Invoices & Payments

Zynclog makes it easy to issue professional invoices directly within your client portal, allowing clients to review and pay without digging through email attachments.

Creating an Invoice

1. Navigate to the Invoices tab in your dashboard or inside a specific Project.
2. Click New Invoice.
3. Fill out the Invoice Details, including the Due Date and Currency.
4. Add line items. You can specify the description, quantity, and price for each item. The total will be calculated automatically.

Sender Profile & Brand Pre-Filling

When creating or updating an invoice, your sender information (Name, Email, Phone, Address) is automatically pre-filled from your saved User Profile or Brand Settings. Use the Use Profile or Use Brand tab toggle in the From Details section to select between personal or company branding.

Linking to a Project

You can optionally link an invoice to a specific Project. If linked, the invoice will appear directly in that project's Client Portal, providing a seamless experience for your client to track project progress and billing in one place.

Connecting Payment Gateways

If you use an external payment gateway (like Stripe, PayPal, or Paddle):

1. Enable the Host Externally toggle on the invoice form.
2. Paste your external payment URL (e.g., a Stripe Checkout link) into the External Invoice URL field and specify the total amount.
3. When the client views the invoice in the portal, they will see a prominent Pay Now button that securely redirects them to your checkout page.

Invoice Status & Search Filters

You can update the status of an invoice (DRAFT, SENT, PAID, OVERDUE) from your dashboard to keep your billing records up to date. Invoice lists support full keyword searching, status filtering, sorting, and pagination controls.