Invoice today.
Get paid faster.
Create invoices, track customer payments, convert estimates, and manage AR aging. Zera handles your entire billing workflow with AI-drafted invoices and automatic payment application.
The full workflow
From estimate to final payment.
Draft, send, and collect on invoices from one place. Zera tracks every dollar owed to you from the moment an estimate goes out to the second the payment clears.
Create invoice
Estimate, invoice, or credit memo in seconds. Line items, tax, discounts, terms all editable.
Send and track
Email with a pay-link. See exactly when the customer opens it. Send reminders with one click.
Receive payment
Stripe, ACH, or manual entry. Payments auto-apply to the right invoice and post to the ledger.
Monitor aging
AR aging buckets update in real time. Drill down to any overdue invoice or customer.
Looking to extract data from invoice PDFs your vendors send you? That's the invoice converter. This page is about invoices you send to your customers.
Professional invoices
Draft. Sent. Viewed. Paid.
Create invoices from scratch, from a template, or convert an approved estimate with one click. Line items, discounts, tax, payment terms, all editable. Email directly from Zera with a pay-link. See when the customer views it.
- Draft to Sent to Viewed to Paid workflow
- Email invoices with pay-link
- View tracking per send
- Custom invoice templates
Customer management
Every customer. Complete record.
Customer records in Zera hold billing info, payment terms, default revenue accounts, tax settings, and full transaction history. Credit limits, payment preferences, and communication log all in one place.
- Billing info and payment terms
- Default revenue account per customer
- Payment preferences (ACH, check, card)
- Full transaction history
Estimates
Estimate approved? One-click invoice.
Send an estimate. Customer approves inside Zera. Click to convert to invoice. Line items, amounts, and terms all carry over. Optional deposit invoicing for partial upfront payment.
- Send estimates with approve and decline link
- One-click conversion to invoice
- Optional deposit invoicing
- Estimate to invoice audit trail
Credit memos
Refunds and adjustments. Applied instantly.
Issue a credit memo for returns, service credits, or billing adjustments. Apply to an open invoice, store as customer credit for next time, or refund via Stripe. Full audit trail automatic.
- Credit memo for any reason
- Apply to invoice or store as credit
- Stripe refund integration
- Audit trail automatic
AR aging report
Who owes what. How long.
AR aging report updates in real time: Current, 1 to 30, 31 to 60, 61 to 90, over 90. Drill down by customer, by invoice, or by revenue account. Collection status automated. Early reminders, friendly follow-ups, overdue alerts.
- Five aging buckets real-time
- By customer, invoice, or account
- Collection reminder automation
- Export to Excel or PDF
Manroop
Gill
Co-Founder
Zoom Books
We were drowning in bank statements from two provinces and multiple revenue streams. Zera Books cut our month-end reconciliation from three days to about four hours.
Start invoicing
Invoice today. Get paid faster.
Create invoices, track views, receive payments, monitor aging. Complete AR workflow.
Invoices. Customers. Collections. One workflow.
Try Zera Books free for one week. Cancel anytime during the trial.