How to create an Invoice on the Zuper iOS Mobile App?

An invoice is an accounting document that field service businesses send to their clients to request payment for the services rendered. An invoice can be marked as paid as and when the customer pays the Invoice.

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

2. Select the "+“ ”icon from the bottom-right corner to create a new Invoice.

3. Under the "Customer Details" ”section, select the Organization and Customer information required for the Invoice.

Select the "View Customer" option to see the customer details and choose the property required for the Invoice.

Select the required Job details, choose the job id with the technician’s details, and select the required service address.

Select the "Billing Address" ”or the quote. If the service address and billing address are the same, click on "Same as the service address."

4. Select the "Invoice Details" ”option to add the reference number, invoice date, payment term, and due date, then choose the invoice template.

Choose the "Add tag" ”option under Tags to select the invoice tags.

Select the "+" ”option to add the product line items for the Invoice.

Finally, select the "Save" button to create the Invoice.

With this, the Invoices section in the Zuper mobile app record all the business sales, and thus it helps to keep and maintain the accounts. An invoice, once sent, can be marked as paid, partially paid, or bad debt.