Viewing Invoices

If you need to enter a payment for an invoice, click on “Invoices” on the left side menu, then click “View Invoices” and click on the action menu to the right of the invoice you want to pay and choose Enter Payment.

You will enter payment details such as amount, date, payment type and bank account the payment will be applied to. You can also enter the reference number, such as check number, and notes.

Run Credit Card

If you need to swipe a credit card, Service Wiz has a built in POS interface. Just go to your dashboard and click the Run Credit Card button. Enter the invoice number and click Proceed.

There is also a Run Credit Card button in the top right of the payment entry form mentioned above.

Both of these methods will take you to the POS screen shown below where you can swipe the customers card (or enter numbers manually). And click proceed

To edit aa invoice, click on “Invoices” on the left side menu, then click “View Invoices”. Next click on the action menu to the right of the invoice you want to edit. This will show you a popup of actions, click Edit Invoice.

To create an invoice you can click on the “Create Invoice” button at the top of your dashboard or click on “Invoices” on the left side menu, then click “Create Invoice”.

Complete all the required data related to the Invoice. Once you have completed the form click “Save Changes”.

To view your invoices, click on “Invoices” on the left side menu, then click “View Invoices”. The invoices are ordered by the due date in descending order, so newest invoices will be displayed at the top. You can resort the list by clicking the headers, it will initial sort in ascending order, by clicking the header again it will order in descending order.

Filtering Invoices

You can filter the invoices by date by clicking the “Choose Date Range” link in the top left section of the invoices list. This will filter the invoices by due date.

You may also filter invoices by status by clicking the Filter By: Status drop down, or you can search invoices by entering a search term and clicking the enter key.