Setting Up Invoices
How do I set up my invoicing template in Money Pro?
Navigate to the Invoicing page. A pop-up will prompt 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's 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
How do I create a new invoice?
To create a new invoice in Money Pro, follow these steps:
Go to Invoices:
From your dashboard, look for the left sidebar.
Click on "ZenBusiness Money", then select "Invoices".
Create a new invoice:
In the Invoices section, click the + New Invoice / Quote button.
Enter Invoice details:
Business Information: Start by adding your business details. This includes your business name, address, and contact info.
Customer Information: Next, fill in your customer’s details, like their name, address, and any relevant contact information.
Product or Service Details: Add the items or services you are billing for. Include the name, description, quantity, price, and any applicable taxes.
Review and save:
Double-check all the information you've entered to ensure accuracy.
Once everything looks correct, save your invoice.
This process ensures your invoice is complete, professional, and ready to send.
How do I create a new quote or estimate?
Creating a quote or estaimte is very similar to how you create an invoice.
To set up a quote or estimate in Money Pro, follow these steps:
Option 1:
From the sidebar, select ZenBusiness Money > Invoices > “+ New Invoice / Quote”
Enter the business, customer, and product info onto your invoice
From the “New Invoice / Quote” page, click “Next” and choose “Send as Quote”
Option 2:
Invoices that are still in “Draft” status will also have the option to be sent as a quote.
From the invoice dashboard, find the desired invoice on the list. It should still be in “Draft” status.
Hover over the 3 dots on the line item and click “Send as Quote”
How do I convert a quote into an invoice?
Find the sidebar and go to ZenBusiness Money > Invoices
Find the invoice that you’ve previously sent as a quote from the invoice list.
Select “Next”
Then “Save and Send” your invoice.
How do I set up recurring invoices?
While editing your new invoice on the “New Invoice / Quote” page, you can also adjust the frequency, to control how often it will be sent to your customer.
Select “Frequency” to reveal the dropdown menu, then choose your option.
How do I create a payment link for an online invoice?
You may also send clients and customers a payment link to pay an online invoice.
Find the left sidebar and go to ZenBusiness Money > Invoices
From the invoice dashboard, you have two options depending on your invoice type:
If your invoice is a draft
Select it from the invoice list-view
Click “Next” then “Other Options”
Finally, select “Save Final and Create Link”
Copy Link
If your invoice is active and sent to your customer
Select it from the invoice list-view
Click “other Options” then “Create Link”
Copy link
How do I add a new client to an invoice?
Find the left sidebar and go to ZenBusiness Money > Invoices
From there, you have a few options to add a new client for an invoice.
To add a new client directly to the invoice itself,
Select “+ New Invoice / Quote”
Select your business
Click the “Client” box
Select “Add new client.”
Type the Client’s Name and select “Add”
Enter the new client's information
Now the customer has been added as a client for invoicing.
To add or remove clients from your client list
Go to the invoice dashboard and select the gear icon
Select “Clients”
To add a new client, click the “+ Add” button and enter the client’s info.
To delete an existing client, click on the name from the list and then “Delete Client”
And you're done!
Reminders & Statuses
How do I send payment reminders?
Find the left sidebar and go to ZenBusiness Money > Invoices
For an active invoice, find the invoice you want to remind the client to pay
Click “Send Reminder” directly from the dashboard list-view
You can also click into the invoice and send the reminder there. Simply locate and click “Send Reminder” in the actions area of the invoice
How do I change the frequency of payment reminders?
From ZenBusiness Money > Invoices, select the gear icon on the invoice dashboard.
Click “Payment Reminders” from the drop down list, then “Frequency Settings” in the text box
Select one or multiple payment reminder options for all of your invoices
What do the different invoice statuses mean?
Invoice statuses give you a quick way to track payments. There are many invoice status types under “Invoices Overview” on the Invoice dashboard:
Active - Unpaid Invoices that have been sent to the customer and Draft Invoices
Draft - Invoices that are still in progress and have not been sent to the customer
Unpaid - Invoices sent to the customer that have not been paid for
Paid - Invoices paid in full by the customer
Archived - Invoices that have been canceled
Refunded - Paid Invoices where the payment was returned
Editing & Limits
How do I edit an existing invoice?
You can only edit an existing invoice if it is in draft status
From ZenBusiness Money > Invoices
Click “Invoice Type” and select “Draft”
Click “Edit Invoice” on the invoice line and make adjustments
Select “Next”
Save or send.
Are there payment limits on how much I can charge in an invoice?
Currently, we have a limit of $2,500. Please contact us for help in raising your daily invoice limit.