Best practices for using invoices in Bizwazi

Good invoice habits make Bizwazi more useful. The goal is to keep customer debts clear, payment records accurate, and stock and sales records consistent.

Before creating an invoice

• Check whether the customer already exists.
• Check that the customer phone number and email are correct.
• Check whether the item should be linked to inventory or entered as a custom service.
• Check prices before saving.
• Add a due date if payment is expected later.

Before sending an invoice

• Check the customer name.
• Check item descriptions.
• Check quantity and unit price.
• Check discount.
• Check payment instructions.
• Check business details shown on the invoice.

When recording payments

• Record payment as soon as the customer pays.
• Use the correct payment method and account.
• Add M-PESA or bank reference where possible.
• Use notes for unusual payment arrangements.
• Only add the payment to Sales if that matches your workflow.

Weekly review

• Filter unpaid and part-paid invoices.
• Check overdue invoices.
• Follow up customers with balances due.
• Download or print records if needed.
• Compare invoice payments with Sales and Accounts where appropriate.