A signed proposal is a contract. The next step is getting paid. Wintura's invoice builder turns the pricing block into a deliverable invoice in two clicks.
Generate from a signed proposal
In the proposal editor (or the pipeline card menu), click Create Invoice. Wintura:
- Copies client name + email + business address
- Imports every line item from the proposal pricing
- Applies your default payment terms (Net 30, Net 14, Due on receipt, etc.) from agency settings
- Applies your default tax rate from agency settings
- Generates the next invoice number atomically (no duplicates ever)
You land on /dashboard/invoices/{id}/edit ready to add notes, adjust line items, or send.
Manual invoices
Click New Invoice from /dashboard/invoices to create one without a parent proposal — useful for retainers, milestone payments, or non-Wintura deals.
Payment terms
Set defaults at Settings → Profile → Invoice Defaults:
- Net 30 / 14 / 7 — payment due that many days after issue
- Due on receipt — payment expected immediately
- Custom — write your own terms in plain English
Each invoice can override the default at the line-item level.
Tax
Tax rate is a percentage of subtotal. Configure in Settings → Profile → Tax Info. Wintura computes tax = subtotal × (tax_rate / 100) and shows it as a separate line on the invoice.
Sales tax / VAT compliance varies by jurisdiction — Wintura doesn't auto-collect for you. Stripe Tax integration is on the roadmap.
Sending invoices
The send flow mirrors proposals: email or magic link. Clients click "Pay" and either pay via Stripe Connect (if you've connected your Stripe account) or wire/ACH per your terms.
Statuses
draft → sent → paid is the happy path.
overdue flips automatically once the due date passes without payment.
cancelled is a manual override for voided invoices.