Invoices (AR)
Create, send, remind and get paid.
Invoices (AR):
The Invoices board and statuses
Every customer invoice sits in one lane on the Invoices board, from Draft to Paid. Here is what each lane and status means and how an invoice moves between them.
Invoices (AR):
Create an invoice
Build an invoice from scratch: choose the customer, add line items, set the dates and discounts, then preview it before you approve.
Invoices (AR):
Upload an invoice for AI reading
Upload an invoice you already issued elsewhere and ZeraBooks reads the customer, dates and lines into a draft for you to review and approve.
Invoices (AR):
Approve an invoice
Approving an invoice posts it to your books. Here is what ZeraBooks checks first and the exact journal entry it records.
Invoices (AR):
Email an invoice, send it manually, or download the PDF
Email an approved invoice with its PDF attached, record that you delivered it yourself, or download the PDF.
Invoices (AR):
Automatic payment reminders
Autopilot emails customers about invoices a week or more overdue, at most once a week. Here is exactly when a reminder goes out, when it asks you first, and how to turn it off.
Invoices (AR):
Record payments, partial payments and credits
Settle an invoice by matching the customer's deposit from your bank statement, applying a credit, or marking it paid when the money came in some other way.
Invoices (AR):
Credit memos
A credit memo is an invoice with a negative total. Create one to credit a customer, then apply it to one of their unpaid invoices.
Invoices (AR):
Edit, duplicate, void or delete an invoice
Change an approved invoice, copy it into a new draft, cancel it with a void, or delete a draft. Here is when each one is allowed and what it does to your books.
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