On the Invoices page, you can create an invoice, track the status of an invoice, edit and delete invoices (if they have not been sent to your client yet), schedule and unschedule an invoice, and filter to find and reference an invoice as needed.
Note: Wethos Starter 🌱 users will only be able create invoices tied to their first project and will not have access to other invoicing features like scheduling and reminders.
Upgrade to Wethos Pro ⚡️to unlock unlimited access to invoicing, including sending invoices not tied to projects, sending invoice reminders, scheduling invoices and lower transaction fees for invoices paid through the platform.
To learn more about the different options that Wethos Pro ⚡️ has to offer compared to Wethos Starter 🌱 check out our Help Center Article here.
Create an invoice from the Invoices page by selecting "Create invoice" on the top right corner of the screen.
You may also utilize the "Create" button on any page and select "New Invoice" to create an invoice.
You'll be prompted to select which projects you want to invoice for. Feel free to search for a project using the search bar or type the name of a new project to create a new one.
Select services from your scope, add custom line items, any expenses or fees, your client's billing details, and a note if you like. Select Save for later at any time to save the invoice as a draft to return to at any time. Check out this article for more information on how to schedule an invoice.
***Tip: pass the payment processing fees to your client by selecting Client pays the processing fees. This will automatically update the total cost of the invoice once your client selects which form of payment they'd prefer to use.
Wethos Starter 🌱 users will have a 1.5% processing fee on all ACH transactions and a 2.9% + $0.30 fee on all card payments for invoices paid through the platform.
Wethos Pro ⚡ ️ members will have a 1% processing fee on all ACH transactions and a 2.9% + $0.30 fee on all card payments for invoices paid through the platform.
At the bottom of the invoice, you'll see which payment methods you have enabled for your client to pay with.
Select to preview the invoice. If all looks good, select to send now, copy share link, or send test email to self.
** Note: once an invoice has been sent to your client, you will not be able to make any changes to it.
Track the status of your invoices on the Invoices page - filter for Paid, Sent, Overdue, or Draft invoices.
Delete or edit an invoice by selecting the three buttons to the right of the project name.
Select Schedule to schedule the invoice to send at a later date.
Select Download PDF to download the PDF of the invoice. Select Record a Payment to mark an invoice as paid.
Unschedule a scheduled invoice by selecting the three dots next to the amount of a scheduled invoice. Select Unschedule.
Deposit invoices will be automatically generated when you toggle the deposits option on within your proposal.
**Tip: if you decide that you would like to delete this invoice, you’ll be able to do so only if the invoice is still in a draft state. Simply navigate to your project and toggle the Deposit option off within your proposal builder.
Your invoice will remain in a draft stage until your client signs and accepts your proposal. Once your client has signed your proposal, this deposit invoice will automatically be sent to them.
You can find your deposit invoice within your project’s invoice page or in the invoices section of your Wethos Account.
You can learn more about including a deposit in your proposal and its invoice in our detailed Help Center article here.
Still have questions? We're happy to help!
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