Getting Started with Zibster Invoicing
Zibster Website Packages include access to the Quotes & Invoices tool, which allows you to create professional invoices and let your clients pay for your products and services online. This quick-start guide will walk you through the essential setup steps and provide links to detailed articles so you can begin using Invoicing with confidence.
STEP ONE
Set Up How Clients Can Pay, And Configure Tax & Shipping
Before sending your first invoice, it’s important to set up the way your customers can pay and, if needed, your sales tax and shipping rates. Completing these settings ensures your invoices calculate totals correctly.
Use the guides below to complete your setup:
STEP TWO
Add or Update Your Branding
You can apply your logo and business information to your invoices. If you’ve already set up your branding while building your website, you can skip ahead to Step Three.
To edit your invoice branding, click the BRANDING tab in the right-side menu and upload your logo and enter your business info.
STEP THREE
Create Your First Invoice
Once your payment settings and branding are set, you’re ready to start creating invoices. You may want to create a test invoice and email it to yourself first to see exactly what your clients will receive.
