Wix Invoices: Creating Automations
2 min read
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.
To create a new automation:
- Go to your Automations Dashboard.
- Click + New Automation.
- Click + Start from Scratch.
- Click the title to give your automation a name.
- Set up the trigger:
- Select Invoices under Trigger.
- Select the checkbox next to the relevant trigger:
- When the invoice is overdue.
- When the invoice is paid.
- When the invoice is sent.
- When a recurring payment starts.
- When a recurring payment is canceled.
- Click the Limit frequency to drop-down to set trigger frequency:
- Don't limit (trigger every time): Your action will take place every time it is triggered by a visitor.
- Once per contact: Your action will take place only once per contact.
- Once per contact every 24hrs: Your action will take place only once per contact in any 24hr period.
- Choose the relevant action (see examples below):
- Send email to visitors: Email the relevant customer. You can customize this email, including editing your sender details and personalizing the email with dynamic values.
- Create a task: Add a task and assign it to yourself or your team. You can access it later in Tasks & Reminders.
- Move card a workflow card: Move the contact's card to a different step (column) in your workflow.
- Click Activate at the top right to save your automation.