How to create and send an invoice

Step by step

How to create and send an invoice in Wink You, step by step.

1. 1

   From your dashboard, open the menu on the left, and choose Wink Accounting.

2. 2

   Under Sales, choose Invoices, then click Create Invoice.

3. 3

   Choose your business customer. Their payment terms and due date fill in.

4. 4

   Choose the account, like Catering Revenue, describe the work, and enter the price.

5. 5

   VAT is added for you. Check the total, and click Create Draft.

6. 6

   Open the invoice's actions menu, and click Mark as sent.

7. 7

   Share link on WhatsApp sends your customer a link to view the invoice.

8. 8

   When your customer pays, click Record payment, and choose how they paid.

9. 9

   Click Record payment. The invoice now shows as Paid.