Prepare an invoice
Add quantities, rates, taxes and due dates.
FEATURE / INVOICING
Invoicing & collections
Create itemised invoices with taxes, due dates, payment pages and a clear history of what has been paid.
HOW THE WORKFLOW RUNS
A practical workflow, not another disconnected tool.
Send the payment link
Use the private client invoice page and available providers.
Reconcile the balance
Record verified payments and track the outstanding amount.
BUSINESS VALUE
Keep information close to the work.
Financial work remains connected to the service record.
Start a workspace →CONNECTED FEATURES
The rest of your service operation.
Jobs & work orders
Keep every job organised from intake to completion. Track customer details, service history, assigned teams, status and billable work.
Discover feature →Drag-and-drop scheduling
Put your week in focus. Coordinate visits, assign technicians and adjust upcoming appointments from one shared calendar.
Discover feature →Recurring visits
Schedule repeat work weekly, biweekly or monthly. Generate the upcoming visits reliably without rebuilding the same work order.
Discover feature →OPERATIONAL GUIDANCE
What to check before this goes live.
A connected workflow is only useful when the people, data and configuration around it are reliable.
Data quality
Keep client details, job scope, dates and document figures accurate. Resolve conflicting information before sending customer communications.
Correct permissions
Provide staff the least access needed. Confirm client visibility, private documents and work assignments with at least two user roles in staging.
Production validation
Test the actual business workflow, cron and communications on your hosting environment. Never assume a styled screen means integration is complete.
TRY THE WORKFLOW
Keep learning connected to doing.
Existing workspace users can move from this guide to the relevant secure screen. Sign-in and business-role permissions apply to all account actions.
COMMON QUESTIONS
Answers before you commit.
What does Invoicing & collections mean in ZelvotriX?
Create itemised invoices with taxes, due dates, payment pages and a clear history of what has been paid.
Is this feature available in the web app?
This workflow is included in the current web platform; configuration, provider integrations and deployment validation may be needed for parts of the feature.
Can I issue invoices in different currencies?
Each business workspace has a configured currency. The free document tool also offers selectable display currencies.
Can invoices include tax?
Yes. Enter line amounts and the applicable tax rate; confirm local tax obligations independently.
Can customers pay from a private link?
Where configured, customers can open a private invoice payment page and use eligible providers.
MAKE ROOM TO GROW
Create your workspace ↗Bring the whole workday into focus.
Keep your people, customers and work moving on one platform.