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Documentation Index

Fetch the complete documentation index at: https://docs2.zenskar.com/llms.txt

Use this file to discover all available pages before exploring further.

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Overview

An invoice is a document issued by a seller to a buyer that outlines the products or services provided, along with the amount due for payment. It serves as a formal request for payment, detailing the terms of the transaction, including the quantity, price, taxes, payment terms, and the total amount payable. Zenskar ingests data from your data infrastructure to generate accurate invoices for you.

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Generate invoice

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Prerequisites

You must create and configure contracts before generating invoices.
  1. For active contracts, invoices are automatically generated at the end of each billing cycle.
  2. You can manually generate an invoice for a contract from Contracts > select the desired contract(s) > Generate Invoice.

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View invoice

  1. Navigate to Invoices > Invoices in the left side panel.
  2. Click on the row containing the invoice you are interested in.

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Life cycle of an invoice

Life cycle of an invoice refers to the stages that an invoice goes through from its creation to final payment. Refer to the documentation on the life cycle of an invoice.

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Branding invoices

Navigate to Communications > Documents and add relevant artifacts to customize the invoices per your company’s branding guidelines.

Life cycle of an invoice

Understand the states an invoice moves through, from draft to void.

Generating invoices

How automatic and on-demand invoice generation works.

Edit an invoice

Make changes to a draft invoice before approval.

Credit notes

Issue full or partial refunds against approved invoices.

Document templates

Customize the layout and branding of invoices sent to customers.

One-off invoices

Manually create an invoice outside of a contract billing cycle.

API reference

List, generate, approve, and void invoices via the Zenskar API.