The "All Invoices" section provides a comprehensive platform for managing all invoices generated for your business. Here, you can view the current status of all invoices, including those in draft, due, received, and overdue categories. The interface allows you to create new invoices, modify existing ones, and perform actions such as editing, copying links, downloading, or even converting them to templates for future use. Each invoice entry displays essential details such as the invoice number, customer name, issue date, amount, and status, ensuring you have all necessary information at a glance.

Copy Link

When clicking on “Copy Link”, by navigating to the three dot icon of desired Invoice, and pasting it into a browser you will see what your customers will see. In the process of creating an invoice you specify which contact it is for and the Contact will then receive an email with the Invoice Link to pay their bills directly. 

You can specify you payment options such as Card, Sepa, Google Pay and more in your Payment Providers Settings.

As you could have seen in the top image of the Invoice you have the option to download your Invoices to pay them later - click on the link in the PDF, which will lead to the Link/Website with your invoice from before.

Under the "Recurring Invoices" sub-tab, businesses can automate their billing process by setting up invoices to be sent automatically at scheduled intervals. This feature is ideal for subscriptions or contracted services where regular billing is required. Users can specify the frequency, amount, and the customer for each recurring invoice, with options to view, edit, or cancel these as needed.

The "Templates" section offers functionality for creating and managing standard templates for invoices and estimates. This ensures consistency and efficiency in how financial documents are prepared and sent to clients. Templates can be customized to include business details, customer information, products or services provided, prices, taxes, and terms and conditions. The ability to use templates for one-time or recurring use simplifies the workflow significantly.

Use One Time

When in the Invoices Tab of the Templates section you can select a Template you want and Use it to create an One Time Payment Invoice by clicking on the button “Use One Time” in the three dot icon options. Edit the Invoice for any specific needs for the specific contact, select the contact you want to create an Invoice for and send it.

Use Recurring

When in the Invoices Tab of the Templates section you can select a Template you want and Use it to create an Recurring Payment Invoice by clicking on the button “Use Recurring” in the three dot icon options. Edit the Invoice for any specific needs for the specific contact, select the contact you want to create an Invoice for, set the Intervall a new Invoice should be created and schedule it to send it recurringly.

It is basically the same for the Estimate templates, you can edit, clone delete them and of course use a Estimate Template to create an Estimate for a customer of yours.

Use Template

By clicking on “Use Template” you will be transferred to the Estimate Builder, here you can customize and edit the Estimate template to your customers specific needs and then send it to him.

Create Invoice Template

The Invoice Template Builder in Wind Solutions offers a detailed and customizable template creation process for invoices. This feature allows businesses to standardize their invoicing format, which simplifies the billing process. Users can input business and customer information, add products or services from their catalog or input new items, and adjust pricing, taxes, and quantities. Each entry can be further detailed with descriptions for clarity.

• Business & Customer Information: This section collects essential information about your business and the customer to whom the invoice will be issued, ensuring all transactions are accurately documented.
• Add Products: Users can add items from their inventory with the option to adjust quantities and taxes applied. This flexibility ensures that each invoice can be tailored to specific transactions.
• Subtotal Calculation: Automatically calculates totals based on items listed, discounts, and applicable taxes, providing clear financial breakdowns.
• Additional Options: Includes customizable fields for terms and conditions, and the ability to add attachments, which can be essential for contracts or detailed project descriptions.
• Preview and Save: A real-time preview of the invoice is shown adjacent to the input areas, allowing users to see how the final document will appear to the recipient. This helps in making instant adjustments before finalizing the template.

Create Estimate Template

Similarly, the Estimate Template Builder facilitates creating detailed estimates that can be automatically converted into invoices upon approval. This tool is particularly useful for service-based businesses that need to provide cost projections before commencing work.

• Business & Customer Information: Captures all relevant business and client information to personalize the estimate.
• Add Products: Products or services intended for the estimate are added here. Each line item can include a detailed description, helping clarify what the client is being charged for.
• Subtotal Calculation: Automatically aggregates the total estimated cost, inclusive of discounts and taxes, ensuring transparency in cost estimations.
• Additional Options: Allows for the inclusion of terms and conditions and the option to attach files, which is beneficial for detailed project proposals or when additional documentation is required.
• Preview and Save: Offers a preview of the estimate, enabling users to review and make any necessary modifications to ensure accuracy and completeness before sending it to the client.

The Estimates interface in Wind Solutions allows for comprehensive management of all business estimates. This section displays estimates in various statuses such as Draft, Sent, Accepted, Declined, and Invoiced, facilitating efficient tracking and management. Users can create new estimates or use predefined templates to streamline the process. The interface also provides options for copying, viewing, or deleting estimates directly, enhancing operational efficiency.

Copy Link

When clicking on “Copy link” of the desired Estimate you can see what your customer will see or you can also directly share the link with your customers.

Customers receive estimates with an option to accept or decline (upper right corner). If declined, customers can specify reasons, providing valuable feedback for future adjustments. Upon acceptance, estimates can be converted into invoices, streamlining the billing process. This feature underscores the integrated and client-friendly approach of Wind Solutions, fostering smoother transactions and enhanced communication between the business and its clients.

Depending on your settings of the Estimate the Estimate will convert into a Invoice after accepting the estimate and the customer can directly pay the invoice.

Create Estimate

Creating an estimate involves inputting detailed information including business and customer details, which ensures personalized and accurate estimates. Users can add products or services with specified prices, quantities, and taxes. This part of the interface allows for adjustments to each item, ensuring each estimate is tailored to the specific needs of the customer.

• Add Products: Add items from the product catalog or new entries, adjusting details like quantity and tax as required for precise estimations.
• Subtotal and Total Calculations: Automatically calculate the subtotal, apply any discounts or taxes, and present the total amount due, providing clear and transparent financial information to the customer.
• Expiry Date: Specify how long the Estimate is available for your customers to accespt.
• Terms and Conditions: Customize terms specific to the estimate, ensuring all necessary contractual terms are included.
• Attachments: Attach relevant documents or additional information needed for the estimate approval process.
• Send Estimate: Offers flexibility in how the estimate is sent to the client, whether through email, text, or both, ensuring the estimate reaches the client in the most convenient format.

Send the created Estimate to your customer via email/sms and select Live or Test Mode of Payment.

This section allows users to update and manage core business information which includes business name, contact details, and address. This data is integral as it appears on all communications and documents generated through Wind Solutions Payments/Invoice&Estimate Feature. Here, users can also manage their business logo, ensuring brand consistency across all business materials.

• Business Name and Contact Information: Input or update your business's official name, phone number, and address. This information is crucial as it identifies the business in transactions and legal documents.
• Business Logo: Upload or update the business logo. This visual element helps reinforce brand identity on invoices, estimates, and other business documents.
• Add custom values: Customize the Information in your Documents by adding custom values.

Email configurations are critical for establishing how the business communicates with its clients electronically. This setting allows the customization of the sender's name and email address for outgoing communications, ensuring that all emails appear professional and consistent with the business’s branding.

• From Name and From Email: Customize the sender's name and email address that clients will see in their inbox. This can help increase open rates and enhance the recipient's trust in the communication.

Customizing titles and terms for estimates and invoices allows businesses to tailor the content to their operational practices and legal requirements.

• Estimate and Invoice Title and Terms: Set default titles and include specific terms and conditions that apply to business transactions. These terms can be crucial for protecting the business legally and clarifying the agreement for the client.

Configuring payment settings is crucial for smoothing the transaction process. This includes settings for payment terms, types of acceptable payments, and managing late fees and tips.

• Payment Terms: Define standard payment terms for invoices and estimates, such as due dates and preferred payment methods.
• Late Fees and Partial Payments: Set policies for late payments, including whether to charge a flat fee or a percentage and allow partial payments to provide flexibility to your clients.
• Tip Settings: Enable the option for clients to leave a tip, which can be particularly useful for service-oriented businesses.

Product settings help streamline the inclusion of products in documents by enabling automatic import of product descriptions. 

• Product Descriptions: Choose whether to automatically import product descriptions to invoices and estimates.

Reminder settings are essential for automating communication with clients regarding unpaid invoices or upcoming payments.

• Invoice Reminders: Configure reminders for unpaid invoices to help manage receivables more effectively.
• Customize Email Templates: Customize your Email Templates to create a brand identity.
• Add another reminder: You have the option to create multiple reminders here

Add custom fields to business documents for additional information specific to the business or industry.

Set up and customize notifications for various client interactions, such as invoice receipt, estimate approvals, or payment confirmations. The Notification Settings are splitted up in “Customer” and "Team" Notification - customize each email templates and more.

Customer Notifications

Team Notifications

Monitor the status of each document, track modifications, and view detailed histories including actions taken by different team members or clients.

Options to start new documents from scratch, upload existing PDFs for modification, or use pre-designed templates to ensure consistency and efficiency in document creation.

In this example we are using a Invoice PDF File we previously created in the “Invoices & Estimates” Section of this article.

Here we can add multiple Recipients which need to sign this Document, you even have the option to set a signing order.

Either share the document via links or send via email. You again can customize the Email Template.

Settings

Customer Notifications

Configure automatic notifications to inform customers about received, signed, or declined documents. Customize the sender details and decide whether notifications should be sent via email or SMS.

 

 

Team Notifications

Set up notifications for your team to keep them informed about critical actions like document approvals or rejections, ensuring everyone is up-to-date with the workflow.

 

 

Product Invoicing

Directly manage invoicing for products mentioned in documents, allowing for immediate or post-completion invoicing based on the setup. Integrate payment solutions to collect payments upon signing documents, streamlining the process from agreement to payment.

 

 

 

 

Templates Tab

This section displays the "Documents & Contracts Templates" area where users can create and manage templates for various business documents and contracts. It provides a streamlined way to ensure consistency across business communications. Users can interact with existing templates—viewing, sharing, deleting, or using them as needed. The interface shows template names, status, and the option to create a new template, exemplifying an efficient management system.

Public Documents Tab

The "Public Documents" tab allows users to manage and distribute documents that are intended for public access. It features an interface where users can easily generate and share public links for documents, enabling broad dissemination with minimal effort. The functionality to unpublish or manage these documents further enhances control over document accessibility.

View the Responses for public Documents and View detailed history for each customer who signed.

This following visualization offers a detailed history of interactions with a specific document. It shows a timeline of actions such as when the document was signed, viewed, sent, and updated. This feature is crucial for tracking engagement and compliance, providing clear accountability and record-keeping for business documentation.

Create New Template

In the "Create New Template" section, users can craft new templates from scratch, upload PDFs to convert into templates, or modify existing ones. It features a user-friendly interface with drag-and-drop elements like text fields, images, and signature boxes, allowing for customized document creation that meets specific business needs.

Upload a PDF

This functionality allows users to upload a PDF file to be used as a template or a part of a document system. It supports a straightforward upload process, indicating progress and seamlessly integrating the PDF into the user's document structure.

Create Public Document

This part of the interface facilitates the creation of public documents. Users can add various elements to the document, set up fields for signatures, and directly publish it online. This tool is designed to simplify the process of creating publicly accessible documents that are professional and customizable.

The "Products" page serves as a centralized hub for creating and managing the various products offered by your business. It allows for straightforward product management including adding new products, editing existing ones, and setting options like pricing, variants, and visibility. These Products can later be used for creating Invoices or use in ecommerce stores.

The image displays a list of products including items like roses, sunflowers, and several book editions. Each product listing includes a thumbnail image, product name, price, and actions such as edit and delete. The interface provides an easy navigation system, enhancing product management efficiency.

Create a Product

This section is dedicated to adding a new product to your inventory. It includes fields for product title, description, and media upload, ensuring detailed product presentation. Options like visibility duration, pricing models, and inventory tracking can be configured here to match business operations. The setup screen for a new product showcases various fields to be filled in, such as price type, comparison price, and inventory details. Advanced settings like SEO (Search Engine Optimization) listings and additional information like product ID and integration details highlight the comprehensive nature of the product setup.

After creating or saving a product, additional information related to your product will be available. If you leave the search engine listing handle empty, one will be automatically generated. Depending on the payment provider or integration you use with Wind Solutions, you will also see the product ID as generated by that system. Wind Solutions does not function as a payment provider but enhances the user experience by integrating with multiple systems, thereby streamlining the process through a single platform.

As you can see here are the Products we just created in Wind Solutions also available in Stripe as we are using in this example.

Import from Stripe

This functionality facilitates bulk operations, like importing products from Stripe or via CSV files. It simplifies product management by allowing mass updates and ensuring all products are aligned with external systems, thereby maintaining consistency across platforms.

Import as CSV

Using the button “Import as CSV” you can import a bulk of Products using a CSV File - download a sample File here to format your CSV File correctly.

In the "Collections" section, users can efficiently organize products into specific categories, making it easier to manage and navigate through different product lines. For instance, creating a "Flowers" collection allows for a consolidated view of all flower-related products, with options for adding images and customizing SEO settings to enhance discoverability. This feature simplifies the process of grouping products and enhances the shopping experience for customers by allowing them to browse through neatly categorized offerings.

Create Collection

The "Create Collection" interface is straightforward, enabling users to quickly set up new collections. It includes fields for naming the collection and uploading representative images. Additional SEO options are provided to optimize visibility in search engines, making these collections more accessible to potential customers online.

This section displays a comprehensive list of products with details like stock-keeping units (SKUs), availability, and price. It’s designed to help businesses manage their inventory efficiently, with features to track stock levels and continue selling even when items are out of stock. The interface allows for quick updates and adjustments to product details, ensuring that inventory data is always current and accurate.

The "Reviews and Ratings" feature enables businesses to engage with customer feedback directly. It provides a platform where customers can rate products and leave reviews, which businesses can then approve, respond to, or move to trash if necessary. This section is instrumental in building trust and transparency, allowing potential customers to read what others have thought about the products before making a purchase.

You can enable Reviews and Ratings in your Stores and let your Customers Submit Reviews about specific Products which you can then manage from this Reviews Section in the Products Tab. The following image is an example what your customers would see.

Automate the receipt generation process with customizable elements such as title, prefix, and numbering sequence to streamline financial transactions and enhance the professional appearance of your documentation.

Easily manage tax configurations with options to define how prices are displayed (inclusive or exclusive of tax). Set up varied tax rates and categories to comply with local tax regulations, and use tools like automatic tax calculations based on customer location to ensure accuracy and compliance (at the moment only available in the US). For customers outside of the US you can seamlessly create Tax Rates for your Products/Services in the upper area and attach them to products.

Add Tax Rates (Outside the US)

Configure email notifications for events like abandoned carts and order confirmations. Customize the timing, template, and content of these notifications to enhance customer engagement and reduce cart abandonment rates.

Establish shipping zones and rates, offering detailed control over where and how you deliver products. This section allows you to define specific regions for shipping, adjust rates, and manage logistics efficiently.

Specify the origin point for shipping calculations. This setting ensures that shipping costs and times are accurately calculated, providing customers with reliable delivery estimates.