Zubifi Documentation

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Customer: Invoices

You can create invoices within Zubifi. An invoice is similar to an estimate except that it creates accounting entries. The invoices are available in the Transactions area.

Creating an Invoice

To create a new Invoice click the PLUS icon in the upper right corner of the screen (beside the user icon). Then select “Invoice” from the menu. Then make sure to select a contact (or create a new one) and fill out the other fields as appropriate. You can set terms and a due date for the invoice if so desired.

INVOICE NUMBER The invoice number is defaulted to an auto-generated value starting with IV00001 and incrementing by one. You can change this value to meet your own needs.

MEMO The memo line is normally not included on the document when it is printed or emailed, but you have the option to incude it by checking the box labeled “Visible to Customer?” and saving the document. This will print the memo at the bottom of the PDF document.

LINE ITEMS You can have multiple line items. The default shows up to 5 but you can add more lines by clicking the “Add Line Items” link under the table. Each line item requires you to add a Product or Service and enter both a quantity and amount in order to be properly added to the document. The tax rate is automatically selected by first looking at the contact's individual settings and if not set then reverting to the company settings.

CUSTOM FIELDS Invoices support custom fields that can be set under the Settings menu. You can add up to 20 custom fields that will be available to all invoices.

EMAIL & PRINT QUEUES You can opt to include the document in the print or email queue list by checking the appropriate box in the Add to Queue area at the top of the line items box. To view and manage your queue click the Bell icon at the top of the screen (beside the user icon) and select the appropriate queue (email or print) to manage.

Linked Items

If an invoice is related to another document then the related documents will show at the bottom of the page. For example, if the invoice was paid then you would see the related payment in the Linked Documents section.

Once an invoice has a related document attached the invoice has limited items that can be changed without first unlinking it from the related document.

Other Actions

Once an invoice has been created there are several additional actions you can perform. These include:

  • Print to PDF
  • Send as Email
  • Create a Copy

The actions are available beside the Save button at the top of the screen in the dropdown menu. In addition, you can add attachments to invoices.

Visit our main web site at www.zubifi.com

customer/invoices.txt · Last modified: 2019/09/30 15:47 by admin