Zero Amount Invoices

Zero Amount Invoices

Software Updates

May 29, 2024 ● 2 min read

A business offers a complimentary session to new customers and sends a zero-amount invoice detailing the session as part of their promotional strategy.

Zero Amount Invoices: This feature allows businesses to generate and send invoices with zero amounts, facilitating more flexible billing options within the CRM.

⭐️ Why Does It Matter To Your Business?

  • Streamlined workflow: Create zero amount invoices for free services or promotions directly within the CRM, reducing the need for separate systems.

  • Immediate updates: Zero-amount invoices reflect instantly in customer accounts, ensuring transparency and accurate records.

  • Enhanced convenience: Easily manage and send detailed invoices even for non-billable items, improving client communication and satisfaction.

⭐️ How To Use Zero Amount Invoices:

  1. Access the “payments” tab from the left navigation menu. Click on “Invoices” from the upper navigation menu, then click on “+ New > New Invoice.”

  2. Click on “+ Add a client” if you want to send the invoice to them.

  3. Now click on “+ Add An Item” to add the product.

  4. Select the product, add a description, and hit the save button.

  5. Click on Add Discount, and now you are able to add the 100% discount to the zero amount invoiced.

  6. Here you can see the added 100% discount and the Zero amount saved.

  7. Here you can see the received payment invoice.

  8. You can also see the amount and status of the invoice on the invoice page.

Zero-Amount Invoices offer greater billing flexibility, supporting various business strategies within the CRM.

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