Learn how to streamline your business finances with Wix's built-in invoicing tools. Follow this step-by-step guide to set up, customize, and send invoices easily.
Managing business finances doesn't have to be complicated. If you're already using Wix for your website, you can create and send professional invoices directly from your dashboard—no third-party software required. Whether you're a freelancer, consultant, or running a small agency, Wix's built-in invoicing suite handles proposals, digital signatures, and automated invoice delivery in one place.
Getting Started with Wix Invoicing
To begin, open your Wix dashboard and click on the Getting Paid section. From here you can see several ways to collect money from clients:
- Request a payment – send a one-time payment request
- Payment link – share a link (for example, a $200 charge) that clients pay via Visa, Mastercard, or PayPal
- Sell in person or on your website – point-of-sale and storefront options
- Proposals and invoices – the focus of this guide
The proposal-to-invoice workflow is particularly powerful: once a client accepts a proposal, Wix automatically converts it into an invoice and sends it on your behalf. No manual step required.
Step 1 – Create a New Proposal
- Inside Getting Paid, click Proposals & Invoices, then Create Proposal.
- Enter a title for the engagement, such as SEO Consultancy or Website Creation.
- Select your client from the contact list. Any contact who submitted a form on your Wix site is already stored in your customer database, so you can select them immediately. You can also add a new contact and fill in their delivery address and phone number later.
- Set an expiration date for the proposal. The default is 30 days after sending, but you can adjust this in Settings.
Step 2 – Add Line Items and Pricing
Wix lets you add catalog items (products you've already set up) or fully custom line items. In the tutorial walkthrough, two items were added as an example:
| Item | Quantity | Price |
|---|---|---|
| SEO Services | 1 | $1,200 |
| Website Creation | 1 | $2,000 |
| Total | $3,200 |
For each line item you can add a short service description so the client knows exactly what is included. You can also configure a service text in Settings that auto-populates across all proposals.
Payment Schedules and Deposits
Wix gives you flexible payment options on the same proposal:
- One-time payment – full amount due on a set date
- Deposit – request a percentage upfront (for example, 20% of $3,200 = $640 deposit before work begins)
- Split payments – divide the total across multiple payment milestones
This flexibility is especially useful for higher-ticket services where clients prefer to pay in stages.
Step 3 – Enable Automated Invoices
Before moving to the design step, toggle on Automated Invoices. With this enabled, the moment a client signs and accepts the proposal, Wix generates the invoice and sends it to them automatically—no action needed on your end.
Step 4 – Choose a Proposal Template
Click Next to reach the template selection screen. Available template categories include:
- Basic proposal
- Branding design
- Inventory management
- E-commerce proposal
The basic template is a solid starting point for most service businesses. Once you pick a template, you enter a drag-and-drop editor where you can add your business name, logo, and contact details. Building blocks available in the editor include text blocks, dividers, forms, galleries, and tables—so you can insert product photos or a pricing table if needed.
The proposal also includes a signature section. It is pre-signed on your side (by your business name), and the client can sign their copy digitally when they view it. This means you don't need DocuSign, HelloSign, or any external e-signature tool.
Step 5 – Preview and Send the Proposal
Click Preview to see exactly what the client will receive. The document shows the proposal title, prepared-for name, your contact details, and all line items. When you're satisfied:
- Click Send Proposal
- Choose to share a direct link or send via email through Wix's interface to the client's saved address
The client receives an email with a button to view and sign the proposal. On the proposal page they can contact you directly or proceed to sign—either by typing their name or drawing a handwritten signature. After signing, they can download a copy of the signed document.
Step 6 – Automated Invoice Delivery
Once the client signs, Wix creates the invoice automatically and sends it to their inbox. In the tutorial walkthrough, the invoice appeared in Gmail almost immediately after the proposal was accepted. The client can then:
- View the invoice online
- Download or print a PDF copy
- Pay directly on your Wix site
If the proposal included a deposit, the invoice will show the deposit amount due first ($640 in the example above), with the remainder payable after delivery.
Managing Payment Fees
Clients paying through the invoice can use credit card or PayPal. However, online card payments carry a transaction fee—noted in the tutorial as approximately 2.99%. On a $3,200 invoice that works out to roughly $96 in fees.
For larger invoices, one practical approach is to add your bank account details directly to the invoice so clients can wire the funds instead. For smaller amounts where the fee is proportionally low, the convenience of online payment is often worth it. You can include both options and let the client decide.
Mobile Invoicing with the Wix Studio App
You're not limited to a desktop. The Wix Studio App lets you manage your website, view proposal status, and send invoices directly from your mobile phone. This is useful for anyone who works on the go or wants real-time notifications when a proposal is signed or a payment is made.
Comparison: Wix Invoicing vs. Standalone Tools
| Feature | Wix Invoicing | Standalone Software |
|---|---|---|
| Setup required | None (built into dashboard) | Separate account and integration |
| Proposal builder | Included with templates | Varies by tool |
| Digital signatures | Built-in | Often a paid add-on |
| Automated invoice on acceptance | Yes | Depends on plan |
| Mobile management | Wix Studio App | Varies |
| Payment processing | Online or bank transfer | Online or bank transfer |
| Transaction fees | ~2.99% for card payments | Varies |
For businesses already on Wix, consolidating proposals and invoices inside the platform eliminates the need to sync data between separate tools and reduces the risk of errors.
Who Is This Feature Best For?
Wix invoicing is a strong fit for:
- Freelancers offering one-off services (design, copywriting, development)
- Consultants who need a clean proposal-to-invoice flow
- Small agencies (e.g., social media marketing or SEO agencies) that send multiple proposals each month
- Anyone already on Wix who wants to avoid paying for a separate invoicing or e-signature tool
If you're building out your broader Wix presence, see the step-by-step guide to creating a Wix eCommerce website or learn how to create a blog with Wix to round out your site's capabilities.
Final Thoughts
Wix's proposal and invoicing system is genuinely useful for service-based businesses already on the platform. The standout feature is the automated workflow: build a proposal, send it, collect a digital signature, and have the invoice delivered without any extra steps. Add in built-in e-signatures, flexible deposit and split-payment options, and mobile management via the Wix Studio App, and you have a capable billing setup that replaces several standalone tools.
If you run a service business—especially an agency or solo consultancy—and you're already using Wix for your site, enabling invoicing costs nothing extra beyond standard payment processing fees and saves meaningful time on every client engagement. For those managing a full online store alongside services, the Wix eCommerce tutorial is a useful next read.
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