How to Create and Send an Invoice in Money Pro
How to Create and Send an Invoice in Money Pro
To create an invoice in Money Pro, go to ZenBusiness Money → Invoices → click + New Invoice / Quote, select your client, add line items with descriptions and prices, set the due date or payment terms, and click Next → Save and Send. Your client receives an email with the invoice PDF and a Pay Now link.
Step-by-Step: Create an Invoice
- Log in at app.zenbusiness.com
- Go to ZenBusiness Money → Invoices in the left navigation
- Click + New Invoice / Quote
- Select your business from the dropdown
- Click the Client field → select an existing client or click Add new client to create one
- Add line items: description, quantity, and rate/price for each service or product
- Set payment terms (Due Now, Net 10, Net 15, Net 30, Net 60, or a custom date)
- Add an optional memo (payment instructions, notes, late fee policy)
- Review the total
- Click Next → Save and Send
Your client receives an email with the invoice PDF attached and, if you have the merchant account set up, a Pay Now button for online payment.
Set Up Your Invoice Template First
Before your first invoice, personalize your template so every invoice looks professional:
- From the Invoices page, click the gear icon
- Upload your business logo
- Enter your business name, address, and phone number
- Set your default payment terms
- Add a default message (optional intro text)
- Save — these settings apply to all future invoices
Note: You cannot change the email address on invoices independently — it's tied to your ZenBusiness account email. To change that, contact support.
Adding a New Client
Directly on the invoice:
- Click the Client field → Add new client → enter the client's name, email, and billing address
From your client list:
- Gear icon → Clients → + Add → enter client details
- To delete a client: click their name → Delete Client
Invoice Statuses
Your invoice moves through these statuses automatically:
| Status | Meaning |
|---|---|
| Draft | Created but not sent |
| Unpaid | Sent, payment not yet received |
| Viewed | Client opened the invoice |
| Paid | Payment recorded |
| Overdue | Past due date, unpaid |
| Archived | Cancelled invoice |
| Refunded | Payment was returned |
Sending Payment Reminders
For overdue invoices:
1. Find the invoice in the Invoices list
2. Click Send Reminder — this sends a follow-up email to the client with the invoice attached
To configure automatic reminder timing: gear icon → Payment Reminders → Frequency Settings.
Editing Invoices
You can only edit an invoice while it's in Draft status. Once sent, an invoice is locked. If you need to correct a sent invoice, archive it and create a new one, or add a corrective line item and resend.
Frequently Asked Questions
How do I create a payment link clients can pay directly?
From a Draft invoice: Next → Other Options → Save Final and Create Link → Copy Link. From a sent invoice: click Other Options → Create Link → Copy Link. Share the link by text, email, or embed it on your website.
Can I duplicate an invoice for a repeat client?
Hover over the invoice in the list → click the three-dot menu → Duplicate. Update the date and any changed details, then send.
What's the difference between Net 30 and a custom due date?
Net 30 sets the due date automatically as 30 days from the invoice date. A custom due date lets you pick a specific calendar date. Both produce the same result — they just calculate differently.
Can I add a discount to an invoice?
Add a line item with a negative amount (e.g., -$50 for "10% discount") to show the discount and adjust the total.
Related Articles
- Money Pro Invoice Statuses
- How to Accept Online Payments
- How to Set Up Recurring Invoices
- How to Create a Quote or Estimate
Still need help? Call (844) 493-6249 or email moneysupport@zenbusiness.com.