To create and Send an invoice to your client in Zno Manager, you will want to start here: https://cloud.zno.com/software/manager/invoices
Create an Invoice
Select “New Invoice” in the upper right hand side.
From here, you will be asked to select or create a client.
We provide Blank Invoice and Common Invoice (You can start with a template).
You can start with a blank invoice or use a template that you will need to adjust to fill the needs of your particular service. You can add a note or additional services.
Set up payment options
If you scroll to the bottom, you can split the payment evenly in however many payments you wish to add.
On the left hand side, you can turn “Payment Reminders,” to automatically send your client payment reminders.
There is also a section for accepted payment types, this will be where Stripe or PayPal will be listed. You can set that up by clicking the link shown here.
Customize your invoice
If you wish to bring a design into your invoices, you can customize the look by clicking on the Design Tab on the left. You can use one of our images or add your own!
Once you are satisfied with your invoice, you can select “Preview” in the upper right hand corner to see how it will look for the customer.
Send your invoice
Once you decide that your invoice looks correct, you can X out of the preview and hit “Send Invoice” in the upper right hand side.
From here, you will be taken to an e-mail template where you will set up what the customer sees before clicking on the invoice. The template is on the left and the real view is on the right.
When you have this how you like, you will hit “send.”
This takes you back to the invoice where the option in the upper right will now say “Done.” Click that when you are all set!’
Your invoices will now show a status of Unpaid once they are sent, and Paid once the customer pays. Draft is the invoice status before you send it to the customer.
If you have any questions, please give us a call at 1-888-966-9539 or send an email to support@zno.com.