Bizwazi help topic

Invoices

Guides for creating, sending, filtering, tracking, duplicating, and receiving payments for customer invoices in Bizwazi.

Most useful guides

All Invoices articles

34 articles
How to create an invoice Create a customer invoice, add invoice items and track what the customer owes. Featured guide
Read →
How to record an invoice payment Record money received against an invoice and optionally add that payment to sales. Featured guide
Read →
How invoice balances work Understand invoice total, amount paid and balance due. Featured guide
Read →
What invoice statuses mean Understand common invoice statuses such as draft, unpaid, part-paid, paid, overdue and cancelled. Featured guide
Read →
How partial invoice payments work Record part payments when a customer pays an invoice in stages. Featured guide
Read →
How inventory items on invoices work Understand how invoice line items can be linked to inventory. Featured guide
Read →
What to do if an invoice payment was recorded wrongly Correct invoice payment mistakes from the invoice page. Featured guide
Read →
Why an invoice balance may look wrong Find common reasons why invoice paid amount or balance due does not look correct. Featured guide
Read →
How to add payment instructions to invoices Add clear payment instructions so customers know how to pay. Featured guide
Read →
What the Invoices page is used for Understand what the Invoices page does and how it helps small businesses track customer debts and payments. Featured guide
Read →
How invoice search and filters work Learn how to search and filter invoices by customer, status, payment state, delivery state, and date. Featured guide
Read →
What invoice cards show Understand the invoice cards shown on the Invoices page. Featured guide
Read →
What invoice statuses and payment states mean Understand draft, sent, paid, part-paid, overdue, cancelled, outstanding, unpaid, balance due, and fully paid. Featured guide
Read →
How to create an invoice Step-by-step guide to creating a customer invoice in Bizwazi. Featured guide
Read →
How invoice items work: inventory items and custom services Understand how to add inventory-linked items and custom products or services to invoices. Featured guide
Read →
How to view and manage an invoice Understand the full invoice workspace and the actions available after opening an invoice. Featured guide
Read →
How to send, print, download or share an invoice Learn the difference between Email invoice, Open in WhatsApp, Download PDF, Print view, and Mark as sent. Featured guide
Read →
How invoice payments work Understand how to record full and partial invoice payments. Featured guide
Read →
Should invoice payments be added to Sales? Understand the Also add this payment to sales option. Featured guide
Read →
How invoice balances work Understand subtotal, discount, amount paid, balance due, and total. Featured guide
Read →
Common invoice problems and how to fix them Troubleshoot missing invoices, wrong balances, unpaid invoices, delivery problems, stock issues, and payment mistakes. Featured guide
Read →
How to send an invoice Send or share an invoice with a customer after creating it in Bizwazi.
Read →
How to cancel an invoice Cancel an invoice when it should no longer be active.
Read →
How to print or download an invoice PDF Open, print or download an invoice PDF for a customer or your own records.
Read →
How to follow up unpaid invoices Use Bizwazi invoice balances to see which customers still owe money.
Read →
How invoice numbers work Understand preview invoice numbers and final invoice numbers.
Read →
How invoice discounts and totals work Understand subtotal, discount type, discount value, discount applied, and total.
Read →
How invoice notes, payment instructions and footer work Learn what notes, payment instructions, and invoice footer are used for.
Read →
How invoice delivery tracking works Understand emailed, WhatsApp sent, PDF downloaded, marked sent manually, and last shared.
Read →
How to duplicate an invoice Learn when and why to duplicate an invoice.
Read →
How invoice payment history works Understand payment history, editing payments, deleting payments, and linked sales records.
Read →
How invoice history works Understand the invoice history timeline and what actions it records.
Read →
How invoices help Kenyan small businesses Real-life examples of how invoices help Kenyan shops, salons, freelancers, fundis, mini-marts, and service businesses.
Read →
Best practices for using invoices in Bizwazi Practical tips for keeping invoices, customer debts, payments, and stock records clean.
Read →