The problem it solves
Getting paid is the difference between a business that survives and one that doesn’t — yet invoicing is the admin everyone puts off. Re-keying details, chasing overdue accounts and reconciling against the bank eats hours. Zulu’s invoicing engine has been refined over a decade and more than $80 million in transactions, and it’s connected to the work you’ve actually done.
What it does
- Create and send professional invoices (draft or approve), with reference numbering and PO/client references
- Smart line items — auto-fill price, cost and description from a product by SKU or token
- Serious pricing — seven wholesale tiers, quantity price breaks, client-specific pricing rules and CostPlus markup, all flowing onto the line automatically
- Payments — record part-payments and track the balance; many methods supported (card, bank, cash, Stripe, PayPal, Afterpay, Zip, eWay, Poli/DPS). Invoices lock once paid to protect the audit trail
- Credit notes & refunds — full credit-note workflow with its own numbering
- Statements — aggregate invoices and payments per client, with scheduled sends and configurable payment reminders (before and after due date)
- Quotes → invoice — convert an accepted quote straight through
- Stock-aware — fulfil invoice lines from inventory (location/zone/batch), with partial fulfilment
- Multi-channel — the same engine powers invoiced sales, POS and web orders
- Coupons & gift vouchers — percent/fixed/product/credit coupons; auto-generated voucher PDFs
- Xero sync — two-way, including payment reconciliation
- No transaction fees, ever — you keep 100% of your income
Use cases
A service business turns a signed-off job into an invoice in one click. A distributor bills account customers at their tier price with part-payments tracked. A retailer issues a credit note and emails a month-end statement with reminders set.
How it connects
Invoicing draws on the CRM (who), Products and Inventory (what, and at what cost/price), and Quoting / Job Cards (the work) — bill from real events, not retyped data.
For your AI agent
Live on the API today.
- Create an invoice —
POST /invoice - Add / update / remove line items —
POST|PUT|DELETE /invoice/{token}/line - Read detail and a full payment summary (subtotal, tax, total, paid, balance) —
GET /invoice/{token} - List and filter invoices —
GET /invoice
Best for
Every business that bills — from solo operators to distributors running high invoice volumes with tiered pricing and Xero.