{"id":2955,"date":"2021-06-08T12:48:32","date_gmt":"2021-06-08T18:48:32","guid":{"rendered":"http:\/\/help.zoomgrants.com\/?post_type=ht_kb&#038;p=2955"},"modified":"2025-07-23T13:56:20","modified_gmt":"2025-07-23T19:56:20","slug":"applicants-creating-and-submitting-an-invoice","status":"publish","type":"ht_kb","link":"https:\/\/help.zoomgrants.com\/index.php\/zgu\/applicants-creating-and-submitting-an-invoice\/","title":{"rendered":"Applicants: Creating and Submitting an Invoice"},"content":{"rendered":"<p>The ZoomGrants Financial feature allows grant administrators from the funding organization the ability to accept invoices from approved and funded applicants.&nbsp; If the Financial feature (optional) is being utilized, the following steps can be followed to create and submit an invoice.<\/p>\n\n\n<h2 class=\"wp-block-heading\">Log into ZoomGrants<\/h2>\n\n\n\n<p>1. Log in to ZoomGrants utilizing your account ZoomGrants account credentials. (ZoomGrants passwords can be reset via the &#8216;Forgot Password&#8217; link on the ZoomGrants log in page).<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img fetchpriority=\"high\" decoding=\"async\" width=\"1024\" height=\"544\" src=\"http:\/\/help.zoomgrants.com\/wp-content\/uploads\/2020\/09\/ZG-login-3-1024x544.png\" alt=\"\" class=\"wp-image-2616\" srcset=\"https:\/\/help.zoomgrants.com\/wp-content\/uploads\/2020\/09\/ZG-login-3-1024x544.png 1024w, https:\/\/help.zoomgrants.com\/wp-content\/uploads\/2020\/09\/ZG-login-3-300x159.png 300w, https:\/\/help.zoomgrants.com\/wp-content\/uploads\/2020\/09\/ZG-login-3-768x408.png 768w, https:\/\/help.zoomgrants.com\/wp-content\/uploads\/2020\/09\/ZG-login-3-50x27.png 50w, https:\/\/help.zoomgrants.com\/wp-content\/uploads\/2020\/09\/ZG-login-3-60x32.png 60w, https:\/\/help.zoomgrants.com\/wp-content\/uploads\/2020\/09\/ZG-login-3-100x53.png 100w, https:\/\/help.zoomgrants.com\/wp-content\/uploads\/2020\/09\/ZG-login-3.png 1404w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Create an Invoice<\/h2>\n\n\n\n<p class=\"wp-block-ht-blocks-messages wp-block-hb-message wp-block-hb-message--withicon is-style-alert\"><em>Invoices can only be created if your application is approved by the funding organization.&nbsp; If you have been asked to create an invoice, but your application is not categorized as &#8216;Approved&#8217; in your account, you will need to contact the funding organization via the &#8216;Contact Admin&#8217; tab in your online application.<\/em><\/p>\n\n\n\n<p>&nbsp;<span style=\"background-color: #bc6d1a;\">My Account Home &gt; Approved Applications&nbsp;<\/span><\/p>\n<p>2. Invoices can be created in two different ways.<\/p>\n<ol style=\"list-style-type: upper-roman;\">\n<li>&nbsp;Add Invoice Button<br><br>\n<ol style=\"list-style-type: upper-roman;\">\n<li>Click the <span style=\"background-color: #bc6d1a;\">Add Invoice<\/span> button.<br><br><img decoding=\"async\" class=\"alignnone  wp-image-2972\" src=\"http:\/\/help.zoomgrants.com\/wp-content\/uploads\/2021\/06\/Screen-Shot-2021-06-08-at-1.08.50-PM-300x159.png\" alt=\"\" width=\"443\" height=\"235\" srcset=\"https:\/\/help.zoomgrants.com\/wp-content\/uploads\/2021\/06\/Screen-Shot-2021-06-08-at-1.08.50-PM-300x159.png 300w, https:\/\/help.zoomgrants.com\/wp-content\/uploads\/2021\/06\/Screen-Shot-2021-06-08-at-1.08.50-PM-1024x542.png 1024w, https:\/\/help.zoomgrants.com\/wp-content\/uploads\/2021\/06\/Screen-Shot-2021-06-08-at-1.08.50-PM-768x407.png 768w, https:\/\/help.zoomgrants.com\/wp-content\/uploads\/2021\/06\/Screen-Shot-2021-06-08-at-1.08.50-PM-50x26.png 50w, https:\/\/help.zoomgrants.com\/wp-content\/uploads\/2021\/06\/Screen-Shot-2021-06-08-at-1.08.50-PM-1536x813.png 1536w, https:\/\/help.zoomgrants.com\/wp-content\/uploads\/2021\/06\/Screen-Shot-2021-06-08-at-1.08.50-PM-2048x1084.png 2048w, https:\/\/help.zoomgrants.com\/wp-content\/uploads\/2021\/06\/Screen-Shot-2021-06-08-at-1.08.50-PM-60x32.png 60w, https:\/\/help.zoomgrants.com\/wp-content\/uploads\/2021\/06\/Screen-Shot-2021-06-08-at-1.08.50-PM-100x53.png 100w\" sizes=\"(max-width: 443px) 100vw, 443px\" \/><\/li>\n<li>The invoice will populate in a pop-up window.<br><br><img decoding=\"async\" class=\"alignnone size-medium wp-image-2975\" src=\"http:\/\/help.zoomgrants.com\/wp-content\/uploads\/2021\/06\/Screen-Shot-2021-06-08-at-1.42.14-PM-300x236.png\" alt=\"\" width=\"300\" height=\"236\" srcset=\"https:\/\/help.zoomgrants.com\/wp-content\/uploads\/2021\/06\/Screen-Shot-2021-06-08-at-1.42.14-PM-300x236.png 300w, https:\/\/help.zoomgrants.com\/wp-content\/uploads\/2021\/06\/Screen-Shot-2021-06-08-at-1.42.14-PM-1024x806.png 1024w, https:\/\/help.zoomgrants.com\/wp-content\/uploads\/2021\/06\/Screen-Shot-2021-06-08-at-1.42.14-PM-768x605.png 768w, https:\/\/help.zoomgrants.com\/wp-content\/uploads\/2021\/06\/Screen-Shot-2021-06-08-at-1.42.14-PM-50x39.png 50w, https:\/\/help.zoomgrants.com\/wp-content\/uploads\/2021\/06\/Screen-Shot-2021-06-08-at-1.42.14-PM-1536x1210.png 1536w, https:\/\/help.zoomgrants.com\/wp-content\/uploads\/2021\/06\/Screen-Shot-2021-06-08-at-1.42.14-PM-60x47.png 60w, https:\/\/help.zoomgrants.com\/wp-content\/uploads\/2021\/06\/Screen-Shot-2021-06-08-at-1.42.14-PM-100x79.png 100w, https:\/\/help.zoomgrants.com\/wp-content\/uploads\/2021\/06\/Screen-Shot-2021-06-08-at-1.42.14-PM.png 1902w\" sizes=\"(max-width: 300px) 100vw, 300px\" \/><\/li>\n<li>If the invoice does not populate in a new window, this indicates that your browser has disabled pop-ups.&nbsp; This will require you to either enable pop-ups for the browser OR you will need to utilize an alternative browser to access ZoomGrants.<br><br><\/li>\n<\/ol>\n<\/li>\n<li>Financial Tab<br><br>\n<ol style=\"list-style-type: upper-roman;\">\n<li>Click the name of your online application.<br><br><img loading=\"lazy\" decoding=\"async\" class=\"alignnone  wp-image-2970\" src=\"http:\/\/help.zoomgrants.com\/wp-content\/uploads\/2021\/06\/Screen-Shot-2021-06-08-at-1.09.35-PM-2-300x159.png\" alt=\"\" width=\"447\" height=\"237\" srcset=\"https:\/\/help.zoomgrants.com\/wp-content\/uploads\/2021\/06\/Screen-Shot-2021-06-08-at-1.09.35-PM-2-300x159.png 300w, https:\/\/help.zoomgrants.com\/wp-content\/uploads\/2021\/06\/Screen-Shot-2021-06-08-at-1.09.35-PM-2-1024x543.png 1024w, https:\/\/help.zoomgrants.com\/wp-content\/uploads\/2021\/06\/Screen-Shot-2021-06-08-at-1.09.35-PM-2-768x407.png 768w, https:\/\/help.zoomgrants.com\/wp-content\/uploads\/2021\/06\/Screen-Shot-2021-06-08-at-1.09.35-PM-2-50x26.png 50w, https:\/\/help.zoomgrants.com\/wp-content\/uploads\/2021\/06\/Screen-Shot-2021-06-08-at-1.09.35-PM-2-1536x814.png 1536w, https:\/\/help.zoomgrants.com\/wp-content\/uploads\/2021\/06\/Screen-Shot-2021-06-08-at-1.09.35-PM-2-2048x1085.png 2048w, https:\/\/help.zoomgrants.com\/wp-content\/uploads\/2021\/06\/Screen-Shot-2021-06-08-at-1.09.35-PM-2-60x32.png 60w, https:\/\/help.zoomgrants.com\/wp-content\/uploads\/2021\/06\/Screen-Shot-2021-06-08-at-1.09.35-PM-2-100x53.png 100w\" sizes=\"(max-width: 447px) 100vw, 447px\" \/><\/li>\n<li>Scroll through the program instructions and click on the default ZoomGrants Financial tab. (The funding organization can relabel this tab.)<\/li>\n<li>Click the <span style=\"background-color: #bc6d1a;\">Create a New Invoice<\/span> button.<br><br><img loading=\"lazy\" decoding=\"async\" class=\"alignnone  wp-image-2971\" src=\"http:\/\/help.zoomgrants.com\/wp-content\/uploads\/2021\/06\/Screen-Shot-2021-06-08-at-1.27.28-PM-300x155.png\" alt=\"\" width=\"448\" height=\"231\" srcset=\"https:\/\/help.zoomgrants.com\/wp-content\/uploads\/2021\/06\/Screen-Shot-2021-06-08-at-1.27.28-PM-300x155.png 300w, https:\/\/help.zoomgrants.com\/wp-content\/uploads\/2021\/06\/Screen-Shot-2021-06-08-at-1.27.28-PM-1024x528.png 1024w, https:\/\/help.zoomgrants.com\/wp-content\/uploads\/2021\/06\/Screen-Shot-2021-06-08-at-1.27.28-PM-768x396.png 768w, https:\/\/help.zoomgrants.com\/wp-content\/uploads\/2021\/06\/Screen-Shot-2021-06-08-at-1.27.28-PM-50x26.png 50w, https:\/\/help.zoomgrants.com\/wp-content\/uploads\/2021\/06\/Screen-Shot-2021-06-08-at-1.27.28-PM-1536x791.png 1536w, https:\/\/help.zoomgrants.com\/wp-content\/uploads\/2021\/06\/Screen-Shot-2021-06-08-at-1.27.28-PM-2048x1055.png 2048w, https:\/\/help.zoomgrants.com\/wp-content\/uploads\/2021\/06\/Screen-Shot-2021-06-08-at-1.27.28-PM-60x31.png 60w, https:\/\/help.zoomgrants.com\/wp-content\/uploads\/2021\/06\/Screen-Shot-2021-06-08-at-1.27.28-PM-100x52.png 100w\" sizes=\"(max-width: 448px) 100vw, 448px\" \/><\/li>\n<li>The invoice will populate in a pop-up window.<br><br><img decoding=\"async\" class=\"alignnone size-medium wp-image-2975\" src=\"http:\/\/help.zoomgrants.com\/wp-content\/uploads\/2021\/06\/Screen-Shot-2021-06-08-at-1.42.14-PM-300x236.png\" alt=\"\" width=\"300\" height=\"236\" srcset=\"https:\/\/help.zoomgrants.com\/wp-content\/uploads\/2021\/06\/Screen-Shot-2021-06-08-at-1.42.14-PM-300x236.png 300w, https:\/\/help.zoomgrants.com\/wp-content\/uploads\/2021\/06\/Screen-Shot-2021-06-08-at-1.42.14-PM-1024x806.png 1024w, https:\/\/help.zoomgrants.com\/wp-content\/uploads\/2021\/06\/Screen-Shot-2021-06-08-at-1.42.14-PM-768x605.png 768w, https:\/\/help.zoomgrants.com\/wp-content\/uploads\/2021\/06\/Screen-Shot-2021-06-08-at-1.42.14-PM-50x39.png 50w, https:\/\/help.zoomgrants.com\/wp-content\/uploads\/2021\/06\/Screen-Shot-2021-06-08-at-1.42.14-PM-1536x1210.png 1536w, https:\/\/help.zoomgrants.com\/wp-content\/uploads\/2021\/06\/Screen-Shot-2021-06-08-at-1.42.14-PM-60x47.png 60w, https:\/\/help.zoomgrants.com\/wp-content\/uploads\/2021\/06\/Screen-Shot-2021-06-08-at-1.42.14-PM-100x79.png 100w, https:\/\/help.zoomgrants.com\/wp-content\/uploads\/2021\/06\/Screen-Shot-2021-06-08-at-1.42.14-PM.png 1902w\" sizes=\"(max-width: 300px) 100vw, 300px\" \/><\/li>\n<li>If the invoice does not populate in a new window, this indicates that your browser has disabled pop-ups. This will require you to either enable pop-ups for the browser OR you will need to utilize an alternative browser to access ZoomGrants.<\/li>\n<\/ol>\n<\/li>\n<\/ol>\n<p>&nbsp;<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Complete an Invoice<\/h2>\n\n\n\n<p>3. Complete the fields that are associated with the newly-created invoice.&nbsp; The following fields are associated with each ZoomGrants invoice:<\/p>\n<ol style=\"list-style-type: lower-roman;\">\n<li>Invoice Number <br><em>This is a number created by the applicant for tracking purposes.&nbsp; (The funding organization has the ability to change the invoice number once the invoice is submitted, if necessary.)<\/em><\/li>\n<li>Requested Amount<\/li>\n<li>Invoice Contact Name<\/li>\n<li>Invoice Contact Phone<\/li>\n<li>Invoice Contact Email<\/li>\n<li>Payment Instructions (not required)<\/li>\n<\/ol>\n<p>The funding organization has the ability to customize the invoice and request additional information, including:<\/p>\n<ol style=\"list-style-type: lower-roman;\">\n<li>Invoice Questions<br><em>Additional questions completed before the invoice is submitted.&nbsp;<\/em><\/li>\n<li>Document Requests<br><em>Documents requested by the funding organization that are associated with each invoice. <a href=\"http:\/\/help.zoomgrants.com\/index.php\/zgu\/how-do-i-upload-documents-to-my-application\/\" target=\"_blank\" rel=\"noopener\">How do I upload documents?<\/a><\/em><\/li>\n<li>Invoice Certification&nbsp;<br><em>An electronic signature of the person submitting the invoice.<\/em><\/li>\n<\/ol>\n\n\n\n<h2 class=\"wp-block-heading\">Submit an Invoice<\/h2>\n\n\n\n<p>4. Once the required fields of the invoice are completed, you will need to submit the invoice to the funding organization for their review.&nbsp; To submit an invoice, you will simply need to click the <span style=\"background-color: #999999;\">Submit Invoice<\/span> button at the top.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"807\" src=\"http:\/\/help.zoomgrants.com\/wp-content\/uploads\/2021\/06\/Screen-Shot-2021-06-08-at-1.45.55-PM-2-1024x807.png\" alt=\"\" class=\"wp-image-2981\" srcset=\"https:\/\/help.zoomgrants.com\/wp-content\/uploads\/2021\/06\/Screen-Shot-2021-06-08-at-1.45.55-PM-2-1024x807.png 1024w, https:\/\/help.zoomgrants.com\/wp-content\/uploads\/2021\/06\/Screen-Shot-2021-06-08-at-1.45.55-PM-2-300x237.png 300w, https:\/\/help.zoomgrants.com\/wp-content\/uploads\/2021\/06\/Screen-Shot-2021-06-08-at-1.45.55-PM-2-768x606.png 768w, https:\/\/help.zoomgrants.com\/wp-content\/uploads\/2021\/06\/Screen-Shot-2021-06-08-at-1.45.55-PM-2-50x39.png 50w, https:\/\/help.zoomgrants.com\/wp-content\/uploads\/2021\/06\/Screen-Shot-2021-06-08-at-1.45.55-PM-2-1536x1211.png 1536w, https:\/\/help.zoomgrants.com\/wp-content\/uploads\/2021\/06\/Screen-Shot-2021-06-08-at-1.45.55-PM-2-60x47.png 60w, https:\/\/help.zoomgrants.com\/wp-content\/uploads\/2021\/06\/Screen-Shot-2021-06-08-at-1.45.55-PM-2-100x79.png 100w, https:\/\/help.zoomgrants.com\/wp-content\/uploads\/2021\/06\/Screen-Shot-2021-06-08-at-1.45.55-PM-2.png 1900w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>The ZoomGrants Financial feature allows grant administrators from the funding organization the ability to accept invoices from approved and funded applicants.&nbsp; If the Financial feature (optional) is being utilized, the following steps can be followed to create and submit an invoice. Log into ZoomGrants 1. Log in to ZoomGrants utilizing&#8230;<\/p>\n","protected":false},"author":3,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[18],"ht-kb-tag":[],"class_list":["post-2955","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-applicantkbs"],"_links":{"self":[{"href":"https:\/\/help.zoomgrants.com\/index.php\/wp-json\/wp\/v2\/ht-kb\/2955","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.zoomgrants.com\/index.php\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/help.zoomgrants.com\/index.php\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/help.zoomgrants.com\/index.php\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/help.zoomgrants.com\/index.php\/wp-json\/wp\/v2\/comments?post=2955"}],"version-history":[{"count":17,"href":"https:\/\/help.zoomgrants.com\/index.php\/wp-json\/wp\/v2\/ht-kb\/2955\/revisions"}],"predecessor-version":[{"id":3143,"href":"https:\/\/help.zoomgrants.com\/index.php\/wp-json\/wp\/v2\/ht-kb\/2955\/revisions\/3143"}],"wp:attachment":[{"href":"https:\/\/help.zoomgrants.com\/index.php\/wp-json\/wp\/v2\/media?parent=2955"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.zoomgrants.com\/index.php\/wp-json\/wp\/v2\/ht-kb-category?post=2955"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.zoomgrants.com\/index.php\/wp-json\/wp\/v2\/ht-kb-tag?post=2955"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}