Zap Bill Help Center
Everything you need to know to get the most out of your Zap Bill dashboard, from creating your first invoice to sending it and tracking what's paid.
Step-by-step guides for every part of the Zap Bill dashboard: invoices, quotes, customers, time tracking, expenses and more.
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How to Set Up Your Invoices
Tell Zap Bill where your business is based and it fills in the tax rates, tax number label, invoice title and date format usually used there. Nothing is fixed: you can change every value.
How to Use Invoices
Create, send, and track invoices so you get paid on time.
How to Use Quotes
Send professional quotes and convert accepted ones straight into invoices.
How to Manage Customers
Keep customer details in one place and reuse them across every invoice and quote.
How to Use the Product Catalog
Save your products and services once, then reuse them on every invoice and quote.
How to Use Time Tracking
Log billable hours and turn them into invoice line items in a couple of clicks.
How to Track Expenses
Track reimbursable costs and bill them straight back to the customer.
How to Set Up Recurring Invoices
Automate invoices for retainers and subscription-style billing.
How to Generate a Statement of Account
Give a customer a single view of everything they owe and have paid.
How to Choose an Invoice Template
Choose an invoice and quote design that matches your brand.
How to Configure Email Settings
Send invoices and quotes from your own email address instead of Zap Bill's.
How to Manage Notification Settings
Choose which automated emails Zap Bill sends you about your invoicing activity.
How to Use API Tokens
Connect your own tools, scripts and AI assistants to Zap Bill using the REST API or the MCP server.
How to Connect an AI Assistant
Connect an AI assistant that supports the Model Context Protocol (MCP) and ask it to work with your invoices, quotes, customers and products. It can draft documents, record payments and tell you what is still unpaid, using your Zap Bill account.
How to Invite Your Team
Invite colleagues into your workspace so you all work from the same invoices, customers and company details — one company profile, one invoice numbering sequence, one subscription. Seats are bought before they are filled, so you always know what a team costs before you build one.