You can send Invoices through the ZenBusiness Money Pro to clients. Here’s how to get started sending Invoices to clients:

  • Navigate to the Invoices page.

  • Select “New Invoice/Quote.”

    • This action will create a new invoice. Then select the business the invoice will be coming from.

    • Enter the client’s information and add the items and/or expenses that you want included.

    • You can also set an invoice to be recurring or set the invoice to be sent in the future.

    • From here, you can also set discounts for the client.

  • Once you’re done filling out the invoice information, you can send the invoice, save as a draft or send as a quote.

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