How to create a new invoice in the Zuper mobile app?

How to create a new invoice in the Zuper mobile app?

An invoice is an accounting document that field service businesses send to their clients to request payment for the services rendered. In Zuper, creating and sending an invoice involves a series of straightforward steps. Follow this guide to efficiently manage your invoicing process.



1. Select the "Invoices" module from the top-left hamburger icon. 

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2. Select the "+“ icon to create a new invoice.

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3. Enter Customer and Address Information.
  1. Select the customer information details. You can choose either an organization or a customer.
  2. Associate various modules that you want to include for this invoice.
  3. Select the customer's address. If the service address and billing address are the same, click on "Same as the service address."
  4. Click the “Next” button to proceed to the next section. 
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4. Under the “Primary Details” section, click the “+Add” button to add the  "Line Item Details."
5. Add parts & services and select the “Next” button.
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6. Select the “Settings” icon from the item details section to modify the discount type.
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7.  A pop-up will appear. Select the preferred discount type and click the “Update” button.
  1. Apply at Transaction Level: This applies the discount to the entire invoice.
  2. Apply at Line Level: This applies the discount to individual line items.
  

8. To edit the discount label and amount, select the “Edit” icon.
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9. An “Update Discount Label” pop-up will appear. Edit the following details:

  1. Label (Mandatory Field) – Modify the discount label text.
  1. Discount (Mandatory Field)– Set the discount based on the percentage or currency defined in the company configuration (e.g., USD). 
  

10. Verify all details in the “Summary” section and select the “Create” button to finalize the invoice.
 

To send the invoice to the customer, follow these steps:
1. Click the “Send to Customer” button and choose the “Proceed” button.
2. Use the “Share” button to share the invoice in the email.
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3. You can collect payments by selecting the payment mode, processing them in a single click, or collecting them offline.
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After the Job service is completed, you need to collect payment from the customer, and Zuper's amazing invoice system makes it easy to create an Invoice.