How to send an invoice: PDF invoices in zenyogi
Create and send PDF invoices for any payment in zenyogi, with a GiroCode QR for bank transfers, and track whether they are paid.
zenyogi creates PDF invoices for any payment. Invoices are part of the Studio and Plus plans.
Find your invoices
Go to Sales → Invoices. Each invoice shows its number, customer, total, whether it is a draft or issued, the invoice and due dates, and whether it is paid.
Issue and send an invoice
- Open the invoice under Sales → Invoices.
- Check and edit the details while it is a draft.
- Issue it, then send it to the customer.
On unpaid EUR invoices, a GiroCode (EPC QR code) lets the customer pay by bank transfer by scanning it with their banking app.
What customers see
Customers find their payments and invoices under Account → Orders, where invoices download as PDF.
Appointment add-ons
Booked add-ons show as "Service + Add-on" on the invoice, and the amount includes them.
Good to know
- Once an invoice is issued, an unpaid purchase can no longer be cancelled with Storno. Use cancel and refund instead, see payments and refunds.
- The invoice email is one of your email templates, see email templates.
- Kleinunternehmer invoice text and DATEV or Excel tax exports are not available.
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