Viewing and Editing Invoices

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Invoices are the bread-and-butter of your accounting with Zipi. Our invoicing options are specially formulated for modern real estate brokers.

We recommend, where possible, users should add all the relevant contacts and services / products of a transaction first before creating invoices. This helps keep your accounting operations neat and avoids accidental duplication.

In this article, we will cover:

Viewing Invoices

  1. In the left navigation menu, go to Sales > Invoices

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  2. This takes you to the Invoices page 

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  3. You can view the following for each invoice:
    • Invoice Date
    • Invoice#
    • Customer
    • Reference 
    • Status
    • Due Date
    • Payment Status
    • Total Amount
    • Balance
    • Action
  4. Click on any invoice to view its details

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  5. You have the following options:
    1. Void: This option is only available for unpaid invoices 
    2. Edit: This option is only available for unpaid invoices
    3. Download PDF
    4. History
    5. Apply Credits: This option is only available if the customer has any Credit Notes. Read more at: How to Create a Client Credit Note 
    6. Send Invoice
    7. Record Payment
    8. Charge Customer
    9. Related Deals: You can expand this section to see any associated deals
    10. Related Journal Entries: You can expand this section to see relevant journal entries

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Filtering Invoices

You can filter you invoices based on the Invoice and Payment Statuses. 

  1. Go the Filter dropdown at the top right of your screen

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  2. Choose the statuses from the dropdown

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  3. The invoices displayed will update based on the chosen status(s)

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Sorting Invoices 

You can sort your invoices in ascending or descending order based on:

  • Invoice Date
  • Invoice #
  • Customer
  • Status
  • Due Date
  • Payment Status
  • Total Amount
  • Balance 

You can do that by clicking the arrow next each header's name, as shown below.

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Editing Invoices

  1. Click the overflow menu in Actions

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  2. Select Edit from the dropdown

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    Note: You cannot edit Paid invoices. The Edit option will be disabled. 
  3. This will open the Edit Invoice page

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  4. You can change anything except the Customer, this field is disabled 
  5. Once you make your changes, click Save and the invoice will update

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