Free Invoice Template

How to Create and Send an Invoice in Under a Minute

**PLEASE NOTE THAT THIS ARTICLE IS FOR A PREVIOUS VERSION OF OUR SOFTWARE. FOR CURRENT ARTICLES AND VIDEOS ON HOW TO USE ZERVANT CONSULT OUR HELP CENTRE**

This article describes how to create and send an invoice using Zervant’s free invoicing software. Follow the instructions and you’ll soon be billing your clients in under 60 seconds! 

 

STEP 1 – Create Invoice


Log in to your account, and click on the “invoices” tab in the top left. If you don’t have an account, you can create one here. Then you’ll need to do the following:

  1. Click on the green “create invoice” button.
  2. Choose the right date for the invoice, and set your payment terms.
  3. Add the products and/ or services you’re invoicing your customer for (the user guides on our blog also show you how to import an existing database into Zervant, which will save you more time and effort :-) ).
  4. If you’re VAT registered, you’ll also need to add your company VAT number. Go to “my account”, then “company contact information” to do this.

Top tip: You can also create an invoice directly from your customer database, or when logging hours worked in the time tracker.

 

STEP 2 – Preview & Send


When ready, click “next”. Give your invoice a final once over and hit send. You can send it as an email, or download a PDF to print and send manually.

Zervant's Invoicing Software

 

STEP 3 – Mark the Invoice as Paid


Once you get the money for the invoice, you’ll need to mark it as “paid”:

  1. Open the relevant invoice.
  2. Click on the turquoise button in the middle of the screen (where the red arrow is pointing in the screenshot below).
  3. Change the status from “sent” to “paid”.

Zervant Invoicing

 

Hopefully this quick guide has shown you how to get started with Zervant. But if you need any further information please get in touch with our support team. They’ll be more than happy to help, and are on hand to answer any queries you might have.

Why Not Invoice the Easy Way?

Use Zervant to create and send an unlimited number of invoices, for free! There’s no catches or hidden fees. Click below to get started.

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