How to Use Invoices

Create, send, and track invoices so you get paid on time.

Learn how to create, send, and track invoices in your Zap Bill dashboard, from adding line items to getting paid online.

Create, send, and track invoices so you get paid on time.

1

Create a new invoice

Go to Invoices > New Invoice, pick an existing customer or add one on the fly, and set the invoice number, date, and due date.
2

Add line items

Add products or services manually, or pull them straight from your Catalog. Set quantity, price, and tax for each line.
3

Choose a template, currency, and date format

Pick a design under Templates and set the invoice currency — totals, tax, and discounts calculate automatically. The same settings panel sets the date format for this one invoice; leave it on "Use my default" to follow the format in your Profile.
4

Send or share the invoice

Email the invoice directly to your customer, or generate a shareable payment link they can open in any browser.
5

Track status and get paid

Mark invoices as sent, paid, or partially paid, record payments, and download a PDF copy at any time. Once an invoice is saved you can switch on Auto-save in its action bar, and later edits save themselves as you make them.