How to create a new AR (Account Receivable) invoice in the Zuper web app

How to create a new AR (Account Receivable) invoice in the Zuper web app

An invoice is an accounting document that a field service business sends to its clients to request payment for the services rendered. 

NotesNavigation: Accounting --> Invoices --> + New Invoice



1. Select the “Invoices” icon from the left navigation menu and choose “+ New Invoice” to create a new invoice.



  2. Choose either "Customer" or an "Organization."


3. Use the "+Add" button to associate the various modules. 


4. A pop-up from the side will appear. Select the module and choose the "Proceed" button. 


5. The billing and service contact information are filled out automatically based on the organization or customer chosen. 


6. Fill in the "Invoice Details" section. 
The mandatory fields are Invoice Date, Payment Term, Expiry Date, and Invoice Template. 


7. Add the products and services that need to be added to the invoice.

  1. Line Item - Choose this if you want to add any part or service that needs to be included in the invoice.
  2. Bundle - Choose this if you want to add the bundle to this invoice.
  3. Header - If you wish, add the "Line Items" header for identification. 
  4. Item Group - Choose this if you want to add any items that must be included in the invoice.
  5. Custom Line Item - Choose this if you want to add any ad-hoc line item that needs to be included in the invoice. 
Notes
Note: When you add a non-billable item directly to an invoice, the cost of that item will be included in the total. This ensures that non-billable items are tracked when manually added to the invoice. However, if you include a non-billable item in a transaction (such as a job or contract) and later convert that document into an invoice, the non-billable item will not appear on the invoice. This is because non-billable items are excluded from the billable total.



8. Select the “Edit” icon next to the “Discount” option.


    9. An “Update Discount” pop-up will appear. Edit the discount, and you can choose either "% or USD" and click the "Update" button. 

10. Select the “Settings”   icon from the item details section to modify the appropriate discount type. 
 

11. Other details - If any custom fields are added under the settings, you can fill in the details here.
12. Click "+Add Attachments" to add the invoice-related attachments. 
13. Click the “Save as Draft” button to save the invoice.


14. A pop-up appears. Select the “Save as Draft” button. 



The invoice is created successfully. 


The invoice payments and discounts are critical and with Zuper's invoice, you can easily create and manage the invoices without any issues. 
Similarly you can modify the discounts of the existing invoices.