✨ Introduction:
The Webware Pay Invoice Dashboard is your central hub for creating, managing, and tracking invoices sent to your customers. Whether you’re collecting payments for products, services, or subscriptions, this dashboard keeps all your invoices organized and easy to access.
From here, you can create new invoices, monitor payment statuses, and review all billing history in one place.
🔔 What to Know Before You Start:
All invoices created through Webware Pay are tracked and stored within the Invoice Dashboard.
Payment collection is powered by Stripe Connect, which must be fully set up before sending invoices.
Each invoice includes a unique payment link, allowing customers to pay securely online.
You can edit draft invoices, send reminders for open invoices, and review payment history for paid invoices.
Invoices are linked directly to each customer’s profile, making it easy to track all billing activity.
🛠️ Step-by-Step: How to Navigate the Invoice Dashboard
Log in to your Webware Dashboard.
In the left-hand menu, click on Payments, then select Invoices.
You’ll see the Invoice Dashboard, which displays a list of all invoices along with key details:
Invoice Number: Unique ID for each invoice.
Due Date: When the payment is expected.
Created Date: When the invoice was issued.
Customer: The recipient of the invoice.
Amount: Total value of the invoice.
Status: Tracks whether the invoice is Open, Paid, or a Draft.
Actions: Options to Edit, View, or Delete the invoice, depending on its current status.
Use the Create Invoice button (top-right) to start a new invoice anytime.
The Actions dropdown (also top-right) gives you quick access to:
Add Tax Rates for future invoices.
Any future bulk actions (depending on your Webware plan).
Click on any Invoice Number to open a detailed view of that invoice, where you can:
See all line items, taxes, and totals.
Download the invoice PDF.
Add internal notes for your records.
Change invoice status (for example, manually marking it as paid if payment is received offline).
Resend the invoice to your customer.
Once an invoice is sent, you can track its activity — including when your customer views it, pays it, or requests changes.
✅ Pro Tip:
Use Draft Invoices to prepare invoices in advance — they won’t be visible to customers until you hit send.
Set up automatic tax rates to save time when adding new line items to invoices.
Download PDF copies of any invoice for offline recordkeeping.
If an invoice is overdue, use the Resend Reminder feature to gently nudge your customer.
🎯 Next Steps:
After sending an invoice, your customer will receive an email with a secure payment link, allowing them to pay online using their preferred payment method.
All invoice activity — including payments, customer comments, and reminders — will be automatically saved in both the Invoice Dashboard and the customer’s profile.
For recurring services, consider using Webware Pay Subscriptions to automate future invoices.