UnitWise Spotlight｜Using the UnitWise Invoice Feature

Leave the credit card imprinters at home, and set up a payment plan for your customers, today! Since we’re flying through the holiday season, there isn’t a better time to learn about how UnitWise can help you. For this week’s UnitWise Spotlight, we’ll be talking all about the invoice feature.

The UnitWise invoice feature comes in handy when your customers have ordered products but haven’t paid the full amount for them yet. With the invoice option, you can keep track of payments, set up payment plans, and schedule due dates.

To make it easier, if you are a member of our Consultant Complete and Director Complete membership, your customers can easily log on to the UW Payment Hub available through your UnitWise website to make a payment.

It’s just another way UnitWise is working for you. So let’s not wait anymore—here it is, your UnitWise Spotlight of the week: the Invoice Feature.

The Invoice Feature

To start using the invoice feature, click on the “Customer” tab located on the menu bar at the top of the screen in your UnitWise dashboard. From keeping track of your payments to issuing due date reminders, the invoice feature can make life a little easier.

From there, select the “Invoices” icon along the top menu bar.

A record of your customers’ invoices will appear: history, voided, partially paid, and fully paid. To create a new invoice, click on the “Create Invoice” tab located on the right side of your screen.

   

From here, you’ll be able to search for or enter in the customer’s name, the due date, the products purchased, and the appropriate payment information. In the same window, you can even view a customer’s product history by clicking on the green “H.” The best part is you can even save, email, or print the invoice so that your customer can have a copy.

So what are you waiting for? Get back out there, sell products, and send invoices! As the holiday season continues to creep up, remember that the UnitWise Heroes are here to help. Give us a call at 704.234.6006, chat with us online, or send us an email at heroes@unitwise.com.