Bizwazi help topic
Invoices
Guides for creating, sending, filtering, tracking, duplicating, and receiving payments for customer invoices in Bizwazi.
Most useful guides
How to create an invoice
Create a customer invoice, add invoice items and track what the customer owes.
FeaturedHow to record an invoice payment
Record money received against an invoice and optionally add that payment to sales.
FeaturedHow invoice balances work
Understand invoice total, amount paid and balance due.
FeaturedWhat invoice statuses mean
Understand common invoice statuses such as draft, unpaid, part-paid, paid, overdue and cancelled.
FeaturedHow partial invoice payments work
Record part payments when a customer pays an invoice in stages.
FeaturedHow inventory items on invoices work
Understand how invoice line items can be linked to inventory.
FeaturedWhat to do if an invoice payment was recorded wrongly
Correct invoice payment mistakes from the invoice page.
FeaturedWhy an invoice balance may look wrong
Find common reasons why invoice paid amount or balance due does not look correct.
FeaturedAll Invoices articles
34 articles
How to create an invoice
Create a customer invoice, add invoice items and track what the customer owes.
Featured guide
Read →
How to record an invoice payment
Record money received against an invoice and optionally add that payment to sales.
Featured guide
Read →
How invoice balances work
Understand invoice total, amount paid and balance due.
Featured guide
Read →
What invoice statuses mean
Understand common invoice statuses such as draft, unpaid, part-paid, paid, overdue and cancelled.
Featured guide
Read →
How partial invoice payments work
Record part payments when a customer pays an invoice in stages.
Featured guide
Read →
How inventory items on invoices work
Understand how invoice line items can be linked to inventory.
Featured guide
Read →
What to do if an invoice payment was recorded wrongly
Correct invoice payment mistakes from the invoice page.
Featured guide
Read →
Why an invoice balance may look wrong
Find common reasons why invoice paid amount or balance due does not look correct.
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How to add payment instructions to invoices
Add clear payment instructions so customers know how to pay.
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What the Invoices page is used for
Understand what the Invoices page does and how it helps small businesses track customer debts and payments.
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How invoice search and filters work
Learn how to search and filter invoices by customer, status, payment state, delivery state, and date.
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What invoice cards show
Understand the invoice cards shown on the Invoices page.
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What invoice statuses and payment states mean
Understand draft, sent, paid, part-paid, overdue, cancelled, outstanding, unpaid, balance due, and fully paid.
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How to create an invoice
Step-by-step guide to creating a customer invoice in Bizwazi.
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How invoice items work: inventory items and custom services
Understand how to add inventory-linked items and custom products or services to invoices.
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How to view and manage an invoice
Understand the full invoice workspace and the actions available after opening an invoice.
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How to send, print, download or share an invoice
Learn the difference between Email invoice, Open in WhatsApp, Download PDF, Print view, and Mark as sent.
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How invoice payments work
Understand how to record full and partial invoice payments.
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Should invoice payments be added to Sales?
Understand the Also add this payment to sales option.
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How invoice balances work
Understand subtotal, discount, amount paid, balance due, and total.
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Common invoice problems and how to fix them
Troubleshoot missing invoices, wrong balances, unpaid invoices, delivery problems, stock issues, and payment mistakes.
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How to send an invoice
Send or share an invoice with a customer after creating it in Bizwazi.
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How to cancel an invoice
Cancel an invoice when it should no longer be active.
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How to print or download an invoice PDF
Open, print or download an invoice PDF for a customer or your own records.
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How to follow up unpaid invoices
Use Bizwazi invoice balances to see which customers still owe money.
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How invoice numbers work
Understand preview invoice numbers and final invoice numbers.
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How invoice discounts and totals work
Understand subtotal, discount type, discount value, discount applied, and total.
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How invoice notes, payment instructions and footer work
Learn what notes, payment instructions, and invoice footer are used for.
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How invoice delivery tracking works
Understand emailed, WhatsApp sent, PDF downloaded, marked sent manually, and last shared.
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How to duplicate an invoice
Learn when and why to duplicate an invoice.
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How invoice payment history works
Understand payment history, editing payments, deleting payments, and linked sales records.
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How invoice history works
Understand the invoice history timeline and what actions it records.
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How invoices help Kenyan small businesses
Real-life examples of how invoices help Kenyan shops, salons, freelancers, fundis, mini-marts, and service businesses.
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Best practices for using invoices in Bizwazi
Practical tips for keeping invoices, customer debts, payments, and stock records clean.
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