The Invoices module in ZevBit allows you to manage billing, track payments, and monitor the financial status of your projects.
Users can generate invoices either from the Invoice module or within a project using two methods: manual and automatic.
In the manual method, users can directly create an invoice by going to the Invoice module and generating it without linking it to any estimate.
Alternatively, invoices can be generated automatically through signed estimates. While creating an estimate, users can set payment terms, which will trigger automatic invoice generation. This ensures that billing is consistent, structured, and directly tied to the work being performed.
How Invoices Work
Manual Invoice
In Zevbit, users can create invoices manually without relying on a signed proposal or predefined invoice schedule.
Go to the Invoices Module
Select Client and Project
Open Project Invoicing Page
Add a New Invoice
Enter Invoice Details
Save and send the Invoice
Automatic Invoice
Invoices in ZevBit follow a structured workflow:
A proposal (estimate) is created to send to the customer
An invoice schedule is generated based on your company settings and payment terms
The customer signs the proposal
Invoices appear in the Invoices module
Payments are recorded and applied to invoices
A project summary can be shared with the customer
This process allows your team to track billing from the initial agreement through final payment.
Each project may include multiple invoices
This structure gives you full visibility into how much has been billed, paid, and remaining. Besides, it’s fully customizable based on your company’s needs, and you can set up predesigned templates for specific project types.
What You Can Do in the Invoices Module
From the Invoices module, you can:
View all project invoices in one place
Track invoice statuses (Not Due, Due, Overdue, Paid)
Search and filter invoices
Open project-level financial details
Record payments against invoices
Monitor paid, balances, and overdue amounts
Metric | Description |
Total Project | The total value of the project based on the signed estimate, including any approved changes. This represents the full amount expected to be collected. |
Amount Paid | The total amount received from the customer across all invoices. This reflects actual cash collected. |
Remaining Balance | The portion of the total project value that has not yet been paid. This includes both current and future payments. |
Amount Due | The portion of the balance that is currently expected based on invoice timing. These are payments that should be collected now. |
Amount Overdue | The portion of the balance that has passed its due date and has not been paid. These are late payments that require attention. |
Project-Level Details
By selecting a customer or project, you can access a detailed financial view that includes:
The original estimate
Invoice schedule
Payment history
Paid and unpaid invoices
This gives you complete control over billing and payment tracking for each project.
Sharing Information with Customers
You can generate and send a Project Summary to customers
Send invoice(s) to the customer
Send receipt(s) to the customer
