Summary:
This guide walks you through how to access and personalize your invoice settings in ZenMaid to match your business branding and payment preferences.
Accessing Your Invoice Settings
From the ZenMaid Dashboard, click on the ⚙️ Settings icon.
Under the "Client Billing" section, on the Your settings page, click on Invoice settings.
Customizing your Invoice
New accounts start with a default invoice template. You can fully customize this to match your company’s branding and communication style.
From the Invoice appearance and content section, click Customize.
From the Customize Invoice Appearance window, you can customize the following:
1. Logo:
Choose whether to display your company logo on the invoice. You can change your business address and name under your business details settings.
2. Brand Color:
Set a custom brand color using a HEX code (e.g., #e30000 for red), or select a color using the built-in slider.
3. Business details:
This section isn’t editable here, but any updates made to your company name, address, phone number, and email in the Business Details settings will automatically reflect on your invoices.
4. Default Issue and due Date:
Set how many days after the issue date the invoice will be due.
5. Invoice Tax Lines:
Choose whether to display or hide tax lines when the tax rate is 0%.
6. Invoice Document Title:
Change the title that appears at the top of your invoices.
7. Invoice Footer Notes:
Add a custom message at the bottom of every invoice.
This section allows you to add a custom message at the bottom of every invoice. It’s a great space for final reminders, payment instructions, or personal touches.
You can include payment links or details, such as links to Cash App, your bank’s payment portal, or any third-party service you use to accept payments. For example: https://cash.app/$YourBusinessName.
If your clients prefer to pay via direct bank transfer (ACH), you can also include your routing and account numbers here.
A warm thank-you message like “We appreciate your business!” or “Thanks for trusting us with your home” helps reinforce client relationships.
You can use this space to promote a referral program. For instance, “Refer a friend and get 10% off your next cleaning.”
It’s also helpful for soft reminders about payment timelines, such as “Payment is appreciated within 14 days to avoid late fees.”
Lastly, this section is a good place to restate your customer support line or email in case clients have questions about the invoice.
Once you're done customizing, head to the bottom of the "Customize Invoice Appearance" window and click the Save button to apply your changes.
Configuring Your Payment Methods
On the Payment methods section, you'll choose how you'd like your customers to pay their invoices.
In the Payment methods section, select one of the following options:
1. Online with credit card:
Allows clients to pay instantly through integrated payment processors (e.g., Stripe or Square). This is the most seamless option for online payments.
🟢 You can connect to Stripe or Square via the Credit card processing page.
2. External Payment Link:
If you're not using a credit card processor, you can allow your customers to pay through third-party services like PayPal, Venmo, or a custom link.
🔴 Do not add the “@” at the beginning. The system adds it automatically in the background.
3. Custom Payment Description:
Use this for any other online payment service (e.g., Zelle, CashApp, or your bank portal). Enter a full URL (e.g., https://payment.example.com/yourcompany)
Once you've selected your preferred option, click the Save changes button to apply it.
Enabling or Disabling Cleaner Tips Collection
In the Cleaner Tips Collection section, you can view whether tipping is currently enabled or disabled. To make changes, click the link to the Cleaner Tips Settings page.
Important:
The tipping section is only available when a credit card processor is active in ZenMaid.
Customizing Invoice Communication Settings
ZenMaid allows you to control how invoice notifications are sent to your customers via email and SMS.
To edit the invoice notification templates, please visit the following links:
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