1. Knowledge Base
  2. Invoicing and Subscriptions

Creating an Invoice

You can create an invoice using your Zūm Portal or the API.


    Creating an invoice through your Zūm portal


    To create an invoice follow the below steps.


    Steps


    1. Log in to your portal


    2. Select Invoices > Add new


    3. Fill in the information required for each field



    4. Select how you would like to collect the payment from your user. You can do so by using one of the following methods:


    Select payment and then select the payment method. Payment methods will vary depending on the selected user.


    Manually by selecting email invoice to the user to pay manually. This will prompt you to select in how many days the payment is due and by which method.

     

    Once you're done completing the information for your invoice, you can preview the invoice details on the right before finalizing.


    5. You can either save it as a draft and finalize your invoice at a later date, cancel the invoice, or click Create Invoice to finalize your selection.