Billing
The Billing page (B) groups your estimates and invoices into
sections by where they sit in the lifecycle. It always matches what
your account team has on their side.
| section | what it holds |
|---|---|
| Awaiting your approval | Estimates that need a yes/no from you before any work starts. See approving estimates. |
| Awaiting new estimate | Estimates you declined. We’ll send a revised estimate; the row moves back to Awaiting your approval when it arrives. |
| Accepted, awaiting invoice | Estimates you’ve approved that haven’t been invoiced yet. Nothing to do; your account team will follow up. |
| Outstanding | Open invoices. Click View ↗ to pay or download the PDF. |
| Paid | Invoices we’ve received payment for. View ↗ still opens the document. |
| Archived | Voided / written-off invoices. Read-only history. |
The top of the page shows total tiles for Awaiting approval, Outstanding, and Paid.
Outstanding invoices and partial payments
If you’ve made a partial payment on an invoice, the Outstanding
row shows the remaining balance due with a small “balance due
of $X” annotation underneath, where $X is the original invoice
total. So the number you see in the section is what you actually
still owe, not the original invoice amount.
Tax
When tax applies, a notice at the top reads “Amounts shown include
tax”, and each row breaks out the tax portion in a small incl. $X tax sub-line.
If something looks off
- “Billing isn’t connected yet”: your account is still being onboarded. The page fills in automatically once setup is done.
- “Couldn’t reach Zoho right now”: refresh the page; if it persists, contact your account manager.
- Nothing here yet: normal for new accounts. Sections appear as soon as the first estimate is created.