Client billing is an essential aspect of managing a webflow project. It allows you to track and bill your clients for the services you provide. In this article, we will explore how client billing works in Webflow and understand the various features and functionalities it offers.
Understanding Client Billing
Webflow’s client billing feature enables you to create and manage invoices for your clients directly within the platform. It allows you to set up different pricing structures, track payments, and send invoices without having to rely on external tools or services.
Setting Up Client Billing
To get started with client billing, you’ll need to have a Webflow account. Once logged in, navigate to the Project Settings of your desired project.
Step 1: In the left-hand sidebar, click on “Billing” under the “Project Settings” section.
Step 2: Enable client billing by toggling the switch next to “Enable client billing.”
Note: Client billing is only available for paid Webflow plans such as Lite, Pro, and Team plans.
Clients List
After enabling client billing, you can manage your clients through the “Clients” tab. Here, you can add new clients by clicking on the “Add New Client” button or view existing clients by scrolling through the list.
- Name: The name of your client.
- Email: The email address associated with the client’s account.
- Status: Indicates whether a client has accepted an invitation or not.
Create an Invoice
To create an invoice for a client:
Step 1: Go to the “Clients” tab and select the desired client.
Step 2: Click on the “Create Invoice” button.
Step 3: Fill in the necessary details, such as the invoice number, due date, line items, and quantities.
Note: You can add multiple line items to an invoice. Each line item represents a service or product you are billing for.
Sending Invoices
Once you have created an invoice, you can easily send it to your client directly from Webflow. To send an invoice:
Step 1: Open the desired invoice from the “Invoices” tab.
Step 2: Click on the “Send Invoice” button.
Step 3: Enter your client’s email address and add a personalized message if needed.
Invoices List
All created invoices are listed under the “Invoices” tab. Here, you can view their status (e.g., sent or paid), due dates, and amounts owed.
Paying Invoices
Your clients will receive an email notification with a link to pay their invoices securely through Webflow. Once they make a payment, you will see the updated status in your invoices list.
In Conclusion
Client billing in Webflow provides a seamless solution for handling invoicing and payments directly within the platform. By utilizing its features effectively, you can streamline your billing process and ensure timely payments from your clients. Take advantage of Webflow’s built-in client billing system to simplify your workflow and focus on delivering exceptional web design services.