Invoices
Quote work, invoice, get paid
11 articles · part of Estimates, invoices and payments
- Close an invoice you won't be paid forChoose Close invoice on the open invoice, then write off the balance or void the invoice. The customer is not emailed, and only a void can be reopened.
- Create an invoicePress Create invoice on a job, or New Invoice on Invoices to start from scratch. Every invoice starts as a Draft, and nothing reaches the customer until you send it.
- Create and send an invoiceTo bill a customer, create the invoice, then send it. To read where one stands, see What do the invoice statuses mean?
- Record a paymentOpen the invoice, press Record payment, and enter the amount and method. Recording logs money you received. It charges no card.
- Record a payment and close an invoiceTo log money the customer paid, record a payment. To stop chasing money you won't get, close the invoice.
- Where do I see payments on an invoice?Scroll to the invoice's Payments card, on the web or in the Zaras app. It shows what is paid, the balance, and the latest payments.
- Send a customer a link to payCopy the invoice's pay link with Copy link, then paste it into your own email or text. Zaras doesn't send this link for you.
- Send an invoicePress Send invoice on the draft, check the email, then press Send email. The customer gets the PDF and a link to their invoice page.
- Set the due date and payment termsPick the Issued date and Payment terms while the invoice is a draft. Together they set the due date. Both lock once the invoice is sent.
- Void a paymentChoose Void payment for the payment on the invoice, give a reason, and confirm. The payment stops counting toward the balance, and the customer is not told.
- What do the invoice statuses mean?An invoice is a Draft until you send it, then Open until it is paid, written off or voided.