recurring-invoices
How to Set Up Recurring Invoices in Money Pro
To create a recurring invoice in Money Pro, create your invoice normally, then find the Frequency dropdown on the New Invoice / Quote page, select your billing schedule (weekly, bi-weekly, monthly, etc.), and save. Money Pro automatically generates and sends the invoice on that schedule.
Step-by-Step: Set Up a Recurring Invoice
- Go to ZenBusiness Money → Invoices
- Click + New Invoice / Quote
- Fill in your client, line items, amount, and payment terms as normal
- Find the Frequency field on the invoice form
- Click the Frequency dropdown to see options:
- One-time (default)
- Weekly
- Bi-weekly
- Monthly
- Quarterly
- Annually
- Select your billing schedule
- Set the start date (when the first invoice sends)
- Save or Send the invoice
After setup, Money Pro automatically generates and sends an invoice on the selected schedule. Each recurring invoice is created as a new invoice in your list — you can track payment status for each one individually.
Changing or Stopping a Recurring Invoice
To modify or cancel a recurring series:
1. Find the recurring invoice in your Invoices list
2. Open it and look for Edit or Frequency Settings
3. Change the frequency or set it to One-time to stop future recurrences
Changes only affect future invoices — already-sent recurring invoices in the series are not affected.
Tips for Retainer Clients
- Set the invoice description to include the billing period (e.g., "Monthly Retainer — April 2026")
- Use Net 15 or Net 30 payment terms — clients appreciate knowing exactly when payment is expected
- Enable the merchant account (see How to Accept Online Payments) so retainer clients can pay by card or ACH directly from the invoice
Frequently Asked Questions
Can I send different amounts each month on a recurring invoice?
Not automatically — recurring invoices use the same line items and amounts each cycle. If your retainer amount changes, edit the invoice before it sends (while it's still in Draft for that cycle) or create a new invoice for months with different amounts.
Does Money Pro automatically mark recurring invoices as paid?
Only if the client pays online through the Money Pro merchant account — those mark as Paid automatically. For checks or bank transfers, record each payment manually on the individual invoice.