Zibster Invoices is a great tool to use to send customers a custom bill for products or services. You can create a custom invoice in just a few quick steps in your E-Commerce too. This guide will walk you through the steps of creating a new invoice in your Zibster account.
Creating an Invoice with Zibster
STEP ONE
Log into your Zibster account and click on Quotes & Invoices in the left side menu.
STEP TWO
Click on INVOICES in the menu at the top and center of your Zibster control panel.
STEP THREE
Click on NEW INVOICE
STEP FOUR
Click EDIT and Build Your Invoice
You can configure the following options with the Invoice tool:
- Items
- Contact
- Shipping
- Payment
- Other Details
- Thank You
- Email Automation
ITEMS
This section allows you to create custom items or add existing products and services from your ECommerce to include with your Invoice.
Pro Tip: Use existing Products & Services to save time on setting up new invoices if you're charging clients for items you offer on a regular basis.
If you choose a Custom Item, you'll be able to enter the Line Item Name, Description, Quantity, Price, Taxable, and Shipping for that line item. Once you've put in your selections, simply click on add item to add the custom line item to your invoice.
FINAL STEP
Click on the SEND button at the top, right side of your invoice builder.
You can review your contacts email address and add a custom subject and message to your invoice email.
Once you're ready to send the invoice, you can click the SEND button at the bottom of the invoice builder.
After you've sent your invoice out, you'll get a confirmation message like the screen shot below.