Invoicing

Create an invoice

Create an invoice from completed work so you can bill the customer fast and keep cash moving.

Owner/AdminQuotes, Invoices & PaymentsInvoicing4 minutesLast reviewed Mar 22, 2026Reviewed 1 days ago
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Before you start

  • The customer and job are already in Zentive.

What you'll do

You will create an invoice, review the amount due, and send it to the customer.

Do this

  1. 1

    Open Invoicing

    Go to the invoice area and start a new invoice.

  2. 2

    Choose the customer or job

    Attach the invoice to the right customer and completed work.

  3. 3

    Review totals

    Check services, expenses, taxes, and discounts before sending.

  4. 4

    Send the invoice

    Send the invoice through the available Zentive delivery option.

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Include your business name, account email, what you were trying to do, what happened instead, and a screenshot if possible. For billing, sync, or login issues, include the exact error message if shown.

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