An invoice is an accounting document that a field service businesses send to their clients to request payment for the services rendered. 

An invoice can be created in Zuper in any of the three ways listed below.

1. Using the Quick Actions Drop-down
2. From the Job Details Page
3. From the Invoice Listing Page
4. From the Quotation Details Page

Quick Actions Drop-down

1. To create a new quote, click on the "New" button on the Quick Actions drop-down. 
2. Select 'Invoice' in the drop-down options.
3. You will be redirected to the New Invoice Form which once filled out and submitted will become a new invoice.

Job Details Page

1. Go to the Jobs Listing Page by selecting the 'Jobs' Module in the Menu.
2. Select the job for which you would like to raise an invoice. 
3. In the Job Details Page, click on the More Actions drop-down.
4. Click the 'New Invoice' option in the drop-down to access the New Invoice Form.

Invoices Listing Page

1. Go to the Invoices Listing Page by clicking the 'Invoice' Module in the Menu.
2. Click the 'New Invoice' button to access the New Invoice Form

Quotation Details Page

1. Navigate to the Quotations Listing Page by clicking the "Invoice" module in the Menu.
2. Select the quotation for which you would like to raise an invoice. 
3. In the Quotation Details Page, click on the Convert to Invoice option from the More drop-down. (Note: The convert to invoice option will be visible only if the quotation is not already converted to invoice)           
4. You will be redirected to the New Invoice Form where all pertinent information is auto-populated from the quotation. 
   

Create an Invoice:

Discount Settings:

Navigation:  Settings  --> General Settings --> Accounting Settings  --> General Settings --> Discount Options 

Pre-requisites: Pre-define your discounts in the settings.

The overall Discount and line-item level discount can easily be applied to the quotes or invoices. 

Navigation:  Settings  --> General Settings --> Accounting Settings  --> General Settings --> Discount Options 

1. Select the “Settings” icon from the left panel. Under “General Settings,” choose the “Organization Settings.”

2. Under the “Configurations,” select “General Settings,” and you can set the Discount from the “Discount Options.”

Discount Type – From the drop-down menu, choose “Percentage” or “Amount” as a discount type.

Apply Discount At – From the drop-down menu, choose “Transaction Level” or “Fixed Line-Item Level” as a discount apply option.

Select the “Save Settings” button to pre-define the settings. 

 

3. The settings are saved successfully.

  

Create Invoice:

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

  

2. Fill in the Customer and Job details.

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

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

 

    5. An “Update Discount Label” pop-up will appear. Edit the following details:

       Discount Label (Mandatory Field) – Modify the discount label text. 

       Discount (Mandatory Field)– The Discount can be either based on the % or per the currency defined in the company configuration (For example, USD). 

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

 

7. Select the “Edit” icon  next to the product line item.

 

8. An “Edit Line Item” pop-up appears. Modify the necessary details. 

  

9. Select the “Save as Draft” option to save the invoice.

10. 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. 

Create a Job from Invoice:

Navigation:  Accounting --> Invoices --> Invoice Details --> + New Job

The new job can be created directly from the invoice, which prefills the job-related fields from the invoices in a single click. 

1. Select the "Accounting" module from the left panel and choose the “Invoices” module. Under “Actions,” select the view icon 

The user can easily create a job from the invoice in a single click with the prefilled data, saving them more time. 

Payment History Remarks:

Navigation:  Invoices --> Invoice --> Payment History --> Remarks

2. Under the “Payment History” section, you can view the “Remarks” details with our new update.

The businesses can easily relate the remarks recorded with the payment done. Through these remarks, consolidation is made simple. 

Filter by Organization:

Navigation:  Accounting --> Invoices --> Filters --> Select Filter --> Apply Filter

The user can easily view the related organizations using the new filter option for the invoices module.