Create Invoices

It is possible to create invoices and advance invoices in different places in the platform depending on your needs.

Create invoice on the customer level 

1. Go to the Customer page and click on the customer.

2. Click the Invoices tab, then click New Invoice.

   

3. Fill in the details and add products.
   (Need to add products first? Click here).

4. Scroll down and click Save.

The invoice is now a draft. You can still edit it if needed.

What you can do with the draft invoice: 

• Edit Invoice – change the information if needed

• Preview – see the PDF version

• Process and Send – mark the invoice as done and send it to the customer

• Three dots (•••) – more options:

  • Send the invoice again

  • Delete the draft

  • Copy the invoice

Process and Send – mark the invoice as ready and send it

• Choose a custom send date

• Choose to send the invoice or not

• Use a different email address

• Change the email text

• Add a file to the email

Create an Invoice from an Order

If you already have an order and want to make it into an invoice:

1. Go to the Order – either from the Customer page or from Billing > Orders.
   

2. Click on the order.

3. Click Create Invoice.

Just like before, the invoice is now in draft.
You need to Process and Send it for the customer to receive it.

Create an Invoice from a Quote

When a prospect agrees to a quote:

1. Go to Lead, then open the Deal.

2. Change the Status to Won.
   

3. Zapfloor will ask you which quote is accepted and if you want to turn it into an invoice. Select it. 
   

4. A new window will pop up click on Convert.

The invoice is now created as a draft.
You can find it under the Customer page and, as before, you can Process and Send it.