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How do I use the Invoicing feature?

It is quick and simple to send an invoice through ZenSales to any of your customers!

Just locate the "+Create Invoice" button when on your ZenSales dashboard. The New Order modal will appear.

If you are creating an invoice for an existing customer just start typing in their name.
If you are creating an invoice for a new customer you will need to have at least your customer's email address to create the invoice within our system. 

Any additional customer information (including name and shipping address) can be filled out by your customer when they pay for their invoice.

Once you have filled in the customer's email address and the order information just select to "Send Invoice". 

Your invoice will automatically appear on your Orders Dashboard!

Once your customer's invoice has been paid then the status will automatically update to "Ready to Ship". 

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