How to create a new invoice from V3 Zuper Web App?

How to create a new invoice from V3 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. 

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.

Line Item - Choose this if you want to add any part or service that needs to be included in the invoice. 

Header - If you wish, add the "Line Items" header for identification. 

Item Group - Choose this if you want to add any items that must be included in the invoice.

Custom Line Item - Choose this if you want to add any ad-hoc line item that needs to be included in the invoice. 

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.
Click "+Add Attachments" to add the invoice-related attachments. 
Click the “Save as Draft” button to save the invoice.

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

11. 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. 

    • Related Articles

    • How to access the Invoice listing page in V3 Zuper Web App?

      An invoice is a document for the parts & services rendered by your business. Zuper enables you to manage the complete lifecycle of invoicing including sending to your clients, receiving payments, etc,. Navigation: Invoices -> Invoice Listing Page ...
    • Explore Measurable Key Metrics from Various Modules Within the V3 Zuper Web App Dashboard

      The dashboard in V3 Zuper web app consists of multiple sections each dedicated to a specific module of the organization. Within each section, you can access and analyze various key metrics and indicators relevant to that module. Here's an overview of ...
    • How to create a new Job in the V2 Zuper Web App?

      Our new feature allows you to create customized jobs for specific organizations or customers, ensuring that business-to-business related work orders are efficiently created with all the necessary details and properties. This feature is especially ...
    • How to access the Invoice details page in V3 Zuper Web App?

      The Invoice details page lets you view the complete information of the invoice and all its associated records in a single place. From the invoice listing page, you can click any one of the Invoice No. to go to the invoice details page. 1. Select the ...
    • How to Create a Project and add jobs to it in V3 Zuper Web App?

      The Projects module in Zuper allows you to create and manage Projects that are complex and require extensive time and resources. You can manage jobs, project schedules, finances, and resources related to a project in one place, ensuring ease and ...