Invoices and credit notes
Create standard and pro forma invoices and credit notes, and push them to Xero or QuickBooks
8 articles
- Export an invoice to XeroExport a Zigaflow invoice to Xero, choose the right company account, and jump between the invoice in Zigaflow and Xero with one click.
- Create a credit noteCreate a credit note for part or all of an invoice, export it to Xero or QuickBooks, and view all credit notes from the invoices screen.
- Creating an automated message to chase paymentSet up recurring branded chaser emails from your preferred email address to customers who have not paid an invoice
- How tax is calculatedUnderstand how Zigaflow rounds tax on each line item, why tax totals can differ by a penny, and how to allow for rounding differences in Xero.
- Creating part invoicesFind out where to manage part invoicing in Zigaflow and follow the links to create part invoices from jobs and sales orders.
- Showing summaries by different tax ratesAdd a tax summary table to your PDF template to show each tax rate, its net total and its tax value on quotes, jobs and invoices.
UK tax: CIS and reverse charge
How to handle CIS and domestic reverse charge (DRC) VAT in Zigaflow