From your Dashboard go to Settings (Gear icon on the bottom left of the screen)

Under the Client billing section click on Invoicing settings

This action will open an invoice template where you can set up your invoice appearance, and data that will populate for each invoice you create.

In the first part of your invoice template creation, you can choose what colors you want your invoice to have. To choose a color, click on the colored field, and a pop-up will open when you get to the scroll bar and choose the shade you wish. Click the select button when you are done.

The next thing you can set up are dates - default issue and default due date. We recommend setting this up as you usually do (eg. issue date - date the invoice is created, due date - 7 days after issue date), but notice that you can change these dates on each invoice you create if you need to.

Below the dates, you will see 2 options to choose from - show your logo on the invoice and let your customer add a tip for your team.

Note: The tipping section is only available when a credit card processor is active in ZenMaid.

Your logo will be populated from your Company Settings page, so if you tick the box for showing your logo on the invoice make sure your logo is uploaded to your Company Settings page.

In the header of your invoice, you can see your company info, which is also populated from your Company Settings page. Here you can adjust your information by clicking on Company Settings shown with the green arrow on the previous screenshot.

On this page, you can set your company's info, such as name, address, email, phone number, and upload your logo.

After you set up the visual part of the invoice, you can go on and set up things like Service Details, Payment Details, and a message for your customers, directly on the template. Fields that can be edited are marked with a small pencil icon.

As you can see in this screenshot, we recommend using variable {{appointment.address}} for the auto-generating service address of the appointment. This recommendation is valuable for people who have customers that have different billing and service addresses since the billing address is auto-generated and can not be edited in the invoice.

Another recommendation is using variable {{invoice.payment_link}} to auto-generate the credit card payment link in the Payment Details box. If you need variables for PayPal, Venmo, etc, feel free to reach out to support. You can also add your bank direct or transfer payments by listing your bank account information.

After your invoice template is set up, do not forget to click on the Save Changes button.

If you scroll down on the same page you will find Invoice Payment Page Settings. Here you have 2 options:

1) You can set the message to show up above the credit card field when your card processing is active (Customers are allowed to pay invoices by credit card)

To allow your customers to pay invoices by Credit Card, you'll need to tick the option Allow my customers to pay invoices by credit card. You'll also need to activate the integration with Stripe or Square. To learn how to do this, read this article

2) When your card processing is inactive, you can put your PayPal, Venmo, bank information, or a custom payment link.

3) If you accept checks or want to provide specific instructions without any links, you can add a special message to show along with the invoice. A message here will not show credit card processors or Venmo/Paypal links.

Here is how the custom message setting will look to a customer:

In this field, you can add more payment options to your invoice template.

After setting up your Payment Settings you can also set up Communication settings.

Here you can add the email address you want to CC and BCC for invoicing emails (see this article), and also the message that will be sent along with your invoice.

When you are done setting this up, please click on the Save Changes button.