Category: Support


Thoughts on growing a business, raising money, getting the word out,
and increasing profits. Plus, ZipBooks news!

  • How Do I Export My Data to CSV?

    Posted 1 year ago in Support
    by Brad Hanks

    ZipBooks is working towards having a user-friendly way to export all your data. Until then you can use our API to access all the data in your account. I know that not everyone reading this for the first time will have experience working with an API so I have tried to give enough instructions that […]

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  • ZipBooks Invoices Now Integrate with PayPal

    Posted 1 year ago in Product updateSupport
    by Brad Hanks

    At ZipBooks, we want to help you get paid faster. Our Stripe and WePay integrations have helped a lot of our users do just that, but we are always looking to make your lives even easier. We’ve been listening to you and heard that some of your clients use PayPal and don’t want to change […]

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  • How Do I Get More Reviews?

    Posted 1 year ago in Support
    by Chris Froelich

    It’s virtually impossible to improve if you never get feedback. That’s why ZipBooks gives you the option to allow your customers to submit a review directly from the invoice that you send out. Your customers can send you feedback immediately and you get a projected net promoter score to indicate how your business is doing. […]

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  • How Do I Set Up Late Payment Reminders?

    Posted 1 year ago in Support
    by Chris Froelich

    It’s never fun to continually nag your clients about unpaid invoices. However, sometimes even your best client forgets about an invoice without realizing it. Using late payment reminders is a great way to let your client know about an unpaid invoice without having to send out a personal message each time. How it works When […]

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  • How Do I Use Magic Due Dates?

    Posted 1 year ago in Support
    by Chris Froelich

    ZipBooks uses what we call magic due dates to auto-detect a due date based an invoice’s terms. Magic due dates are assigned when you write either “Net (#)” or “Due (date)” in the Terms section of an invoice. For example, write “Net 30” or “Due April 12, 2016,” and ZipBooks will automatically figure out when […]

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  • How Do I Change the Logo Size on My Invoice?

    Posted 2 years ago in Support
    by Chris Froelich

    ZipBooks lets you add a new logo and change the size of the logo as needed. This helps you personalize your invoice and maximizes your brand. To do this, you will be using the Account Settings page that can be found by clicking on your company name on the right-hand corner. The following steps will guide […]

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  • Does ZipBooks Support Other Languages Besides English?

    Posted 2 years ago in Support
    by Chris Froelich

    We love our customers all over the world, but unfortunately at this time ZipBooks does not support any language besides English. We hope to one day be able to support many other languages. Until that time, our goal is to make an app that is so simple and intuitive that even someone with a limited […]

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  • How Do I Add Team Members to My Account?

    Posted 2 years ago in Support
    by Chris Froelich

    With ZipBooks, you can add as many team members to your account as you’d like. This allows you to keep track of your team’s work and progress on one interface. To add a team member to your account, follow these steps: Log in to your ZipBooks account. You’ll be taken to the main ZipBooks page that […]

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  • Can I Remove the Tax Column on an Invoice?

    Posted 2 years ago in Support
    by Chris Froelich

    Yes! The tax column is completely optional. If you don’t want to show taxes on your invoice, don’t write anything in the tax column when you’re filling out or editing your invoice. If you don’t add anything to the taxes column, tax information will not appear on your invoice draft after clicking the blue Save Invoice […]

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  • Does ZipBooks Work in Canada?

    Posted 2 years ago in Support
    by Chris Froelich

    Yes! We offer Canadian businesses everything we offer American businesses, except for invoice financing. We’re happy to support Canadian businesses and help them grow in anyway we can. Take a look at some great features that you can enjoy. Canadian bank integration with business expense import With our expenses feature, you can add expenses manually, […]

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