Is there a way to automate invoice generation from Excel or other files?
Yes, you can upload Excel files containing invoice data to the Zil Money platform, and the system will automatically generate invoices based on the information provided in the file.
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How to export the checks to Excel?
Step 1: Login to Online Check Writer and select Payments. Step 2: Click on the Check tab on the top and click Export icon on the right side. Step 3: Then click on Filter and Export option. Step 4: Select Bank Account, Time, Status, and the category ...
What’s the fastest way to make payments?
The fastest way is to use virtual cards, which can be sent online and used immediately. ACH payments and checks will take longer.
Will the invoice be adjusted proportionally based on the time of the month user subscribes?
The user's billing cycle will begin on the date of subscription. For example, if the user subscribes on the 15th of the month, the next invoice will be generated on the 15th of the following month.
How to import Payee list from Excel?
Step 1: Go to Payees from the side panel and click Import on the top right corner. Step 2: Upload the document and click Import. Step 3: Match the data using drop down box and click the Submit.
How to import checks from Excel?
Step 1: Login to Online Check Writer and select Home. Step 2: Click on the '+' at the top left. Step 3: Then click on Import Check, which takes you to the pop-up window. Step 4: Select Bank Account, select File, and select a template if needed. Step ...