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How to use the Invoice Builder

Invoice Settings

The Invoice Builder in ZBS CRM has a number of settings which you should fill in before you generate your first invoice.

Once you’ve added everything to the settings you will generate invoice that have all the relevant information.

Creating your first invoice

The first invoice you make will ask you whether you want PDF invoicing (this allows you to download a PDF of the invoice).

This is useful if you want to keep offline copies of the invoices (or even send a PDF version to your client too).

You need to have saved your Invoice for this option to show up. Also you need to make sure the PDF Invoicing Extension is enabled in the settings.

 

Adding new lines to the invoice

You can add new rows to the invoice to have your invoices be the total of a number of line items. This is useful if you want to break down your invoices for your clients.

How to set the Invoice Status

The Invoice comes with a number of statuses. Draft (while you work on it). Unpaid, Paid and Overdue.

This controls what the client is shown in the client portal.

Updated on July 2, 2017

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