How do I schedule my Zeller Invoices?

To begin scheduling your invoice, log in to your Zeller Dashboard.

1. Go to Invoices on the navigation menu. 
2. Select the + Invoices button.  
3. Customer
   
   1. Select an existing contact or create a person / business to send your invoice to. 
   2. Enter the payee email. 
4. Title
   1. Enter a title for your invoice. 
   2. Enter a custom message. This is optional and will appear at the top of your invoice. 
5. Items
   1. Click + Line Item
   2. Search pre-created items from the drop-down list or type an item below. 

   3. Enter Unit Price

   4. If desired, select the Per Qty icon to enter quantity or adjust the unit of measure to Day or Hour

   5. Enter a description. (optional)

   6. Toggle on VAT applicable if the item includes VAT

   7. Click Add Discount to select pre-created discounts from the drop-down list

       

6. Select your preferences in the Schedule section:

1. 1. Select the invoice date and payment terms. 
   2. Select the due date.
   3. Toggle on Schedule Send. 
   4. Select the date for the invoice to be sent. (This date must be before the due date).
      
      

The Zeller Invoice will have the status of Scheduled in your list until they are sent. 

If you have any further questions around Zeller Invoices, please get in touch with our Support team.