In ZevBit, invoices are organized using payment terms, which define how a project’s total cost is divided into multiple payments.

These terms are created during the proposal (estimate) stage and determine how and when invoices are issued throughout the project.

What Is an Invoice Schedule?

An invoice schedule is a breakdown of the total project value into multiple payment stages (milestones).

Each stage represents:

A portion of the total project cost
A specific point in the project timeline
A separate invoice

Invoice payment terms are configured in the Estimate module, specifically in the View and Send Proposal Process

Example

A project may include:

Deposit at signing
Payment when the project starts
Payment at 50% completion
Payment at 80% completion

Each of these becomes a separate invoice once the proposal is signed. These terms are fully customizable, and you can set your own descriptive payment milestones to align with your business processes and project delivery model.

How Invoices Are Triggered

Invoices are not automatically sent at fixed times by default. Instead:

Invoices are created based on the payment terms
You turn them into actionable items when the project reaches a certain stage

There is an automation rule you can set up in the general settings/invoices.

Role-Based Action

Users such as:

Admin/Office
Project Manager
Or any other user who got the permission from the settings

can decide when to:

Send an invoice
Request payment
Record a payment

based on project progress, or if the customer wants to make a manual payment in your offices.

How Invoice Schedules Appear in the System

Once a proposal is signed:

The invoice schedule appears in the Project Invoicing page
Each scheduled invoice is listed under:
- Unpaid / Partial Paid Invoices

Each invoice includes:

Name (based on payment term)
Percentage of payment
Amount to pay
Status (Not Due, Due, Overdue, Paid)
Due date
Balance

Invoice schedules can be adjusted at the project level.

Relationship to Settings

While invoice schedules are defined in the estimate. There are also general settings for invoices found in:

Settings → Invoices which control:

How many days from the Invoice Date until it becomes Overdue (e.g., Net 7, Net 30)
Due date behavior
Automated emails and reminders
Invoice and receipt automation

Flexibility of Invoice Schedules