Table Of Contents

Set Up Finances
Set Up A Workflow
Set Up Services
Set Up Forms
Set Up Your Service Catalog
Invite Team Members
Invite Clients

Set Up Finances

Finances can only be set up by Owners

To access Finances:

Select Workspace on the left sidebar under Settings & Customization,
From the drop-down menu, select Finances.

On the new page, you'll find three tabs: General settings, Payment methods, and Seller details. We’ll go through them one-by-one.

General Settings

Here, you can set up the default settings that can be changed anytime for each individual client, so choose what you consider the most common options to save time later on.

Currency: choose which currency should be showed by default. Available currencies are listed here.

Tax support: decide if you want to include percentage-based tax by default for every Service. When you enable it, a new field will pop up. Enter your preferred default tax value there.

Payment deadline: set the number of days in which your clients have to pay for Quotes. If you leave this field blank, the payment date will be the same as the issue date of the Quote.

Documents logo: upload a logo that will be visible on your Invoices. Allowed formats are JPG, PNG, BMP, GIF, and WEBP. The image’s height can’t be bigger than 200px.

Documents numbering: set the numbering scheme of your Quotes and Invoices. Available formats are: ##/DD/MM/YYYY, ##/MM/YYYY, ##/YYYY.



Invoices: here, you can customize the numbering scheme of your Invoices. You can choose to include a Prefix and Suffix as well as a Footer note, which will appear at the bottom of your Invoices. In the top right corner, you can see the preview of your final numbering.



Quotes: here, you can customize the numbering scheme of your Quotes. You can choose to include a Prefix and Suffix as well as a Footer note, which will appear at the bottom of your Quotes. In the top right corner, you can see the preview of your final numbering.

Payment Methods

Here, you can configure your payment methods to make it possible for your clients to pay you. There are two payment methods available: Stripe and Bank Transfers.

To integrate Stripe, select the "Connect" button in the bottom right corner of the field. You'll be taken to Stripe to complete the integration process. To learn more about the integration process, read this article.



To enable manual payments, toggle the switch button in the top right corner of the field and enter the name of the payment method (for example: Bank Transfer or PayPal). Then, enter the required information in the "Payment details" field, such as your name and address, account number, IBAN, or SWIFT.

You can create as many manual payment options as you want. To do that, select the "+ Add new payment method" line below the field box.

You can also change the order of the manual payment methods by drag-and-dropping them. Select the ellipsis on the left to do that.

And if you want to delete a manual payment method, select the trash bin icon in the right corner of the field.

To learn more about manual payments, read this article.



The information you provide here will be shown in your payment requests for services with manual payments selected as the method of payment.

Seller Details

Here, provide all the information needed to issue Quotes & Invoices, as well as receive payments. First Name, Last Name, Country, and Zip code fields are obligatory.

Set Up A Workflow

Workflows can be set up by Managers, Admins, and Owners

Workflow is necessary to create a structured and automated process that can be assigned to specific services. You can create as many workflows as you wish in order to suit different types of requests and services. To learn how to set up your Workflow in depth, read this article.

Set Up Services

Services can be set up by Agents, Managers, Admins, and Owners

Services are your offers that can be either Productized, Subscription-Based, Custom, or Free. You can create an infinite number of Services and choose which ones are available to your clients in the Service Catalog.

Set Up Forms

Forms can be set up by Admins and Owners

Forms let you collect essential information on requests and orders from your clients. You can use different field types to create your Forms, from upload fields to descriptions and multi-select options. To learn more about Forms, read this article.

Set Up Your Service Catalog

Service Catalog can be set up by Admins and Owners

Service Catalog is a place where you can list your available services and where your clients can submit their orders. To learn how to set up your Service Catalog in depth, read this article.

Invite Team Members

Invitations can be sent by Admins and Owners

Zendo has been created with teams in mind, and it's perfectly suited for teamwork. So don’t forget to invite the people you want to work with. To learn how to do that, read this article.

There are five different Roles & Permission levels that can be assigned to team members: Watcher, Agent, Manager, Admin, and Owner. To learn more about Roles & Permissions, read this article.

Invite Clients

Invitations can be sent by Agents, Managers, Admins, and Owners

To collaborate with clients in your client portal or let them order new services, you have to invite your clients to your workspace. To learn how to do that, read this article.

Updated on: 21/03/2024