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Create An Invoice

Ready to pay?Get started
Need to bill a customer today?

Create an invoice. Walk through it here.

Creating an invoice takes one form. Below is what goes in each part, so your customer sees a clear bill and a link to pay it.

  • Fill in one simple form
  • Add items, a due date, and a note
  • Email it with a pay link inside
Get startedBook a demo
AICPA SOC 1AICPA SOC 2PCI DSS CertifiedISO 27001 CertifiedISO 9001 CertifiedISO 20000 CertifiedNIST SP 800-53A Revision 5HIPAA CompliantCCPAGDPR

What your customer sees, and what stays private.

The form has room for both.

MemoA note your customer can see on the invoice.
Private noteA note only you can see. It is not visible to the customer.

Your invoice, from blank form to paid.

Add the details, send the link, and follow the status.

Ask to be paid

In Receive Payment, choose who owes you and send the request by email or SMS.

Follow it in Payments In

Each request shows as Requested, then Paid.

Pay by link

Your customer opens the link and pays by bank account or card.

Invoice managementReceive payments

Add the details

Add a logo, a category, a discount, and tax. Attach a file if you need to.

LogoDiscountTax

Keep your books in sync

Works with QuickBooks, Xero, Zoho, and other accounting tools.

See all integrations

Works with the tools you already use.

Connect your accounting tools and more. See all integrations

QuickBooks OnlineQuickBooks DesktopXeroZoho BooksFreshBooksSage Business Cloud AccountingOracle NetSuiteMicrosoft Dynamics 365WaveBill.comOdooSalesforceHubSpotZapierSlack

Making an invoice should not take over your day.

Here is what gets in the way, and how ZIL MONEY helps.

I do not know what to put on an invoice.

Follow the form. It asks for your bank account, your payer, an invoice number, dates, and items.

My customer asks what the charge is for.

Describe each item. Each row has an item, a description, a quantity, and a unit cost.

I need to add a discount or tax.

Use the totals area. Add a discount or select a tax, and the grand total updates.

I want to remind myself of something.

Add a private note. It is not visible to your customer.

I never know who has paid.

Open your invoice list. It shows the total amount, what is paid, and what is unpaid.

I am not always at my desk.

Use your phone or tablet. Do it from anywhere.

How to create an invoice in four steps.

Start from New Invoice.

1

Open New Invoice

Select your bank account and your payer.

2

Fill in the details

Add an invoice number, the invoice date, and the due date.

3

Add your items

Enter each item with a quantity and a unit cost. Add a discount or tax if you need to.

4

Send it

Email the invoice with a payment link, then follow its status.

Easy to learn. Quick to help.

In their own words, from businesses that use ZIL MONEY.

Rachel Ruiz, Business Strategy Manager at Lennar Title

“Working with ZIL MONEY has been such a great experience.”

We use their platform to create and send eChecks to multiple parties, and it’s been incredibly smooth and efficient. Anytime we have a question or run into an issue, their team is quick to respond and always helpful.

Rachel RuizBusiness Strategy Manager, Lennar Title
Mike S. of Experity

“ZIL MONEY has been a game-changer for our business!”

Their payment support is top-notch, quick, reliable, and always ready to assist with any questions we have.

Mike S.Experity
Cory Edwards, Owner of Edwards Holdings Realty

“The most helpful part is that ZIL MONEY can be used by everyone.”

It’s very easy to navigate. The user interface is very easy to learn. It solves the problem of having various accounting software separately and unable to integrate.

Cory EdwardsOwner, Edwards Holdings Realty

Common questions

How do I create an invoice in ZIL MONEY?
Open Invoice, click New Invoice, and fill in the form. Choose your bank account and payer, add items, and send it.
What goes on an invoice?
You add an invoice number, the invoice date, the due date, and one or more items with a quantity and a unit cost.
Can I add my logo?
Yes. The form has an Add Logo option.
Can I add a discount or tax?
Yes. You can add a discount to an item or the invoice, and select a tax. The grand total updates.
What is a private note?
It is a note for you only. Your customer does not see it. A memo, on the other hand, is visible to your customer.
How does my customer pay?
They open the payment link in your email and pay by bank account or card.
Where do I see my invoices?
In your invoice list. It shows the total amount, the total paid, and the total unpaid.
Does it work with QuickBooks?
ZIL MONEY connects with QuickBooks, Xero, Zoho, and other accounting tools, so your payments and books stay in sync.

Create your first invoice.

Open an account, or book a short demo and we will show you around.

Get startedBook a demo

Have a question? Talk to our team