<img height="1" width="1" style="display:none" src="https://www.facebook.com/tr?id=2124661978026233&amp;ev=PageView&amp;noscript=1">
Skip to content
English
CLIENT PORTAL Sign in
CREATE A SUPPORT TICKET
  • There are no suggestions because the search field is empty.

Accounting: Creating New Invoices

Once the job is complete, the invoice is what turns your work into revenue. It shows the customer exactly what was done, what it costs, and what they owe—clearly and professionally.

What Is an Invoice?

An invoice is a detailed request for payment that includes:

  • Services performed

  • Parts and materials used

  • Labor costs

  • Taxes and totals

It’s typically created after a job is completed or ready for billing.

How to Create a New Invoice (Desktop)

  • Go to Accounting

  • Click Invoices

Invoice17 Pn

  • Select + New Invoice

Invoice18 Pn

Step 1: Associate the Customer

Start by linking the invoice to:

  • Customer

  • Organization

  • Property

You can also associate:

  • Jobs

  • Quotes

  • Projects

💡 Once selected, billing and service details will auto-fill.

Invoice19 Pn

Step 2: Fill Out Invoice Details

Complete the required fields:

  • Invoice Date

  • Payment Terms

  • Due Date

  • Invoice Template

Step 3: Add Parts & Services

Click + Add and choose from:

  • Line Items

  • Bundles

  • Item Groups

  • Custom Line Items

💡 Best Practice:
Use bundles for installs or maintenance packages to speed things up and keep pricing consistent.

Important Note on Non-Billable Items

  • If added directly to the invoice → they WILL show in totals

  • If coming from a job/contract → they may NOT carry over

Make sure you review your totals before sending.

Step 4: Adjust Pricing (Markup & Discounts)

To edit a line item:

  1. Click the edit icon / menu

  2. Select Edit

From there, you can:

  • Apply markup:

    • Flat ($)

    • Percentage (%)

    • Multiplier (x)

  • Add discounts:

    • Percentage (%)

    • Fixed amount ($)

Step 5: Taxes & Totals

Zuper will automatically:

  • Calculate totals

  • Apply taxes

  • Adjust based on discounts and markup

⚠️ Keep in mind:

  • Custom tax items may override global discounts

  • Mixed tax settings can affect totals

Step 6: Add Attachments

Upload anything relevant:

  • Job photos

  • Signed agreements

  • Scope documentation

Step 7: Save the Invoice

Click Save as Draft to save your progress.

Invoice21 Pn

Once finalized, send the invoice to the customer for payment.

What Happens Next?

After sending:

  • Customer reviews the invoice

  • Payment is made (full or partial)

  • Invoice status updates in real time

Creating an Invoice (Mobile App)

Your technicians can also create invoices directly from the field.

Steps:

  1. Open the Zuper Mobile App

  2. Navigate to the Job

  3. Go to the Invoice or Line Items section

  4. Tap Create Invoice (or similar action button)

  5. Review or add:

    • Parts & services

    • Pricing

    • Notes

  6. Save or send the invoice directly to the customer

💡 Best Practice:
Have techs generate invoices immediately after completing the job to speed up payment collection.

Summary

Creating invoices in Zuper allows you to:

  • Capture revenue accurately

  • Keep billing consistent

  • Get paid faster

It’s the final step in turning completed work into cash.

Pro Tips

  • Create invoices immediately after job completion

  • Double-check pricing before sending

  • Use bundles to simplify billing

  • Encourage field techs to handle invoicing on-site

What’s Next?

👉 Learn how to record payments and manage outstanding invoices.