Wiplist

Understanding invoice fundamentals with Wiplist.

Introduction to invoices

Step-by-step guide on how to create an invoice.

How to create an invoice

Create an invoice from an estimate

Track invoice statuses to keep your team aligned on progress and payments.

Invoice status options

Reassign an invoice to a different project.

Change an invoice to another project

Create a copy of an invoice

Updating contact details

Preview and send invoices

Invoice a percentage of an estimate

Invoice line items, or parts from an estimate

Deleting an invoice

Saving an invoice template

Loading an invoice template

Submitting an invoice for internal approval

Changing client details on an invoice

Applying a price adjustment to an invoice

Invoices

Find answers and get help from Intercom Support and Community Experts

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