How to access and manage invoices in the Zuper mobile app?

How to access and manage invoices in the Zuper mobile app?

An invoice is a document detailing the parts and services rendered by your business. Zuper streamlines the entire invoicing process, from creation to sending and payment collection.
Follow these steps to manage invoices in Zuper efficiently.

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Invoice listing page

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

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2. On the Invoices listing page, you can view all the invoices in the list view.

3. Use the down arrow to access the quick filter .
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3. Use the "Search" icon to view the specific invoice and its associated details.
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4. Use the "Filter” icon to sort and filter the invoice details. Click the “Apply” button to view the filtered list. 
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Invoice details page

1. Click the "Invoices" module from the top-left hamburger icon.
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2. Select the invoice for which you want to view details.

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View detailed information

The Invoice Details page has the following tabs.
  1. Under the "Details" tab, you can perform the following actions:
    1. View the Invoice status, Invoice date, and due date, along with the assets or the products added.
    2. View the customer's service and billing address.
    3.  View Attachments, if any.
    4. View Custom fields, if applicable. 
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      2. Under the “Associated” tab details, you can view the linked module details.
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      3. Use the Notes option to add notes. With the Notes feature, you can capture and upload various types of content in real time, including: 

Photo: 

Click the Notes icon from the quick actions bar. By default, you'll land in the Photos section. Capture a photo using the camera in 0.6x or 1.0x size (multi-capture is allowed).  


Videos: 

To capture a video, switch to video mode in the Notes section and proceed to record a video. 

Audio: 

Record and upload audio directly to the note. You can retake the recording or save it once you're satisfied. 


Documents: 

Upload or attach relevant documents from your device. 


Text: 

Use the text option to enter or edit text within the note. 



Scan: 

Capture and upload digital versions of physical documents using the Scan option. You can also crop the edges after scanning, if needed. 

NotesNote: 
  1. File size should not exceed 20MB. 
  2. You can add up to 5 attachments per note. 
  3. Use the kebab icon (three vertical dots) to edit or delete attachments. 

Additionally, you can upload photos, videos, documents, and more from your device using the “Attachments” section. You can also associate notes with other modules using the “+” icon under Associated with. 

After adding the content, click the “Submit” button to finalize the note. 


Once the note is submitted, you can view it in the Notes section of the job, where you can filter the notes from latest to oldest. You can also perform various actions using the kebab icon (three vertical dots), including: 
  1. Edit Note – Modify the note’s content and add or remove attachments. 
  1. Change Note Privacy:

    Make Note Private – The note is visible only to the user who created it.
    Make Note Internal – The note is visible to all internal employees.
    Make Note Public – The note is accessible to everyone. 
  1. Delete – Remove the note from the associated module. 

More actions 

The kebab icon ( ) offers a variety of additional actions to manage your documents and records efficiently. You can Edit Fields to update item details, Cancel to invalidate an item or Delete to remove it permanently. The Archive option moves items to a less visible status while keeping them for future reference. Use Edit Custom Fields to adjust specific fields, Save as PDF to generate a PDF version, and Share via Email to send the item directly, etc. 
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