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How do I create an invoice?

By: Zibster Support Hub

How to Create and Send Invoices in Zibster

Creating and sending invoices in Zibster is simple and efficient. Invoices allow you to collect payments for sessions, services, products, and custom charges directly from your Zibster dashboard. This guide walks you through creating a new invoice, adding items and details, and sending it to your client.

STEP ONE

Log into your Zibster account and click on QUOTES & INVOICES in the left-side menu.

STEP TWO

Click INVOICES at the top of the screen. This section displays any existing invoices and gives you the option to create a new one.

STEP THREE

Click NEW INVOICE.

You will see a live preview of your invoice layout.
Key details to know:

  • The invoice number is automatically generated

  • All invoices use the same colors and layout style

  • The invoice uses the logo saved in your Global Branding settings

  • The logo cannot be changed per invoice

  • If no logo is uploaded, your business name from Global Branding will be shown instead

As you continue building the invoice, the preview updates automatically to reflect the items and details you add.

STEP FOUR

Click EDIT to build out the invoice.

You can configure the following sections before sending the invoice to your client:

  • Items

  • Contact

  • Shipping

  • Payment

  • Other Details

  • Thank You

  • Email Automation

Items

Add line items and pricing to your invoice. You can select products or services from your Ecommerce store, or add Custom Items, such as a remaining balance, retainer, or one-time charge

Contact

Select the client you are sending the invoice to. You can choose an existing contact or create a new contact directly from the invoice.

Shipping

Choose No Shipping or apply shipping charges that have already been set up in your Ecommerce settings.

Payment

Set the invoice due date and choose whether clients are allowed to make partial payments toward the total balance.

Other Details

You can add reference information, custom notes, and your Terms & Policies.

Thank You Message

Include a custom thank-you message that will appear on the invoice your client sees.

Email Automation

Set up automated emails for Payment reminders, Due date notifications, Follow-up messages. Using email automation helps ensure consistent communication and reduces the need for manual reminders.

Pro Tip

Setting up email automations helps you stay on top of payments without having to send reminders manually.

Learn More About Email Automations for Invoicing

FINAL STEP

Click SEND in the top-right corner of the invoice builder.

Review and customize:

  • The recipient’s email address

  • The email subject line

  • The message sent with the invoice

When ready, click SEND again at the bottom of the invoice builder.

Send Invoice Button

Invoice Message Details

CONFIRMATION

After the invoice is sent, you will see a confirmation message immediately.

WHAT YOUR CLIENT SEES

Your client receives a notification email letting them know their invoice is ready. The email links to a professional invoice styled with your Zibster branding, including:

  • A clear breakdown of charges

  • Your business details and branding

  • A secure payment option

Invoice Notification Email

Example of an invoice notification email a client receives after an invoice is sent.

Invoice With Payment Field & Details

Example of an invoice with a credit card payment option.

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