Invoices

Create and edit invoices and estimates and manage recurring profiles

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29 articles in this collection
Written by Rachel

How do I create and send a simple invoice?

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Written by Rachel
Updated over a week ago

How do I set up a recurring profile?

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Written by Rachel
Updated over a week ago

How do I edit a payment on an invoice?

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Written by Rachel
Updated over a week ago

What is auto-billing?

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Written by Rachel
Updated over a week ago

What is a line item on an invoice?

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Written by Rachel
Updated over a week ago

How do I record a refund given to a customer?

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Written by Rachel
Updated over a week ago

How do I bill certain expenses to my customers?

Add billable expenses or import time entries into invoices
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Written by Rachel
Updated over a week ago

Will archiving an invoice exclude it from my reports?

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Written by Rachel
Updated over a week ago

What is an Invoice Quality Score?

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Written by Rachel
Updated over a week ago

How do I track invoice views?

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Written by Rachel
Updated over a week ago

How do I specify the due date on an invoice?

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Written by Rachel
Updated over a week ago

How do I save an item or task for use on future invoices?

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Written by Rachel
Updated over a week ago

How do I send receipts instead of invoices to my customers?

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Written by Rachel
Updated over a week ago

How do I record partial payment of an invoice?

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Written by Rachel
Updated over a week ago

How do I pause an active recurring profile?

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Written by Rachel
Updated over a week ago

How do I import my existing invoices into ZipBooks?

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Written by Rachel
Updated over a week ago

How do I sort or filter my invoices and estimates?

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Written by Rachel
Updated over a week ago

How do I delete multiple invoices or estimates at once?

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Written by Rachel
Updated over a week ago

How do I create an estimate?

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Written by Rachel
Updated over a week ago

How do I change the currency on each invoice?

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Written by Rachel
Updated over a week ago

How do I change the default info on my invoices and estimates?

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Written by Rachel
Updated over a week ago

How do I change the accent color on my invoices?

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Written by Rachel
Updated over a week ago

How do I record a manual payment for an invoice?

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Written by Rachel
Updated over a week ago

How do I archive invoices?

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Written by Rachel
Updated over a week ago

How do I add one-time charges to a recurring profile?

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Written by Rachel
Updated over a week ago

How do I add automatic reminders for invoice payments?

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Written by Rachel
Updated over a week ago

Can I create an invoice template in ZipBooks?

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Written by Rachel
Updated over a week ago

How to apply a discount to an invoice?

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Written by Rachel
Updated over a week ago

How do I add sales or other taxes to an invoice?

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Written by Rachel
Updated over a week ago