Zeller Invoices
      Back to home
      1. Support Centre
      2. Zeller Products
      3. Zeller Invoices

      What actions can I take with my invoice?

      Make adjustments to your invoice once it has been drafted or sent.

      You can perform additional actions on your invoices by accessing them from your history. 

      To get started, login to your Zeller Dashboard:

      1. Go to Invoices from the navigation menu. 
      2. Select an invoice from the list.
      3. Click Actions. 

      The options available are different depending on the invoice status. 

      Action Description Invoice Status
      Edit Invoice Make changes to the invoice recipients, contents, items, or schedule before sending. 
      • Draft
      • Overdue
      Delete Invoice Remove the invoice from your drafts and history. 
      • Draft
      Send Reminder Send an email to your customer reminding them to pay their invoice. 
      • Overdue
      Cancel Invoice Cancel the invoice pending payment. This cannot be undone. 
      • Overdue
      Download PDF Download a copy of your invoice to save for your records. 
      • Draft
      • Paid
      • Overdue
      Duplicate Make a copy to send to a new customer. 
      • Paid
      • Overdue
      Record Payment Add a partial or full payment with notes attached. 
      • Overdue
      Mark as paid  Close the pending invoice. A payment of $0.00 will be recorded.
      • Overdue
      Resend Your customer will receive the invoice email notice again. 
      • Overdue
      Copy link Copy a direct link to the invoice payment screen to share. 
      • Overdue

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