How do I schedule my Zeller Invoices?

Creating your invoices in advance and scheduling their send date allows you to manage your workflow and reduce an end-of-month rush.

To begin scheduling your invoice, login to your Zeller Dashboard:

  1. Create an invoice following the steps in the Support Centre
  2. Select your preferences in the Schedule section:
    1. Select the invoice date and payment terms. 
    2. Select the due date.
    3. Toggle on Schedule Send
    4. Select the date for the invoice to be sent. (This date must be before the due date). 
  3. Configure the other details of your invoice and click Schedule

The Zeller Invoice will have the status of Scheduled in your list until they are sent. 

If you have any further questions around Zeller Invoices, please get in touch with our Support team.