Invoice a finished job
- In Jobs, open Completed and press Invoice on the job. Or go to Invoices, where Ready to bill lists jobs finished in the last 60 days with no invoice.
- The lines fill in from the accepted estimate, or else the job's amount or the service's price. Change anything you need.
- Choose when it's Due: On receipt, or 7, 14 or 30 days after it's written.
- Press Save and send, or Save draft.
If texting and email aren't connected yet, the invoice waits in Follow-ups under Ready to send, and so do receipts.
To bill something that isn't a job, press New invoice on Invoices, choose the customer, and press Start invoice.
Tell customers how to pay
Payment happens between you and your customer. Zome keeps track of it. The customer's invoice page shows How to pay, using what you write in Settings, under Getting paid, in How customers pay you. Only list what you really accept. If it's empty, invoices say to pay the way you agreed, with your phone number.
Record a payment
- Open the invoice.
- Choose Paid by: Cash, Check, Card, Bank transfer or Other. Add a note if you like, such as a check number.
- Leave the box ticked to send the customer a receipt.
- Press Record payment.
Recorded by mistake? Press Mark unpaid. To cancel an invoice, press Void. The customer's link then says it was canceled. Paid and voided invoices can't be changed.
Keep track
Invoices shows Waiting to be paid, Past due and Paid this month, with tabs for Unpaid, Paid, Drafts and All. On an invoice, Copy link and Customer view show what the customer sees, and Send again resends it.
Invoice reminders
If an invoice is still unpaid three days after its due date, the customer gets one friendly reminder with the link. Invoices due on receipt never get one. To turn it off, go to Follow-ups, Automations, and switch off Invoice reminders.