How do I send Zeller Invoices via SMS?

To begin sending your invoices via SMS, log in to your Zeller Dashboard

1. Go to Invoices on the navigation menu. 
2. Select the + Invoices button.  
3. Customer
   
   1. Select an existing contact or create a person / business to send your invoice to. 
   2. Enter the payee email. 
4. Title
   1. Enter a title for your invoice. 
   2. Enter a custom message. This is optional and will appear at the top of your invoice. 
5. Items
   1. Click + Line Item
   2. Search pre-created items from the drop-down list or type an item below. 

   3. Enter Unit Price

   4. If desired, select the Per Qty icon to enter quantity or adjust the unit of measure to Day or Hour

   5. Enter a description. (optional)

   6. Toggle on VAT applicable if the item includes VAT

   7. Click Add Discount to select pre-created discounts from the drop-down list

       

6. Schedule
   1. Confirm the invoice issue date using the date selector. This is the date that appears on the invoice and can be back-dated if required. 
   2. If Custom is selected, the due date field will become active for you to confirm using the date selector. Confirm the payment terms using the drop-down list. This specifies the terms of when the payment will be due relative to the invoice date.
7. Select your preferences in the Send via section:
   1. Toggle on Send SMS. 
   2. Enter in the recipient mobile number. (Only UK numbers are supported). 
8. Configure the other details of your invoice and click Send. 

An SMS will be sent or scheduled depending on your invoice configuration. 

Additional SMS reminders are not supported at this stage. 

If you have any further questions around Zeller Invoices, please get in touch with our Support team.