Guide 11

Make an invoice

Invoice from the driveway, not from the weekend

The problem

The work is done and you want paying this week. An invoice written in the truck before you drive off gets settled sooner than one promised for Sunday.

What Zeus does

Same orange Create button as the quote, items from your Price Book. Preview the PDF, then email or export it, and it lands on the job.

Do this

Start on Invoice

  1. Create

    From Home, or from the job page

  2. InvoiceQuote or scratch

    Pick the job

  3. Neil Chartrand · Interior Repaint — whole home

    Pick the job

  4. Add Item

    Start typing, and your Price Book answers

  5. Type intoType or Pick from Price Book

    Type a few letters

    Make an invoice, Type or Pick from Price Book
  6. 1/2" Drywall Sheet 4x8

    Price and unit fill automatically

  7. Add

    To insert the line

  8. Save & Preview

    Save and Preview: look it over, then email or export it

    Look at Email Invoice

    Make an invoice, Save & Preview
  9. Docs

    The invoice lands under Docs

    Make an invoice, Docs

You now have

Sent from the driveway, and filed under the job's Docs.

All 10 guides in Quotes, invoices & money in