Getting started with WhizInvoice

Setting up goes quickest with a few details at hand. None of them are needed to create the account, so you can add any of them later.

• Your business name as customers know it, and your legal name if it is different.
• Your tax number, such as an ABN, GST number, VAT number, GSTIN or TRN, if you are registered.
• Your logo as a PNG, JPG or WebP file of up to 1 MB.
• The bank details or payment link your customers will use to pay you.
• The services you sell most and what you charge for them.
• An administrator login for your WordPress site, if you want website enquiries to arrive by themselves.

The country you chose at sign up fills in your currency, tax name and rate, tax number label, invoice title, date format and paper size. Ready made settings cover Australia, New Zealand, the United Kingdom, Ireland, the United States, Canada, India, Singapore, South Africa and the United Arab Emirates. For any other country you enter the same settings yourself.

Open Settings, then Country and tax, to check them. Two switches matter most. If you are not registered for GST, VAT or sales tax yet, switch tax registration off, and your documents are titled Invoice with no tax added. If the prices you quote already include tax, switch on prices including tax, and WhizInvoice works the tax out of each total instead of adding it on top.

Each country page explains the local rules in more detail, for example Australia, the United Kingdom and the United States. A few countries require some or all business invoices to go through a government e-invoicing system, and the country pages say where WhizInvoice cannot do that for you.

In Settings, Business profile, add your business name, legal name, tax number, address, email, phone and website, then upload your logo. These print at the top of every quote and invoice, so check the spelling of your legal name and tax number carefully.

Your invoices go out under your business name from our verified sending address, and replies come back to the email address you enter here. There is nothing else to set up for sending.

In Settings, Bank and payments, add whichever of these your customers use: PayID, BSB and account number, sort code, IBAN and BIC, or written payment instructions for anything else, such as a routing number, UPI ID or PayNow UEN. You can also paste a link to your own Stripe, PayPal or Square checkout for card payments.

Whatever you add prints in a How to pay box on every invoice, with the invoice number as the payment reference. Payments always go straight to you. WhizInvoice never holds your money.

Add the services you sell most to your Price list, with a price and a unit such as per hour, per visit or per room. When you build an invoice they are a tap away, and the totals and tax work themselves out.

Then make three quick choices. In Designs, pick a layout and your brand colour; every design is included on every plan. In Numbers and terms, set your invoice number prefix, your usual payment terms in days, how long quotes stay valid and your standard deposit. In Emails and reminders, decide when polite reminders go out, whether they skip weekends, the hours they are sent in, and whether customers get a receipt once they have paid.

If your website runs on WordPress, open Websites, add the site and copy its connection code, then install the small WhizInvoice plugin and paste the code. From then on every form entry lands in your Enquiries list within seconds. Our step by step guide, Connect your WordPress site, covers it in detail.

The Free plan connects one website, Solo 15, Business 40 and Multi brand 100. If your site is not on WordPress, forward its form emails to your private WhizInvoice address on Solo and up, and they arrive as enquiries. On every plan you can add calls and walk ins with Quick add.

Press send and your customer receives an email from your business name with the PDF invoice attached and a link to view it online. You can see when the email is delivered and when it is opened, and if it bounces you know straight away.

Reminders then run on the schedule you chose and stop the moment the invoice is marked paid. When money arrives, record the payment against the invoice; part payments are fine, and the invoice shows the balance still due. Regular customers, such as property managers, can get a statement of everything they owe on Solo and above. On Solo and up, customers can tap I’ve paid, you can upload your bank statement file to match payments, and your own Stripe Payment Link can mark invoices paid by itself.

The Free plan gives you unlimited invoices and customers, enquiries from one website, every invoice design, automatic reminders and opened and paid tracking. Paid plans add more websites, removal of the small Sent with WhizInvoice note, quotes with online accept, deposits, recurring invoices, statements, team members with their own roles and reports for your accountant.

Solo is $4.99 a month or $49 a year, Business $9.99 or $99, and Multi brand $19.99 or $199, in US dollars. Yearly plans take 70% off your first year. Rather than a trial period, every paid plan has a 30 day money back guarantee, and upgrading never changes your data. Compare them on our pricing section.