Managing Invoices in Your WSM Store

Converting a Quote to an Invoice

If a customer has requested that a quote be turned into an invoice for their order, our support team can assist you with the conversion. To get started, contact WSM Support and provide the relevant order number so we can locate the quote and process the change for you.

Requesting a Copy of a Past Invoice

Need a copy of an invoice you received previously? WSM Support can help you retrieve and resend it. To speed up the process, please include the following details when you reach out:

• The approximate date of the invoice (for example, the month it was issued)

• The invoice amount

• The invoice number, if you have it

Providing as many of these details as possible helps us locate the correct invoice quickly.Updating

Information on Your Invoices

You can request changes to the information that appears on your invoices, such as:

• Adding a tax registration number (for example, an HST number)

• Editing the wording or messaging shown on invoices and order confirmations

Because these changes affect how your invoices display to customers, please contact WSM Support with the exact text or details you'd like to appear. Our team will review the request and let you know the next steps.

 

Note: Some invoice wording and design changes may be part of your platform warranty, while others—particularly custom work—may require a quote before they can be completed. Support will confirm which applies to your request.

Redirecting Invoices to a Different Email Address

If you'd like your account invoices sent to a different email address, contact WSM Support with the new email address where you'd like invoices delivered. Our team can update your billing contact information accordingly.

Correcting Invoice Amounts or Pricing Errors

Occasionally, an invoice may display an incorrect price—for example, showing a different total on the customer-facing or printable invoice than expected. If you notice a pricing discrepancy:

• Note the invoice or order number.

• Record both the incorrect amount shown and the correct amount that should appear.

• Note where the error appears (customer email, printable invoice, admin view, etc.).

• Contact WSM Support with these details so our team can investigate the source of the issue.

Understanding Line Items and Charges on Your Bill

If you see a line item or charge on one of your invoices that you don't recognize, or you'd like a breakdown of your annual billing, WSM Support can help clarify:

• Unfamiliar line items – Provide the invoice number and the line item code or name, and we'll explain what the charge is for.

• Annual bill breakdown – Request a summary of your current charges if you'd like to review your costs.

Questions About Unexpected or Unrecognized Charges

If you receive an invoice showing a charge you don't recognize—such as a payment to a credit card that isn't yours—contact WSM Support right away for clarification. Please include:

• The invoice number

• The charge amount

• Any details about why the charge appears unfamiliar

Our team will review the situation and help clarify what occurred.

 

Important: For your security, never share full credit card numbers, security codes, or other sensitive payment details in a support request. Reference only the last four digits of a card when needed.

How to Contact Support

For any of the billing or invoicing needs above, reach out to the WSM Support Team. Including specific details—such as invoice numbers, order numbers, dates, and amounts—will help us resolve your request as quickly as possible.

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Note: One submission reviewed for this article contained promotional/notification text unrelated to the billing request (an SMS opt-in message). This has been disregarded as it is not relevant to invoice management.