How to make invoices with Zfactura?

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2024-01-10T09:30:22+00:00

How to Make Invoices with Zfactura

How to make invoices with Zfactura?

If you are a small business owner or self-employed, it is important to have an effective system for invoicing. A popular option is to use Zfactura, a billing management software that offers a number of tools to simplify this process. In this article, we explain How to make invoices with Zfactura? and we will guide you through the process step by step so that you can get the most out of this tool. With Zfactura, you can create professional invoices, manage clients and suppliers, and keep an organized record of all your financial transactions. If you are looking for a simple and efficient solution for your business billing, Zfactura may be the perfect option for you.

– Step by step -- How to make invoices with Zfactura?

  • Step 1: The first thing you should do is open the Zfactura application on your device.
  • Step 2: Once you are in the application, look for the “Create new invoice” option and click on it.
  • Step 3: Next, you'll need to fill out basic invoice information, such as the customer's name, issue date, and invoice number.
  • Step 4: After filling out the basic information, move on to adding the products or services you are billing. To do this, select the “Add item” option or similar.
  • Step 5: Once you have added all the products or services, review the invoice to make sure all the information is correct.
  • Step 6: Then, save the invoice and choose the “Send” option if you want to send it by email or the “Print” option if you prefer to have a physical copy.

FAQ

How do I make an invoice in Zfactura?

  1. Log in to your Zfactura account.
  2. Click "Create new invoice."
  3. Complete the customer and product or service information.
  4. Save the invoice and download it in PDF format.

How do I customize the design of my invoices in Zfactura?

  1. Go to the “Settings” section in your account.
  2. Choose the “Invoice Design” option.
  3. Edit the template with your desired logo, colors and fonts.
  4. Save the changes and your invoices will be personalized.

How do I send an invoice to my clients with Zfactura?

  1. From the list of invoices, select the one you want to send.
  2. Click on the “Send by email” option.
  3. Include the client's email address and a message if you wish.
  4. Send the invoice and Zfactura will notify you when it is opened by the client.

How do I register a payment in Zfactura?

  1. Find the invoice for which you want to record the payment.
  2. Select the “Payment Registration” option.
  3. Enter the date, payment method and amount paid by the customer.
  4. Save the record and the invoice will be marked as paid.

How do I generate a report of my invoices in Zfactura?

  1. Go to the “Reports” section in your account.
  2. Select the type of report you want to generate, such as pending or paid invoices.
  3. Choose the range of dates and/or clients you want to include in the report.
  4. Download the report in PDF or Excel format.

How can I integrate Zfactura with my e-commerce platform?

  1. Access the “Integrations” section in Zfactura.
  2. Find the e-commerce platform with which you want to integrate Zfactura.
  3. Follow the specific integration steps provided by Zfactura for that platform.
  4. Once integrated, you can automatically generate invoices from your online store.

How do I delete an invoice in Zfactura?

  1. Find the invoice you want to delete in your invoice list.
  2. Click on the “Delete invoice” option.
  3. Confirm the action and the invoice will be permanently deleted from your account.
  4. Remember that this action cannot be undone, so make sure you delete the correct invoice.

How can I make a backup of my invoices in Zfactura?

  1. Access the “Settings” section in your account.
  2. Select the “Backup and restore” option.
  3. Download the backup of your invoices in XML or PDF format.
  4. Save the backup in a safe place, such as on your computer or in the cloud.

How can I contact Zfactura technical support?

  1. Go to the Zfactura website and look for the “Support” or “Contact” section.
  2. Complete the contact form with your name, email and message detailing your query or problem.
  3. Submit the form and the Zfactura support team will contact you as soon as possible.
  4. You can also consult their knowledge base or FAQ to find help.

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