Customer Invoices

Overview

In Zr Ware®, you can view and retrieve customer invoices from two primary locations:

1. Reporting Tab: Select the Invoices report.

2. Client History: Navigate to Actions > Download Invoice.

Note: While the visual layout may vary slightly between these two sources, the data content remains consistent.

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Invoice Breakdown

The following numbered list corresponds to the elements highlighted in the sample invoice image.

1. Franchise Contact Information

Displays the address and phone number of the franchise.

• VAT Details: If your base country is the United Kingdom and a VAT number is defined in your system settings, it will appear here.

2. Service Date & Time

The specific date and time the service was performed.

3. Invoice & Booking Numbers

• Invoice Number: A unique identifier for the invoice within your franchise. This number can be used to locate the record via the client search bar.

• Booking Number: An internal system identifier for the specific appointment.

4. Technician Name

The name(s) of the technician(s) assigned to the job.

• Note: When the invoice is accessed via Client History > Actions > Download Invoice, the Primary Technician is listed first.

5. Client Name

The name of the customer receiving the service.

6. Client Contact Details

The customer's phone number and email address.

7. Billing Address

The address associated with the customer's payment method.

8. Service Address

The physical location where the work was performed.

9. Line Items & Descriptions

Lists the products or services provided along with their descriptions. Descriptions are aggregated from three potential sources:

1. The Edit Product Screen (Standard description).

2. The Edit Booking Screen.

3. The Tech App.

Display Rules:

• Customer Invoice: Displays descriptions from all three sources listed above (excluding "Online Descriptions" from the Edit Product screen).

• Office Copy: Displays descriptions from the Edit Booking screen and Tech App, but removes the Standard Description from the Edit Product screen.

10. Financial Totals

Displays the subtotal, applicable tax amount, and the final total due.

11. Signatures & Payment Info

Dynamic content that appears based on the status of the invoice. This section includes:

• Customer Signature: Verification that the client approved the final invoice.

• Payment Information: Transaction details and associated signatures (if applicable).

12. Footer

Customizable text appended to the bottom of every invoice. This content can be modified in Admin > Invoice.

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