Customize your Invoice
Locate the
icon at the bottom left part of the page.Under the "Client Billing" section, click on Invoicing settings.
Newly created accounts are provided with a standard template (see below). Customize this template to align with your company's branding.
On the top part, you'll find three boxes where you can change the color of your invoice.
Click the colored box to open the color selection window. Enter a color code directly, or use the sliders to choose a color.
Right below the color boxes, you'll find the following fields:
Default issue date: You can choose between the date the invoice is created and the date of service.
Default due date: You can choose between several options for the due date; from the same date the invoice was issued up to 90 days.
Show your logo on the invoice?: You can display your logo on the invoice. You must upload it here.
Let your customers add a tip for your team?: If you want to reward your cleaners with a tip, leave this option open for your clients.
Do not display tax lines.
Company Settings
Your invoice includes the following information about your company. This information needs to be updated from the Business Details page.
🟪 The logo of your company. Our invoice works better with squared-size images and the recommended size is 300x300 px.
🟥 The name of your company.
🟦 The address of your company.
🟩 Phone number and email address of the company.
The invoice template also has some parts that can be edited to your liking. You'll note them because they have a pencil icon.
🟩 Service Details: Allows you to describe your services. For example, you can enter 'Residential Cleaning Services' or other relevant information. This field is editable both here (which will be applied to all future invoices) and on individual invoices.
If your customer's billing address is different from the service address, you can use the variable {{appointment.address}} so the system pulls out the address and populates it when generating the invoice. i.e.
🟪 Payment Details: This section is commonly used to provide details for payment options ZenMaid currently does not support, like ACH. You can put your bank details there so your customer can pay via transfer.
🟥 Thank you message: You may customize it to your liking.
🟧 Additional Text Box: You may include here whatever you feel is important for your client.
The options are endless, let your creativity shine! (no cleaning-pun intended)
Once you are done with customizing your template, click the
button right below the invoice template. Failing to do so, will lose all your edits.
Invoice Payment Settings
When card processing is inactive
If you don't have a credit card processor connected, your account will be defaulted to "When card processing is inactive".
Here you can add additional payment methods. Learn how to add them in this article.
Custom Title and Message
If you want to give additional instructions to your customers, you can use these fields. However, note that including information here will take precedence over the payment options you previously added (Venmo, PayPal, etc).
Without custom title and message
It will include the logo of PayPal and Venmo and they will be clickable icons. A good option for when you need the customer to pay through a link.
With custom title and message
It will be a text box and links will not be clickable. A good option for when you need to provide extra instructions to customers to process the payment, for example, if you receive checks.
When card processing is active
If you have a card processor connected to your account (Square or Stripe) and would like to allow your customers to pay their invoices online, you need to check this box:
Selecting this option will take precedence over the additional payment details. You can't have both options active, so choose whatever you think will benefit you/your customers the most.
Communication Settings
The last section you can customize is the communication settings.
Default CC
You can designate a CC to also receive all the sent invoices, like your company's email.
Default BCC
If you want to make sure your clients are getting their invoices, you can BCC yourself here.
Default message
If you want to change the text that will be included in the email attaching the invoice, change it from the default message.
Lastly, remember to click the Save Changes button.
Additional Notes
The tipping section is only available when a credit card processor is active in ZenMaid.
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