Wix Studio: Creating and Managing Invoices | Help Center

Wix Studio: Creating and Managing Invoices

5 min read

In this article

Creating and sending invoices to clients
Managing your invoices
FAQs

Create, send, and track invoices in Wix Studio to seamlessly manage your clients' payments. Personalize invoices and email them directly to your clients, who can view and pay their invoices conveniently through a custom link.

A screenshot of an invoice that was sent to a client.

Before you begin:

Connect a payment method to enable online payments for invoices. In your Invoices tab, click More Actions at the top right and select Accept Payments.

Creating and sending invoices to clients

Create an invoice and send it to your client. Your clients receive an email with their invoice and a link to complete the payment and you get paid online.

To create an invoice:

Go to CRM & Client Billing in your Wix Studio workspace.
Click the Invoices tab.
Click Create New at the top right.
Tip: Set up recurring invoices to automate payments on a weekly, monthly or yearly basis.
Enter the following details for this invoice:
- Due Date: Specify when the invoice is due to ensure timely payment.
- Customer: Choose a client for this invoice.
- Invoice title: Add a title for this invoice.
Add the products or services for this invoice:
- Product or Service: Select a product or service to add to the invoice.
  Tip: Select + Add New to create a new item. Then enter the details and click Save.
- Quantity: Enter the quantity of the product or service.
- Price: Enter a price for the product or service.
- (Optional) + Add Tax: Add one or two tax rates to the line item.
- (Optional) Write a description: Enter additional details about the product or service.
- (Optional) + Add Line Item: Add additional products or services to your invoice.
- (Optional) + Add Discount: Apply a percentage discount to the total amount.
Enter additional info for the invoice:
- Notes: Enter any notes you'd like your client to be aware of.
- Terms: Enter any terms that apply to this invoice.
Choose what you want to do:
- Preview: View the invoice as your client will see it.
- Save: Click Save & Close to save the invoice and send it later.
- Collect Payment: Charge your client’s credit card or record a payment received for this invoice.
- Send: Click Send Invoice at the top right to review or edit the email content your client will receive with the invoice. Click Send to finalize and send it.

Managing your invoices

Track and manage your invoices with an overview of outstanding, overdue, and paid amounts. Make edits, resend invoices via email, or share them through a unique link. Save time by duplicating an existing invoice when creating a new one. You can also charge a client’s card directly from their invoice, and more.

A screenshot of the Invoices tab in Wix Studio workspace.

To manage your invoices:

Go to CRM & Client Billing in your Wix Studio workspace.
Click the Invoices tab.
Click the More Actions icon next to the invoice.
Select an action (e.g. resend via email or share link, record payment or charge with a credit card, edit or cancel the invoice).