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Invoice Management

Zero Desk makes it simple to generate, edit, and manage invoices — including adding charges from jobs or directly from the catalog.

Creating an Invoice​

Step-by-Step: Create an Invoice

  • Go to Invoices – Click the Invoices tab in the top menu to view your current list
  • Click “Create Invoice” – A pop-up window appears for invoice setup
  • Fill in Invoice Details – Complete required fields and click Create to save
Create a new invoice

Editing or Deleting an Invoice​

Edit or Delete an Existing Invoice

  • Open the Invoice – Click an invoice row to view its details
  • Edit Invoice – Tap Edit Invoice and update any fields in the pop-up
  • Click Save to apply changes

To Delete:
  • Click the Trashcan icon inside the edit window
  • ⚠️ This action is permanent
Edit invoice window

Adding Charges to an Invoice​

Add Charges from Jobs or Catalog

  • Click “New Charge” to open the charge entry form
Option A: Import from Job
  • Click From Job
  • Select the charges you'd like to add
Option B: Select from Catalog
  • Choose equipment from your catalog
  • Or leave equipment blank to enter a custom charge
  • Click “Save” – The charge is added to the invoice total
Add charges to invoice