How do I create an invoice with Zeller?

Draft, preview and send invoices from your Zeller Dashboard.

Zeller allows you to create detailed invoices that are sent directly to your customers to receive online payments. 

To get started, login to your Zeller Dashboard:

1. Go to Invoices on the navigation menu. 
2. Select the + Invoices button.  
3. Customer
   
   1. Select an existing contact or create a person / business to send your invoice to. 
   2. Enter the payee email. 
4. Title
   1. Enter a title for your invoice. 
   2. Enter a custom message. This is optional and will appear at the top of your invoice. 
5. Items
   1. Click + Line Item
   2. Search pre-created items from the drop-down list or type an item below. 

   3. Enter Unit Price

   4. If desired, select the Per Qty icon to enter quantity or adjust the unit of measure to Day or Hour

   5. Enter a description. (optional)

   6. Toggle on GST applicable if the item includes GST

   7. Click Add Discount to select pre-created discounts from the drop-down list

      1. For more information on how to create discounts, view here.

6. Schedule
   1. Confirm the invoice issue date using the date selector. This is the date that appears on the invoice and can be back-dated if required. 
   2. If Custom is selected, the due date field will become active for you to confirm using the date selector. Confirm the payment terms using the drop-down list. This specifies the terms of when the payment will be due relative to the invoice date.
7. Email
   1. Review and edit the email subject and body being sent to your customer. The link for your customer to pay is automatically added to the bottom of this email.
   2. CC and BCC any additional recipients.
8. Click Send once you are ready to submit the invoice. 

Your invoice can also be reviewed further by selecting Preview or you can come back to it by clicking Close and saving your draft. 

Once your invoice is sent, it will be received by your customer with in a few minutes and appear in your invoice list. 

At this stage, the maximum amount you can invoice is $50,000. 

If you require further assistance or have any additional questions about Zeller Invoices, please get in touch with our Support team.