When you first sign up for ZenBusiness Money Pro and navigate to the Invoicing page, you’ll notice a pop-up that prompts you to set up your invoice template. If you don’t have time to do it then and need to come back to it later, no problem! Just select the gear icon on the Invoicing page and fill out the information:

  • Upload your business logo.

  • Choose your brand color theme.

  • Enter your business information:

    • Address

    • Phone Number

    • Important to note, you cannot change the email address associated with your business as that’s tied to your ZenBusiness account. If you need to change your email on the account, please contact one of our Customer Success agents.

  • Enter your default message (optional).

  • Set your payment terms:

    • Due now

    • Due in 10 days

    • Due in 15 days

    • Due in 30 days

    • Due in 60 days

    • Customer

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