Zuupr

Help & Support

Learn how to use Zuupr

Invoice Creation

1. Invoice Creation

  • • Navigate to invoice generator
  • • Fill business details
  • • Add client information
  • • Click settings gear
  • • Use 'Add Item' button

2. Managing invoice items

  • • Use the settings gear in the Items section to show or hide the discount columns
  • • Use the Add item button to add a new line
  • • Per-item discounts are switched on from the items header menu
  • • Amounts are calculated for you: rate x quantity, less any discount
  • • Remove a line with the bin icon

3. Electronic invoice standards

  • • PEPPOL: the European standard for electronic invoicing
  • • EN 16931: the European electronic invoice standard
  • • UBL XML: the Universal Business Language XML format
  • • Export options live in the settings panel on the right
  • • Choose your standards under Settings, Invoice settings

4. Language and localisation

  • • Use the language menu in the header to change the interface language
  • • Available languages: English, Spanish, French, German, Italian, Dutch, Polish, Portuguese and Swedish
  • • Your language choice is saved automatically
  • • The whole interface is translated, forms and navigation included
  • • The language selector is available on desktop and on mobile
  • • Changes apply at once, with no page reload

5. Navigation and interface

  • • The page you are on is underlined in the navigation
  • • Click your name in the header for Profile, Settings, Help and Sign out
  • • An arrow marks the buttons that open a menu
  • • Anything clickable shows a pointer cursor and a hover state
  • • On a small screen the navigation becomes a menu button with larger touch targets
  • • The language selector and the account menu are reachable at every screen size

Export and integration guide

Exporting to PEPPOL

  1. Complete all invoice information
  2. Ensure tax rates are correct
  3. Go to Settings
  4. Click 'Export PEPPOL'
  5. System generates XML file
  6. Upload to PEPPOL access point

Exporting to UBL XML

  1. Fill invoice details
  2. Navigate to Settings
  3. Click 'Export UBL XML'
  4. System generates UBL file
  5. Use with accounting system

Accounting system integration

  1. Go to invoice settings
  2. Select accounting system
  3. Configure integration settings
  4. Export compatible formats
  5. Import to accounting system

Supported systems: QuickBooks, Xero, FreshBooks, Sage, NetSuite, Wave, Zoho Books

Tips and best practices

Invoice Creation

  • • Fill in your full business registration details
  • • Set clear payment terms and a due date
  • • Describe each line so the client recognises it
  • • Check the VAT rate before you send
  • • Add any notes or instructions the client needs

Electronic Invoicing

  • • Check that the recipient can receive electronic invoices
  • • Look the recipient up in the PEPPOL participant directory
  • • Validate the XML before sending it
  • • Keep a copy of everything you export
  • • Try the integration with a small invoice first

Need more help?

If you cannot find what you need here, our support team can help.