Zellio is a cloud-based SaaS platform designed to simplify invoicing and business financial management for startups and solopreneurs. It allows you to create professional invoices in minutes, send them instantly, and track payments in real time. Moreover, Zellio provides a range of tools to streamline your business's financial operations.
Below, you can find answers to all your questions about our free online invoice generator.
Yes, you need to sign up with your active email address to start using Zellio–don’t worry, it’s free. After signing up, you will get access to our various invoice-making tools and their powerful features.
No, you do not need to provide your credit card details to use Zellio’s free invoice generator. You are only required to log in or sign up on the Zellio platform via your email address.
To report an issue with your account, please follow the steps below:
Once we receive your request, our support team will review the issue and get back to you with a solution as soon as possible.
Yes, you can add a signature to your account by following these steps:
Your signature will now be added and available for use across relevant documents and actions.
To change your account password, please follow the steps below:
Your password will be updated once the changes are saved.
Absolutely! Zellio has a 24/7 customer support team available to resolve your queries and ensure you have a smooth experience with the tools and services. Simply call our support team or email your queries at info@zellio.com. You can also find readily available articles and guides that provide detailed answers to possible queries and roadblocks.
Zellio is a SaaS company dedicated to simplifying complex and time-consuming business processes such as financial tracking, reporting, and client payments. Therefore, Zellio’s products and services are suitable for businesses of different scales, types, and industries, as well as individuals, including:
Yes, the Zellio invoice generator is completely free. There are no hidden charges or pricing plans, and you simply have to log in or sign up to access the free tools instantly.
Zellio is designed to remove common factors that delay payments and make it easier for clients to pay on time conveniently. Our free online invoice generator helps ensure faster payments by:
Branding your invoice is an excellent design choice and business decision. A branded invoice can make you or your business appear more professional and ensure easy brand recognition. With Zellio, adding branding to your invoice is simple and does not require any design skills. Here are some ways you can add branding to your invoice:
By combining logos, brand colors, signatures, and the right template, your invoices become a natural extension of your brand.
Yes. Zellio allows you to edit or delete invoices after they have already been created. This gives you flexibility to correct mistakes, update details, or make changes before sending the invoice to your client.
Once an invoice has been sent or marked as paid, it is best to use the credit notes tool to make adjustments, ensuring accurate records and proper accounting.
To edit an invoice:
To delete an invoice:
Yes. Zellio allows you to manually mark invoices as paid or unpaid, giving you full control over your payment records. This is especially useful when payments are received outside the platform, such as through cash, bank transfers, or other methods.
Updating an invoice’s payment status helps you keep your records accurate and track outstanding or completed payments more efficiently.
You can add a QR code to your invoice for payments and other purposes by following these steps:
You can export all your data, including invoices, sales receipts, and customer details, in the following formats:
Zellio offers a variety of professionally designed invoice templates suitable for different industries and business needs. These templates are clean, customizable, and designed to work for both local and international invoicing.
You can find invoice templates for:
Zellio's invoice templates are designed by professional graphic designers, UI/UX specialists, and product specialists. Each template is built to ensure clarity, consistency, and a smooth invoicing experience across different industries. Our designers take into account real business needs, such as readability, branding flexibility, and compatibility with international invoicing standards to deliver the ideal invoice templates for different needs.
Yes, of course! You can customize the pre-designed invoice templates to make them more specific to your brand and clientele. You can customize the templates in various ways, including:
These customization options help you create invoices that look professional and consistent with your brand identity.
Yes. Zellio allows you to preview invoice templates before selecting and using them, so you can see exactly how your invoice will look before sending it to clients.
The preview feature lets you check details such as:
A quote and an invoice are both important business documents, but are used at different stages of the business transaction, fulfilling different purposes.
A quote is an important document that businesses send to their clients before the business transaction, typically providing estimates for the cost of goods and services.
On the other hand, an invoice is a document sent after goods or services have been delivered. It is a formal payment request.
Here are the major differences between a quote and an invoice:
| Quote | Invoice |
|---|---|
| An estimate and not a final document | A final bill |
| May be accepted, rejected, or revised | Cannot be rejected or revised |
| Includes cost breakdowns | Includes due dates and payment details |
| Acts as a proposal document | Used as an accounting and records tool |
Yes. Zellio allows you to set expiry dates on quotes, so your clients know how long the quoted price is valid. Setting an expiry date helps you:
Once a quote expires, it can no longer be treated as valid unless it is updated or reissued.
Yes, the Zellio quote maker tool lets you track the status of quotes so you can easily see whether a quote has been sent, accepted, or rejected. The quote tracking feature works by providing three status options:
To track the status of the quote on Zellio, you have to do the following:
No, on the Zellio dashboard, you can add customers as businesses or as individuals. You can create customer profiles for:
This flexibility helps you manage all types of billing relationships in one place.
To change the email address for any customer on your Zellio dashboard, do the following:
Yes, you can delete a customer profile if it’s no longer needed. Follow these steps to delete a customer profile:
If you want to remove the customer profile temporarily, you can opt for the “Mark as Inactive” option.
To import a list of customers on Zellio, go to the “Customers” page and do the following:
Once your file (maximum size of 25 MB) is imported, you can scroll down the page and click “Next”. On the next page, fill in the necessary fields such as tax details and email addresses. Next, you can preview the list and make sure everything is on point before saving the final list.
With the advanced Zellio dashboard, you don’t have to handle duplicate contacts manually. You can import a customer list and opt for either of the two options to handle duplicates:
You can add as many custom fields to a sales receipt as you require. The most common and important fields of a sales receipt include:
You can easily add the shipping charges when you are creating sales receipt by scrolling down the receipt template and finding the "Shipping Charges" field on the totals section. This option is included in the sales receipt template by default, so you can add the particulars conveniently.
It depends on how you want to record and manage your transactions, but in most cases, yes—it is recommended to specify the mode of payment on a sales receipt. Including the payment method helps keep your records clear and accurate, especially for accounting and reconciliation purposes. It is considered a good practice to specify most of the payment because it:
Many sellers and businesses often find the need to adjust payments, correct billing errors, and change terms of sales.
A credit note is often issued when:
A simple example of a credit note use case is if a customer paid you $500 for a product or service, and returned or partially returned an item worth $100, a credit note of $100 is issued. So, the adjusted payable amount becomes $400.
To do this, you do not need to edit a final invoice. Instead, simply opt for a credit note generator offered by Zellio.
With a credit note tool, you can easily reduce or cancel part of an invoice amount. It shows that the customer is owed money or a balance adjustment due to changes in the original transaction.
Yes, for sure. You can link one or multiple credit notes to a Zellio invoice easily. In fact, it is recommended practice to link a credit note to an invoice to manage your financial records and keep track in one place.
Yes. Zellio allows you to record and manage refunds to keep your financial records accurate when a customer is owed money. Refunds are typically handled by adjusting the invoice using a credit note, which reflects the amount that needs to be returned to the customer.
To process a refund request through Zellio, do the following:
On Zellio, there are several payment methods you can choose from, including:
You can use or specify whichever payment methods suit your business the best.
If an online payment has been received, then the status of the record will be updated automatically.
On the other hand, you can change the status of your invoice manually if you have received the payment through offline mechanisms such as cash.
You can later check, analyze, and track your payments received from the respective tab on your Zellio dashboard.
Yes, absolutely. Zellio has a well-integrated and automated reminder system that aligns with your financial records, such as sales receipts and invoice status. This helps you track payments without hesitation and also gives soft and professional reminders to your clients.
You can set reminders based on invoice due dates. Once enabled, Zellio can notify your customers when:
Yes, Zellio supports VAT, GST, and sales tax, as well as all other types of taxes that you may need to add. You can simply add new and customized taxes from the “Tax” tab on your Zellio dashboard.
Yes, Zellio lets you add a compound tax through the following easy steps:
Yes. On the Zellio invoice generator online, all tax calculations are automatic to ensure accuracy and avoid human error.
Once you apply a tax rate to an invoice, Zellio automatically calculates:
Your data is saved only within your Zellio account to help you:
However, Zellio itself does not store or use any of your data, and you are in control of what is stored, used, or deleted.
Yes, all payments on Zellio are secure. This is because Zellio uses encrypted and industry-leading payment gateways like Stripe and PayPal that are trusted by businesses across the world.
