Wix Invoices and Price Quotes: Managing Your Settings
We're working on releasing an updated version of these settings, which are not yet available in all Wix accounts.
Manage all your invoice and price quote settings in one place. Customize them to meet your country’s tax rules, personalize them for your customers, and match your business needs.
Important:
Any changes you make affect current and future invoices.
Set up a payment method to accept online payments from your clients.
Managing your payment settings
Manage your payment settings from one place to control pay links, invoices, price quotes and proposals.
To manage your payment settings:
Go to Settings in your site's dashboard.
Click Getting paid.
Choose which setting you want to manage.
Pay Links
Select the Pay Links option you want to manage:
Settings: Customize the checkout experience for customers paying through pay links:
Checkout Settings: Click Checkout Settings to manage all checkout settings.
Hide your store policy checkbox at checkout: Click the checkbox to hide the checkbox from the checkout page.
Hide 'continue browsing' link at checkout: Click the checkbox to hide the link that lets customers leave checkout and return to your site.
Automations: Manage automations for your invoice emails, notifications and more:
Enable the toggles next to each automation you want to have active.
Click Edit next to the relevant automation to modify it.
Click the More Actions icon
next to the relevant automation to view a summary, duplicate it, rename it, or view the run log.
Tip: Learn more about creating automations.
Invoices
Select the Invoices setting you want to edit:
Invoice numbering: Set how your invoices are numbered:
Click the Prefix toggle to add a prefix to your invoice numbers.
Enter a Starting invoice number.
Click the Suffix toggle to add a suffix to your invoice numbers.
Click Save.
Customization: Manage invoice fields and edit design:
Select the area of your invoices you want to customize:
Header: Edit the Invoice title and Default days until due.
Tip: Click + Add Field to add up to 4 custom header fields.
Business details: Choose from the following options:
Business info & logo: Click Edit Business Info to update your business details and logo.
Enable the relevant toggles to choose which details to show: Email, Phone number, and Address.
Tip: Click + Add Details to add up to 4 more details that appear on every invoice.
Customer details: Enable the relevant toggles to choose which show on invoices: Email, Phone number, Billing address, Shipping address, Customer VAT ID, and Customer company name.
Payment & Tax: Choose which payment details display on invoices:
Show payment details: Enable the toggle to display the transaction date, payment method and amount paid.
Choose how tax details are shown: Enable the toggles next to each tax details you want to show: Additional tax column, Tax breakdown in the Total, and Subtotal by tax group.
Tip: To add or edit taxes, go to Tax Settings.
Footer notes: Click + Add to add notes or terms at the bottom of invoices.
Invoice preview: Click Edit Design to customize the design of your invoices.
Click Save.
Automations: Manage automations for your invoice emails, notifications and more:
Enable the toggles next to each automation you want to have active.
Click Edit next to the relevant automation to modify it.
Click the More Actions icon
next to the relevant automation to view a summary, duplicate it, rename it, or view the run log.
Tip: Learn more about creating automations.
Price Quotes
Select the Price Quotes option you want to manage:
Settings: Keep your quotes consistent, while still having the option to edit and customize each one before sending:
Business details: Click Edit Business Info to update the business info and logo that appear at the top of each price quote.
Currency: Click Edit Language & Region Settings to change your currency.
Numbering: Click Edit to change the starting number of your invoices. The default price quote number automatically starts at #0000001.
Convert price quotes to invoices: Enable the toggle to automatically send invoices to customers when they accept your price quote.
Default payment terms: Choose the number of days until payment is due. You can adjust this later for each invoice or quote.
Taxes: Click + Add New Tax to create reusable tax rates that you can add to line items on any invoice or quote. Hover over an existing tax and click Edit to update it.
Default note sections: Customize the Notes and Terms that appear at the bottom of quotes.
Automations: Manage automations for your invoice emails, notifications and more:
Enable the toggles next to each automation you want to have active.
Click Edit next to the relevant automation to modify it.
Click the More Actions icon
next to the relevant automation to view a summary, duplicate it, rename it, or view the run log.
Tip: Learn more about creating automations.
Proposals
Manage display, checkout settings, and default values to reduce manual changes and keep your settings aligned. Learn more about how to customize your proposals.
To manage automations for your invoice emails, notifications and more:
Enable the toggles next to each automation you want to have active.
Click Edit next to the relevant automation to modify it.
Click the More Actions icon
next to the relevant automation to view a summary, duplicate it, rename it, or view the run log.
Tip: Learn more about creating automations.
Tip:
Set up or edit your additional business information such as contact information, basic information, and location.
FAQs
Learn more about managing your Getting Paid settings below.
Can I edit an invoice after sending it?
Yes. You can edit any invoice as long as it is not marked as 'Paid' or 'Void'.
To edit an invoice:
Click the More Actions icon
next to the relevant invoice and select Edit.
Can I change the currency and default payment terms?
Yes. You can change both from the Getting Paid settings in your site's dashboard. Your default payment terms set the due date for invoices and price quotes. You can also adjust these terms while creating an invoice or price quote.
Can I reset my invoice number or change it to a lower number?
No. It is not possible to reset invoice numbering. Once you set the invoice number, you cannot change it to a lower number.
Can accepted price quotes automatically turn into invoices?
Yes. By default, price quotes do not automatically convert to invoices. You can enable this in your Price Quotes settings by turning on the option to convert accepted quotes.
Where do my business name, logo, and contact details come from?
These details come from the Business Info page in your site's dashboard. Your business name, logo, contact information, and address appear at the top of your invoices and price quotes, and you can edit them at any time from Business Info.
Do the same currency settings apply to pay links too?
Yes. The currency you set in your Getting Paid settings applies to invoices, price quotes, and pay links.
Why is VAT showing incorrectly on invoices?
To make sure VAT is handled correctly on your invoices, use a VAT calculator like vatcalconline.com and ensure VAT is included properly on any manual invoices—don’t apply it more than once. Learn more about including tax in product price.
If you're unsure whether to include or exclude tax, it’s always best to check with your local tax authority. In Europe, remember that website prices must include VAT, and invoices should clearly display it.
When creating a new invoice, you have the option to choose how taxes are calculated and shown. These tax display features are currently available only for invoices and not for price quotes. Learn more about adding and displaying tax types.
Why is tax not immediately shown at checkout?
Tax is not immediately calculated or shown at checkout for digital products, gift cards, Wix Forms, or Pay Links. This delay happens because these checkout methods don’t collect a shipping address, and tax calculation based on billing address only takes place after the customer clicks 'Place Order & Pay'.
Can I add a VAT ID field to invoices?
Wix Invoices does not offer a dedicated VAT ID field by default. You can manually add a VAT ID as a custom field by creating a new field in your Contacts and labeling it “VAT ID.” Add the relevant ID for each customer by editing their contact profile, entering the VAT ID in your custom field, and saving the changes. This method only allows you to add a VAT ID—no other custom fields can be created for invoices at this time.