> For the complete documentation index, see [llms.txt](https://www.zerabooks.com/help/llms.txt).

# Invoices (AR)

Create, send, remind and get paid.

- [The Invoices board and statuses](https://www.zerabooks.com/help/invoices/invoices-board): 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.
- [Create an invoice](https://www.zerabooks.com/help/invoices/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.
- [Upload an invoice for AI reading](https://www.zerabooks.com/help/invoices/upload-an-invoice): Upload an invoice you already issued elsewhere and ZeraBooks reads the customer, dates and lines into a draft for you to review and approve.
- [Approve an invoice](https://www.zerabooks.com/help/invoices/approve-an-invoice): Approving an invoice posts it to your books. Here is what ZeraBooks checks first and the exact journal entry it records.
- [Email an invoice, send it manually, or download the PDF](https://www.zerabooks.com/help/invoices/send-an-invoice): Email an approved invoice with its PDF attached, record that you delivered it yourself, or download the PDF.
- [Automatic payment reminders](https://www.zerabooks.com/help/invoices/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.
- [Record payments, partial payments and credits](https://www.zerabooks.com/help/invoices/record-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.
- [Credit memos](https://www.zerabooks.com/help/invoices/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.
- [Edit, duplicate, void or delete an invoice](https://www.zerabooks.com/help/invoices/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.
- [Invoice branding](https://www.zerabooks.com/help/invoices/invoice-branding): Put your logo, address, phone and footer on every invoice, and give your invoices a brand color or cover image and your own message.
- [Invoice accounting settings](https://www.zerabooks.com/help/invoices/invoice-accounting-settings): Tell ZeraBooks which accounts invoices post to — Accounts Receivable, sales tax, holdback and settlement differences — and when documents post on their own.