How do I create an invoice with wamo?
Creating invoices with wamo is a breeze! Just follow these simple steps in the wamo app:
Head to the Invoices tab and tap New Invoice
Fill in the customer details, or select one from your list of previously-used customer details
Set the issue and due dates for the invoice, select the currency, and add items to the invoice either from your saved inventory or by entering new line items
Want to add a personal touch? You can choose to customize the invoice footer note if desired
Select the payment account to be included in the invoice, review details and tap Send email to shoot that invoice straight into your client’s inbox!
It’s really as simple as that!
How can I view my invoices?
View all draft, completed and pending invoices by navigating to the Invoices tab in the wamo app and selecting View all. Your invoices are categorized into:
Drafts - invoices that are saved but not yet sent
Pending - invoices that have been sent and are awaiting payment
Completed - invoices that have been sent and settled
With everything all in one place, keeping tabs on your invoices has never been easier.
How do I customize the email template for sending invoices?
Want to add a personal touch to the emails you send with your invoices? No problem! Head to the Invoices tab, select Settings and click into Email message. From here, you can edit the email title and body as needed, creating a template that perfectly captures your brand’s voice. Once you’ve saved your changes, all future invoices will be flying your brand’s flag.
Can I add my company logo to the invoice?
Absolutely! Adding your company logo is a great way to give your invoices that professional, branded look. Simply navigate to the Invoices tab, go into Settings and select Invoice details. From there, you can upload your logo file, which will appear on all future invoices.
Can I add my VAT number to the invoice?
Of course! Keeping things above board is important, and including your VAT number on invoices is a must. Here’s how:
Head to the Invoices tab and select Settings
Tap Invoice details, toggle Business is VAT registered and enter your VAT number
All done! Your VAT number will now appear on all invoices moving forward.
How do I add or select a customer for an invoice?
When creating an invoice you can either enter new customer details or select an existing customer from your saved list by tapping Add or select customer. If this is your first time invoicing a customer, just hit the New button, fill in all the required details and save. For returning customers, simply choose them from the dropdown list of saved contacts. Simple!
What are the steps to add items to an invoice?
While you’re creating an invoice, click the Items button to start adding the goods or services you’re billing for. You can browse your saved inventory, or manually enter new items as needed. Don’t forget to specify the quantity, price and add any discounts for each line item. Every detail accounted for? You’re ready to invoice!
How can I manage customer and item information?
Keeping your customer and item details organized and up to date is easy. Head over to the Invoices tab, where you can select Items to edit your saved inventory or add new items. Click Latest customers to update existing customer details and add new clients to your contact list. Organize customers, stay on top of those all-important discounts, get specific with pricing and easily amend items for seamless invoice creation, every time.
How do I set up my payment terms and track payments?
wamo makes it super simple to set up and track payment terms on invoices. When you create a new invoice, you can set the issue date, due date, and specify the payment account - so your clients know exactly what to do and when. Once payments start rolling in, just match pending invoices with the corresponding transaction. Simple, in-app invoicing, plus an easy snapshot or what’s been paid and what’s still outstanding.
Can I cancel an invoice?
Yes! We know that sometimes things change, and you need to cancel a sent invoice. You can cancel pending or completed invoices by navigating to the Invoices tab, selecting View all and choosing the invoice you want to delete. Just click Cancel invoice, and its status will be instantly updated and the invoice voided. If an invoice is already completed and matched to a transaction, be sure to unmatch it first before canceling the invoice. You’ll still be able to see all your canceled invoices in the Completed invoices list.
How do I create a professional invoice design?
Sending professional-looking invoices is simple with wamo. Easily include all the legally required details like VAT number, issue date and due date in the wamo app. You can then add your company logo to increase brand recognition, and add a personalized message to every invoice.
Can my client reply to the email I send?
When you send an invoice from wamo, it’ll be clear that it’s coming from your company. The invoice email says “wamo: [Your company name] via wamo”. If the recipient chooses to reply to this email, their message will go straight to your company email address for streamlined back-and-forth.
What is the due date and issue date?
Your invoice’s due date is the all-important deadline, showing the latest date your client needs to make their payment. The issue date is the date the invoice was originally sent out.
Can I select a past date as the issue date?
Backdating invoices isn’t recommended practice. The issue date should accurately reflect when the invoice was created and sent. However, if there’s a legitimate reason to backdate, like correcting an error or adjusting for a specific scenario, backdating is possible.
What happens if the due date of an invoice passes without payment?
If an invoice remains unsettled after the due date, its status will automatically update to Overdue within the Invoices section of your wamo account. Overdue invoices are clearly displayed, allowing you to quickly identify and follow up on any outstanding payments as needed.
How can I add a discount on items?
If you want to provide your customers with a discount on invoice line items, just click the More options button when you’re adding the item. You’ll be able to specify either a percentage or amount to be discounted per item.
Can I add a payment link to be paid from my customer inside an invoice?
The ability to embed payment links directly within wamo invoices is currently in development. This enhancement, which will allow your customers to seamlessly make in-invoice payments, will be included in an upcoming wamo update. Stay tuned to learn about updates!