Invoices
How to void / rollback a payment transaction of Invoices?
Navigation: Accounting --> Invoices --> Payment History --> Void Transaction The invoices that have the payment transaction already successful but got the payment twice or failed transaction that takes more time and the transactions can be set ...
How to bulk update charge payments for invoices?
Navigation: Invoices --> Bulk Action The bulk action on the invoice module helps complete the payment charges of the line items in a single click for the multiple invoices. 1. Select the "Invoices" module from the left panel and select the invoices ...
How to use the Invoice date and Due date sort option for the invoices?
Navigation: Invoices --> Invoice Number --> Sort The two new options are available for the sort of invoice. 1. Select the "Invoices" module from the left panel and select the “Invoice Number” sort option, and the user can quickly sort the quotes ...
How to bulk update Invoices?
Navigation: Invoices The bulk action on the Invoice module has three action buttons: Update Field, Send to the customer and update the status. This helps users update the line items in a single click for multiple invoices. 1. Select the “Invoices” ...
How to Create Custom Invoice Fields?
Zuper offers out-of-the-box fields including Invoice Date, Due Date, Reference Number, Payment Terms, and attachments, on top of this, you can also create your own Custom Fields that are tailored to your business. When you create a custom field in ...
How to Create a New Invoice from a Job?
Creating an invoice from a job 1. Go to the Jobs Listing Page by selecting the 'Jobs' Module in the Menu. 2. Locate the specific job for which you would like to raise a Quote. 3. Once the Job Details Page opens, click on the “More Actions” dropdown ...
How to send a payment link for an invoice?
The Payment link for an invoice is made easy for collecting the amount. Here are the steps to send a payment link for an invoice. 1. Select the “Invoice” module from the left navigation panel. 2. Tap on the “Invoice” for which payment is ...
How to Mark an Invoice as Paid?
An invoice can be marked as paid as and when the customer pays the invoice. An invoice, once sent, can be marked as paid, partially paid, or bad debt. Marking an Invoice as Paid Click on the "Invoice" Icon in the Menu. In the Invoices Listing Page, ...
How to Create an Invoice?
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. Using the Quick Actions Drop-down From ...
How to Manage Invoices of an Individual Customer?
You can view, manage and track invoices created for a specific customer collectively in their respective profiles. You can view all invoices associated with a customer irrespective of its status (paid, unpaid, and archived) in the Customer Details ...