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

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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