Rather than navigating to the Invoices section separately, you can view all invoices for a specific customer directly from their profile — keeping everything related to that customer in one place.
How to Access
Click Customers in the left sidebar.
Open the customer profile.
Click the Invoices tab.
What the Invoices Tab Shows
Every invoice associated with this customer is listed here, including:
Invoice Number
Date Issued
Due Date
Amount
Status — Draft, Unpaid, Paid, Partially Paid, or Overdue
Opening an Invoice
Click on any invoice to open the full invoice detail — where you can view line items, record a payment, send a reminder, or issue a refund.
Filtering the Invoice List
Use the status filter on the Invoices tab to show only specific invoice statuses — for example, viewing only Unpaid or Overdue invoices for this customer to prioritize collection.
Creating a New Invoice for This Customer
To send a new invoice to this customer, just click on the blue Create Invoice button available in the Invoice Tab.
Need Help?
Email: [email protected]
Phone: 844-949-6424 (844-WIZ-niche)
Live Chat: Click the blue WIZchat Messenger icon in the bottom corner of your screen.