Configuring Quotes and Invoices

Documentation Index

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The “Quote & Invoice Settings” allows you to configure and customize features related to quotes and invoices.

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Quotes and invoices general settings

1. Select the “Settings” module from the left panel. Under the “Modules,” choose the “Quotes & Invoices.” Select the “Quote and Invoice General Settings.”

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General tab

The General tab allows you to configure settings for quotes and invoices.

• Maximum Digits for Round-off: Set the number of decimal places for rounding off amounts.

Discount Options:

• Discount Type: Choose the default discount type (Fixed Amount or Percentage).
• Apply Discount at: Select the level at which discounts are applied (Transaction Level or Line-Item Level).

Tax Settings:

• Choose Address Type for Adding Taxes: Specify which address type to use for tax calculations (Billing Address or Service Address).

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Quote tab

The Quote tab lets you customize settings specific to quotes.

• Quote Prefix: Define a prefix for quote numbers.
• Default Remarks for Quote: Add default remarks that will appear on all quotes.
• Allow Contact to Accept Quote?: Enable or disable the option for contacts to accept quotes directly (Yes/No).
• Auto-convert Quote to Invoice?: Choose whether to automatically convert a quote to an invoice upon acceptance (Yes, Save as Draft | Yes, Save and Send, or No).
• Choose Invoice Payment Term: Set the default payment term for invoices generated from quotes (e.g., 10-day term).
• Choose Invoice Template: Select a default invoice template for quotes converted to invoices.
• Default Expiry Period (in days): Specify the default validity period for quotes.
• Get Contact Sign on Approval?: Decide if a contact’s signature is required upon quote approval.
• Can Field Executive Create Quote?: Allow field executives to create quotes. (Yes/No).
• Can Field Executive Access All Quotes?: Allow field executives to access all quotes (Yes/No).
• Allow FE to View Quotes Only in Job?: Restrict field executives to view only quotes associated with their assigned jobs (Yes/No).
• Allow Payment Collection?: Enable payment collection for quotes (Yes/No).
• Allow Sending Payment Link to Contact?: Allow sending payment links to contacts for quotes (Yes/No).
• Mandate Contact to Pay Deposit on Quote Approval?: Require contacts to pay a deposit upon approving a quote (Yes/No).
• Payment Mode Facilitating the Payment: Select the default payment mode.
• Allow Field Executive to Collect Payment?: Allow field executives to collect payments for quotes (Yes/No).
• Notify Created User on Status Updates?: Notify the user who created the quote about status updates (e.g., Accepted/Rejected/Requested for Changes) (Yes/No).
• Default Quote PDF Filename: Set the default filename format for quote PDFs.
• Choose Quote Component: Select components to include in quotes.

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Receipt settings

• Auto Send Receipt to Customer / Contact?: Enable automatically sending receipts to contacts after payment (Yes/No).
• Default Deposit Payment Receipt Template: Select a template for deposit payment receipts.
• Default Quote Email Template: Choose a default email template for sending quotes.

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Add-ons

Settings → Quotes & Invoices → Quote and Invoice General Settings → Quote tab Step 1: Enable Add-ons

1. Locate Enable Add-ons?
2. Toggle the setting to Yes

Once enabled, add-ons become available in the Proposal (Quote) module. Step 2: Set Add-ons Display Label

1. In the Add-ons Display Label, enter the label you want customers to see
   • Example: Add-ons, Optional Services.
2. This label will appear in the proposal PDF presentation.

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Invoice tab

The Invoice tab allows you to configure settings specific to invoices.

• Invoice Prefix: Define a prefix for invoice numbers.
• Default Remarks for Invoice: Add default remarks that will appear on all invoices.
• Can Field Executive Create Invoice?: Allow field executives to create invoices (Yes/No).
• Can Field Executive Access All Invoices?: Allow field executives to access all invoices (Yes/No).
• Allow FE to View Invoices Only in Job?: Restrict field executives to view only invoices associated with their assigned jobs (Yes/No).
• Allow Sending Public Link to Customers?: Allow sending public invoice links to customers (Yes/No).
• Allow Payment Collection?: Enable payment collection for invoices (Yes/No).
• Allow Sending Payment Link to Contact?: Allow sending payment links to contacts for invoices (Yes/No).
• Payment Mode Facilitating the Payment: Select the default payment mode.
• Allow Field Executive to Collect Payment?: Allow field executives to collect invoice payments (Yes/No).
• Default Invoice PDF Filename: Set the default filename format for invoice PDFs.
• Choose Invoice Component: Select components to include in invoices.
• Enable Automatic Payments?: Enable automatic payment processing for invoices (Yes/No).

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Receipt settings

• Auto Send Receipt to Customer / Contact?: Enable automatically sending receipts to contacts after payment (Yes/No).
• Default Deposit Payment Receipt Template: Select a template for deposit payment receipts.
• Default Invoice Email Template: Choose a default email template for sending invoices.

Tip Settings:

• Allow Tipping?: Enable invoice tipping (Yes/No).
• Tip Amount Percentages (%): Set predefined tip percentage options (e.g., 10%, 15%, 20%).
• Allow Custom Tip Amount?: Customers can enter a custom tip amount (Yes/No).

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Financing tab

The Financing tab lets you set up financing options for quotes and invoices.

• Enable Financing?: Turn financing options on or off (Yes/No).
• Payment Mode: Facilitating the Payment: Select the payment mode for financing.
• Amount Range to Facilitate Financing Option (in USD): Define the amount range for financing.

Click the “Save” button to save the quote and invoice general settings.

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Service packages

Before providing an official price quote or estimate, a business or service provider may send a preliminary document or communication to a potential client. This is called a “Proposal.” It is usually used when the project or service scope needs clarification or definition before determining a specific price.

1. Select the “Settings” module from the left panel. Under the “Modules,” choose the “Quotes & Invoices.” Select the “Service Packages.”

2. Select the “Service Packages” and click the “+ New Package.”

3. Under the “Service Package Details” section:

• Name – Enter the name of the service package.
• Description – Enter the description of the service package.
• Remarks - Enter the remarks.
• Click the ”+ Add” button to add individual parts, products, and services.
• Alternatively, use the dropdown menu next to the ”+ Add” button to: o Add from Group: Select a predefined group of items to add to the package.
• Bundle: Add a product or service bundle. Note that bundles added here will not appear as a product type in the filter menu.
• Adjust the margin percentage to instantly recalculate markup % and the total sell price for all line items.

Click “+ Save Package” to save the service package.

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Tax settings

1. Select the “Settings” module from the left panel. Under the “Modules,” choose the “Quotes & Invoices.” Select the “Tax Settings.”

2. Click “+ New Tax.”

a. To add the Tax details:

• Tax Name – Enter the tax name.
• Tax Rate – Enter the %
• Is this a Regional tax – You can choose either “Yes” or “No” to enable/disable regional tax.
• Associate tax to tax group – Add a checkmark to link tax to the tax groups.

Click “Create” to create the new tax. b. To add the Tax group Click the ”+ New Tax Group” option to add the appropriate tax options under a single category.

• Tax Group Name – Enter the tax group name.
• Taxes – Toggle on the required taxes.

Click “Create” to create the new tax group.

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Payment modes & terms

1. Select the “Settings” module from the left panel. Under the “Modules,” choose the “Quotes & Invoices.” Select the “Payment Modes & Terms.”

2. Under “Payment Mode,” click the “+ New Payment Mode .”

3. A dialog box appears. Enter the payment mode details – Name, Type, and details.

Click “Create” to create the payment mode.

4. Under “ Payment Term,” Click “+ New Payment Term.”

5. Enter the name of the payment term and the number of days.

Click “Create” to create the payment term.

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Follow up reminders

The users can instantly send follow-up reminders before or after a particular date via SMS or Email.

1. Select the “Settings” module from the left panel. Under the “Modules,” choose the “Quotes & Invoices.” Select the “Follow-up Reminders .”

2. Click “+ New Reminder” to create the follow-up reminder.

3. a) Under Choose Module - Select the Module: Quotes or Invoice.

b) Under “Remind To”- The user can send a follow-up reminder to the back office and the customer. The dropdown box list: “Customer,” “Selected Users,” and “Selected Teams.” c) Under “Reminder Name” - Type the name for the reminder. d) Under “Remind After / Remind Before” - The reminder can be sent “Before” or “After.” e) Under “Reminder Type” -The reminder type can be either “SMS” or “Email.” f) SMS Body & Available Components – Choose the available components and create the SMS body. Click “Create” to create the follow-up reminder.

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Quotes & invoices templates

The users can instantly send follow-up reminders before or after a particular date via SMS or Email.

1. Select the “Settings” module from the left panel. Under the “Modules,” choose the “Quotes & Invoices.” Select the “Quotes & Invoice Templates.”

2. Click “+New Template” and you can choose either “Quote” or “Invoice .”

3. Fill in the template details and click “Save Template .”

Troubleshooting Invoice PDF Formatting Issues

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Common causes at a glance

Cause	Symptom	Fix
Footer / header HTML	Text overflows, overlaps, or disappears at page edges	Simplify or remove custom HTML from the template footer/header
Copy-paste from Word	Random fonts, odd spacing, invisible characters	Re-type content directly in the Zuper template editor
Oversized or broken images	Image stretches across columns or pushes content off-page	Re-upload images within Zuper; keep width under 600 px
Non-web-safe fonts	Characters replaced by boxes or question marks	Use Arial, Helvetica, or Times New Roman only
Custom CSS / inline styles	Layout shifts unpredictably between browsers and PDF	Remove all inline style attributes from template HTML
Platform rendering bug	Issue persists after all above steps	Escalate to Zuper Support with reproduction steps

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Step-by-step troubleshooting tree

Work through each step in order. Stop at the step that resolves the issue.

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Step 1 — Confirm the issue is reproducible

1. Open the affected invoice in Accounting → Invoices.
2. Click the PDF button (top right) to download.
3. Open the downloaded file in a standard PDF viewer (Adobe Acrobat or a browser).
4. Note exactly what is wrong: overlapping text, missing sections, images out of place, blank pages.

If the issue appears only in a specific PDF viewer, try another viewer before proceeding. Some viewers render PDFs differently.

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Step 2 — Try a different invoice template

1. Open the invoice and click Edit.
2. In the Invoice Template field, switch to the Default Invoice Template (or any other template).
3. Save the invoice.
4. Download the PDF again and check if the layout is correct.

• If the PDF renders correctly with a different template → the problem is in the original template. Continue to Step 3.
• If the PDF is still jumbled with any template → skip to Step 6 (platform bug).

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Step 3 — Inspect and simplify footer and header HTML

Navigation: Settings → Modules → Quotes & Invoices → Document Templates

1. Locate the Default Invoice Template (or the template in use) and open it for editing.
2. Navigate to the Footer section.
3. Switch to the HTML / source view if available.
4. Look for and remove:
   • Nested <table> tags inside the footer
   • Inline style= attributes with fixed widths, floats, or position: absolute
   • Empty <div> or <span> tags with no content
   • <style> blocks embedded in the footer HTML
5. Replace the footer with plain text only — no HTML tags.
6. Save the template and re-download the invoice PDF.

• If resolved → reintroduce formatting elements one at a time to isolate the offending code.
• If not resolved → continue to Step 4.

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Step 4 — Remove copy-paste content from Word or other editors

Content pasted from Microsoft Word, Google Docs, or Outlook carries hidden formatting (spans, font-family declarations, and non-breaking spaces) that breaks the PDF renderer.

1. In the template editor, select all text in the footer, header, and any custom fields.
2. Delete it entirely.
3. Re-type the content directly using the Zuper text editor (do not paste).
4. If you need to paste, paste into a plain-text editor (Notepad on Windows, TextEdit in plain-text mode on Mac) first, then copy from there and paste into Zuper.
5. Save and re-download the PDF.

• If resolved → done. Document this in your internal process to prevent recurrence.
• If not resolved → continue to Step 5.

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Step 5 — Check images in the template

1. Open the template editor.
2. For each image (logo, signature, watermark):
   • Remove the image entirely and save.
   • Download the PDF and check if the issue is gone.
   • If yes — the image is the cause.
3. Re-upload the image following these guidelines:
   • Width: 600 px or less
   • File size: under 500 KB
   • Format: PNG or JPEG (avoid SVG and WebP in templates)
   • Do not reference images hosted on external URLs — upload them directly into Zuper
4. Save the template and re-download the PDF.

• If resolved → done.
• If not resolved → continue to Step 6.

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Step 6 — Check fonts

The Zuper PDF renderer supports a limited set of fonts. Custom or system-installed fonts may render as boxes or question marks.

1. In the template editor, select all text.
2. Change the font to Arial or Helvetica.
3. Remove any font-family declarations from custom HTML.
4. Save and re-download the PDF.

Supported fonts: Arial, Helvetica, Times New Roman, Courier New, Georgia.

• If resolved → done.
• If not resolved → continue to Step 7.

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Step 7 — Escalate to Zuper Support (platform rendering bug)

If the PDF is still jumbled after completing Steps 1–6, the issue is likely a platform-level rendering bug in Zuper’s invoice PDF generation engine. This requires investigation by the product team.Before contacting Support, collect the following:

• The exact name of the invoice template in use
• A screenshot or screen recording of the jumbled PDF
• The invoice number and the customer’s account name
• Confirmation of which steps above were completed
• The browser and operating system used when downloading Contact Zuper Support at support@zuper.co with the above details.

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What to avoid in invoice templates

Do not use in template footer or header HTML:

• <table> tags inside footers (causes overflow and overlap)
• position: absolute or position: fixed CSS
• Inline width values in pixels exceeding the page width (>700 px)
• Pasted content from Microsoft Word, Outlook, or Google Docs
• External image URLs (images must be uploaded into Zuper)
• Custom or non-web-safe fonts
• Nested <style> blocks inside the template body

Safe practices for invoice templates:

• Use plain text for footer content where possible
• Limit HTML to basic tags: <p>, <strong>, <em>, <br>
• Use Arial or Helvetica as the font family
• Keep logo images under 600 px wide and 500 KB
• Test the PDF after every template change before sending to customers
• Use the Default Invoice Template as a baseline when troubleshooting

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Frequently asked questions

The footer looks correct on screen but is jumbled in the PDF. Why?

The Zuper web editor renders HTML using a browser engine, while the PDF generator uses a separate rendering library with more limited HTML and CSS support. Elements that display correctly in the browser may break in the PDF. Always download and review the PDF after any template change.

The customer received a jumbled PDF by email. How do I send them a corrected version?

Once the template is fixed, open the invoice, click Send, confirm the correct template is selected in the Document Template field, and resend. The customer will receive a freshly generated PDF.

My template was working before. What changed?

Template rendering can be affected by recent updates to the Zuper PDF generation engine. If your template was unchanged but the output has degraded, escalate to Zuper Support (Step 7 above) and reference the approximate date the issue began.

Can I use a custom PDF template built outside Zuper?

Not directly. Zuper does not support importing externally-built PDF templates. However, you can upload a static PDF file as an attachment to the invoice, or contact Zuper Support to request a custom template build for your account.

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Quote custom fields

1. Select the “Settings” module from the left panel. Under the “Modules,” choose the ” Quotes and Invoices.” Select the “Quotes Custom Fields.”

Text

• Single-Line Input: This allows you to create a field to enter a single line of free text.
• Multi-Line Input: This allows you to create a field to enter multiple lines of free text.

Date

• Date Input: This allows you to create a field to select a specific date from a calendar.
• Time Input: This allows you to create a field where you can select a specific time.
• Date Time Input: This allows you to create a field where both date and time can be selected.

Selection

• Single-Selection: This allows you to create a radio input Field where one of the provided options can be selected.
• Multi-Selection: This allows you to create check boxes where the provided options can be checked.
• Drop-Down: This allows you to create a drop-down field with the required list of options.

Media

• Upload: This allows you to create a file input field to upload files.

Misc

• Look up : This allows you to create a file input field to look up the products from the parts and services module.

Click “Create New” to create the “Custom Field” group.

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Invoice custom fields

1. Select the “Settings” module from the left panel. Under the “Modules,” choose the “Quotes and Invoices.” Select the “Invoices Custom Fields.”

Text

• Single-Line Input: This allows you to create a field to enter a single line of free text.
• Multi-Line Input: This allows you to create a field to enter multiple lines of free text.

Date

• Date Input: This allows you to create a field to select a specific date from a calendar.
• Time Input: This allows you to create a field where you can select a specific time.
• Date Time Input: This allows you to create a field where both date and time can be selected.

Selection

• Single-Selection: This allows you to create a radio input Field where one of the provided options can be selected.
• Multi-Selection: This allows you to create check boxes where the provided options can be checked.
• Drop-Down: This allows you to create a drop-down field with the required list of options.

Media

• Upload: This allows you to create a file input field to upload files.

Misc

• Look up : This allows you to create a file input field to look up the products from the parts and services module.

Click “Create New” to create the “Custom Field” group. With the “Quote & Invoice Settings ,” you can tailor every aspect of your quotes and invoices to suit your business needs.i