How to create an Invoice
In the left side menu, locate the Scheduling icon 
to go to your calendar. You can choose your preferred view by hovering your mouse over the icon.
You have a couple of options to generate the invoice:
Actions button
Find the appointment you want to invoice in your calendar, and click it.
In the top right of the pop-up window, click "Actions," then "Invoice Customer..."
Billing section
On the same appointment pop-up window, scroll down to the billing section, you have two options to create an invoice:
Using the 'Billing actions' button > 'Create invoice'
Using the 'Send an invoice and reward your cleaners with tips' button.
Edit your invoice
A pop-up window will appear displaying your client's and appointment information. Edit the invoice format in Invoicing Settings (the format is based on your current settings).
The invoice has editable parts that you can configure to your linking, among the parts that can be edited are:
Invoice # – This number is automatically generated depending on how many invoices you have previously generated. If you manually change this number, the next invoice will be +1 to the number you selected.
Issued date – It will automatically be the date you create the invoice. You can change it here.
Due date – It will depend on the settings you selected on your invoicing settings.
Service details – Where you can write anything specifically for the appointment. For example, if the service address is not the same as the billing address of your customer (billing address is always auto-pulled and cannot be edited) you can use the variable {{appointment.address}} in the Service details box, and that way the alternate address gets pulled so there you can have an address where you actually delivered your service. This can be set on your Invoicing page and here is the article showing how to set it up.
Description – In this field, you should list the services you are charging, their price, and quantity. By clicking on the +Add line item you can add more services you provided.
Thank you message – You can edit it to your liking.
Send or print the invoice
Once you finish editing the invoice, click on 'Save invoice' and a new pop-up window will display.
You can choose wether to send the invoice or print it.
Send the invoice will allow you to do it via email to the email address in the profile, you can also add a CC* or a BCC**, or via SMS (only if the customer has a phone number listed).
Print the invoice will allow you to save it as a PDF document to share it with your client outside of ZenMaid, or phisically print it.
*CC stands for Carbon Copy and will send the same email to the listed email address. All the involved people will see the email address of the CC.
**BCC stands for Blind Carbon Copy and will keep the email address private for all the involved people.
Once you finish editing the invoice and have made sure that the email address is correct, click on send and a pop-up window confirming the submission will appear.
Tracking an invoice
There are a couple of ways to track an invoice:
From Contacts
If you remember the name of the client you invoiced and would like to follow up, go to all contacts using the icon 
.
Locate your client using the search bar or scrolling through the contacts list.
Once you find the client, click on their name and scroll down to the 'Invoices' section.
There you'll see the invoices generated for this specific customer.
From All Invoices
To see all your invoices in one place or if you don't recall the client's name, use the icon 
to go to All Invoices.
On the next page, you will find all the invoices that have been generated and you will be able to filter them between pending, paid, or voided.
Regardless of the option you choose, you can:
Hover over the icon
to see when and to whom the invoice was sent.
Resend the invoice, see the PDF, mark the invoice as paid, or void the invoice using the Actions button.
Additional notes
Invoices must be manually generated, this step cannot be automated.
A generated invoice cannot be edited, you must void it and create a new one.
Tipping is only available if you have a credit card processor connected to your ZenMaid account.
If the customer's email address does not automatically populate, make sure they have turned on to receive automatic emails on their contact profile. (Is a checkbox below the email address field)
All invoices will be sent from our email no-reply@zenmaid.com unless you set up your company email address (you must own the domain). Send an email to support@zenmaid.com to get help for completing this change.
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