1. Click ‘invoice’ on the Zest sidebar
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2. Select ‘Bulk Invoice’ from the ‘Create Invoice’ drop down
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3. Fill in all relevant information
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4. Choose the ‘contract’ invoice type’.
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5. Generate
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Note: After you have set up your contracts in Zest, the contract types will appear when invoicing. You also have the option to include a contract with no type, or merge contract invoices per customer.
Invoice statuses
Once you have created an invoice, it will be assigned a status.
Here are the five status types of an invoice:
Draft: An invoice has been created but not yet exported to QuickBooks.
Exported: An invoice that has been exported to QuickBooks but not yet sent to the customer.
Sent: An invoice that has been exported to QuickBooks and sent to the customer.
Partially paid: An invoice that has been paid by the customer for less than the full amount.
Paid: An invoice that has received full payment.
Exporting and Sending InvoicesTo export and send invoices in Zest, follow these steps:
1. Click ‘invoice’ on the Zest sidebar
2. Select an invoice that is in draft state
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3. Click “export” to export your invoice to QuickBooks.
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4. Click “export & send” to export your invoice to QuickBooks and send to the customer.
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