Invoices Page

On the Invoices page, you can create an invoice, track the status of an invoice, edit and delete invoices, schedule and unschedule an invoice, manually mark invoices as paid, filter to find and reference an invoice as needed, and manage your invoice data/earnings through the data charts.

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: If your preferred payment platform has processing fees, you can pass the payment processing fees to your client by adding them to the fees section of your invoice. This will automatically update the total cost of the invoice.

At the bottom of the invoice, you'll see which payment methods you have enabled for your client to pay with. You can activate or deactivate these payment methods for your invoice on every invoice so provide your client with flexibility of how to pay you. Check out our Help Center article on how to add your payment methods HERE.

Select to preview the invoice. If all looks good, select Send Now, copy the share link, or send a test email to yourself.

** Note: once an invoice has been sent to your client, you will not be able to make any changes to it.

Sorting Invoices

You can sort your invoices directly on the Invoices page. The sortable columns include:

To sort, simply click on the column header. The column currently being sorted will be bolded, and an arrow will indicate the sort direction. The sort indicator next to each column helps you see how your invoices are currently organized.

For Wethos Pro ⚡️ users, managing your invoices is made simpler with hover states that display quick actions for each invoice. When you hover over an invoice on the table, additional quick action options will now appear on the right side of the row. These actions help you manage your invoices more efficiently:

You can now download your invoice table data as a CSV file. This feature allows you to easily export and analyze your invoices.

To download a CSV of your invoice data:

Track the status of your invoices on the Invoices page and filter them depending on what type of invoices you are looking for - paid, sent, overdue, or draft invoices.

Keep in mind that you will need to mark your invoice as paid manually by selecting "Mark as Paid". Check out our step-by-step guide on marking your invoice as paid here.

Delete or edit an invoice by selecting the three buttons to the right of the project name. You will also have the option to duplicate any invoice as long as they are not part of a payment schedule or deposit.

Select "Download PDF" to download a copy of the invoice to have for your records or to send to your clients.

Don’t forget to keep track of when you’ve been paid and through where. Once your invoice has been paid by your client, select the "Mark as Paid" on the ellipses options and manually mark your invoice as paid. Check out our step-by-step guide on marking your invoice as paid here.

There are three places where you can mark your invoice as paid:

If you have a scheduled invoice that you no longer wish to send out, you can unschedule the invoice by selecting the three dots next to the total amount of the invoice. Select Unschedule and your invoice will go back to draft. You can then choose to delete it, schedule it on a different day, or send it immediately.

Payment schedule invoices will be automatically generated when you toggle the “Payment Schedule” option within your proposal. Any changes you make to this section will automatically update your invoices. Your invoices 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 and all other invoices will be sent on the scheduled dates.

**Tip: if you decide that you would like to delete these invoices, you’ll be able to do so only if the invoices have not been paid yet. Simply navigate to your project and toggle the Payment Schedule option off within your proposal builder. You can also delete them directly from the invoice page. Remember any changes you make on the invoice page will automatically be updated on the proposal.

You can find your Payment Schedule invoice within your project’s invoice page or in the invoices section of your Wethos Account.

You can learn more about including a payment schedule in your proposal and its invoice in our detailed Help Center article here.

IMPORTANT NOTICE: On May 14th, 2024 all Wethos Payments Accounts will be closed as we are transitioning to a new form of payment acceptance for your invoices. Once closed features such as debit cards, account statements, account transfers, and account and routing numbers will no longer be available. On May 14th, the Payments Tab will also no longer be available. Please download your account statements or CSVs before this date and make any withdrawals of the funds in your account. If there are any funds left in the account, they will be mailed to you within 30-60 days of account closure. You can learn more about this in our featured Help Center article HERE. If you still need your account statements after the closure, you’ll need to reach out to Blue Ridge Bank directly.

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