Discover the seamless efficiency of managing your contractors' invoices with Zerity. Our platform centralizes all your financial documentation in one easily accessible location, simplifying the process of tracking contractor payments. Learn how to download invoices with just a few clicks through our user-friendly interface. With Zerity, your accounting tasks become significantly more manageable, freeing you up to focus on the core operations of your business without the hassle of paperwork.
Guide to Downloading Invoices from Zerity
Access the 'Finance' Section: Log into your Zerity account and navigate to the 'Finance' section from the main menu.
Go to 'Invoices': Within the 'Finance' section, find and click on the 'Invoices' tab to see all your invoice listings.
Select and Download Invoices: Choose the invoice(s) you need by ticking the checkbox next to each or open an individual invoice and click the 'Download' button to save it in PDF format for easy viewing, sharing, or printing.
What to do with the downloaded invoices?
Enhancing your workflow, the invoices downloaded from Zerity are not only easy to manage but also seamlessly compatible with leading accounting software, including Xero. This flexibility ensures that whether you prefer to manually upload your financial documents or take advantage of automated processes, Zerity supports your choice. Furthermore, we are proud to offer direct integration options with various accounting platforms. This direct integration streamlines your financial operations, allowing for real-time updates to your accounting records directly from Zerity, thereby eliminating the need for manual data entry and reducing the potential for errors. With Zerity, you gain a partner committed to the efficiency and accuracy of your financial management processes.
Our system seamlessly integrates with Xero, Quickbooks, and Sage for convenient financial management.