to help.

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. 
Want to learn more?
Check out courses in Wix Learn to learn more about creating price quotes and invoices and using these in your online store.