What actions can I take with my invoice?

Make adjustments to your invoice once it has been drafted or sent.

You can perform additional actions on your invoices by accessing them from your history. 

To get started, login to your Zeller Dashboard:

  1. Go to Invoices from the navigation menu. 
  2. Select an invoice from the list.
  3. Click Actions. 

The options available are different depending on the invoice status. 

ActionDescriptionInvoice Status
Edit InvoiceMake changes to the invoice recipients, contents, items, or schedule before sending.
  • Draft
  • Overdue
Delete InvoiceRemove the invoice from your drafts and history.
  • Draft
Send ReminderSend an email to your customer reminding them to pay their invoice.
  • Overdue
Cancel InvoiceCancel the invoice pending payment. This cannot be undone.
  • Overdue
Download PDFDownload a copy of your invoice to save for your records.
  • Draft
  • Paid
  • Overdue
DuplicateMake a copy to send to a new customer.
  • Paid
  • Overdue
Record PaymentAdd a partial or full payment with notes attached.
  • Overdue
Mark as paidClose the pending invoice. A payment of $0.00 will be recorded.
  • Overdue
ResendYour customer will receive the invoice email notice again.
  • Overdue
Copy linkCopy a direct link to the invoice payment screen to share.
  • Overdue

If you require further assistance or have any additional questions about Zeller Invoices, please get in touch with our Support team. 

Related articles

Subscribe to the Zeller Business Blog

Stay connected with Zeller to receive curated news and content designed for small business owners, delivered to your inbox.