Create a Seamless eSign Mail Format for Sending Invoice to Client

ESign mail format for sending invoice to client

okay in this video we're going to look at invoicing in wix and before we do it's important to know what we mean by invoicing and why it's really useful to have it in wix so the ultimate thing for you in your business to make it as streamlined as possible is clients booking making their payments online checking out so that you've got the money in the bank before they even have their session that it's all automated and Wix will do that whole invoicing process for you automatically so to get into invoicing you from your home screen you go down to billing and payments and then invoices and any invoices that you've got on the system that have been automatically generated so that's because the client's been online and has checked out and paid will automatically appear in this list here and that means that the clients paid they've got their receipt they've got their invoice and you haven't got to touch it or do anything with it and you can then link that with QuickBooks to automatically do your accounts for you now if there's a problem with a customer invoice that they've paid online you can click on the three little dots and you can resend it so if they say can you send me a copy of the invoice or as a receipt you can either download it and send it or resend via email job done so you want to get to a point where 99 of your invoicing is done automatically because the client's just booked and checked out there will however be times when you want to invoice for something specific so it might be a one-off service something you've sold something that's not available on your website and if you invoice from within Wix the main advantages it keeps your invoicing nice and smooth all in one system it will automatically connect with QuickBooks for doing your accounting because your invoicing just from one system the invoices we tied to the client's record and file so again it's all in one system and it just makes it easy for you so let's say that we want to create a new invoice okay click on create new up here and we can say that we want to create an invoice or we want to create a invoice and an order so differences invoice it will send the bill straight away to the client invoice and order is that it will generate an order and then once the order is paid it will create the invoice for most things you just want to do an invoice straight away so click on create new and then invoice and remember you don't have to do this for appointments which are booked on the system because it the system will automatically do that for you this is just for one-off things that you want to build separately so it'll bring up an invoice screen you can change the issue date and the date the payments due and then here you choose your customer so you type in your customer and it will look it up in your database for you it's got their email and it's got their phone number you can edit that information if you want to you can give your invoice the title so the customer knows what it's for and then you've got a couple of boxes here so the first one is if it's a item that's set up in your website you can choose it from there but if it's not if it's a completely new item or something that's just random that you're billing for you can put the test item and then from here you can just put add any give it a name give it a price okay and then quantity could adjust all of these you can put a discount on it and then you've got an option here to request to deposit or just request that they pay the full balance here you can put any notes in that you want so you can put thank you for new business and any tabs you want to put in here as well you can add in so what will happen is once you have done you've got option to save and close it so it just saves on your system an option to collect payment so if they've already paid you via bank transfer or cash you can record payment there and then but if it's still outstanding they've got to pay you you click on send invoice it will bring up a email template that you can edit so you can put in your own message there it's going to attach the invoice with it and then you click Send and it'll say invoice sent successfully now that customer then is going to get that invoice emailed to them straight away requesting payment it'll give them a link to pay and settle the invoice and once it's paid you'll get a notification and then the status here will change now say that customer actually paid you in cash so they said right yeah I've got your invoice and I'm paying your cash or doing it bank transfer you click on the three little dots and you click record payment and then you can say how they paid how did you get paid test purchase okay or whether it was Cash whatever it was and you click record payment and then that sorted then within your your system you can resend an invoice you can void an invoice anything you can do on any other invoicing system you've got there and it keeps it all in one platform and system and it makes it really easy for your clients as well because they can pay just by clicking the link another real benefit of using Wix is as International so if you're dealing with clients from overseas and they want to do it via bank transfer Etc it can get blocked by your bank because you're they're getting transactions from overseas and this class is high risk so instead invoicing through Wix and send them a payment link to do it by card means that it's all going to go into your your Wix account pot to go into your bank and it'll be accepted from anywhere in the world if there is reoccurring invoices so invoices that you build to clients every month you can go to reoccurring invoices down here and then you can set up a payment which goes out every week month or year and keep track of it there but that's the topic for another video but if you are sending the same invoice every month or week or year in and out then reoccurring invoices is a better option but for now have fun with invoices it makes it so much simpler for your customer so much simpler for you and it links with QuickBooks so when you grow and scale your accounts are just done for you because it's got all the information from wix that's it for today