Role That Can Set Up Manual Payments: Owner

Table Of Contents

Manual Payments In Zendo
How To Add A Manual Payment Option?
Ordering Services Using Manual Payments
Productized Services
Subscription Services
How To Mark Orders As Paid?
Productized Services
Subscription Services

Manual Payments In Zendo

Manual payments in Zendo allow you to use additional payment methods outside of Stripe, which Zendo integrates with directly.

Add instructions for completing payments outside of Zendo, for example, using a PayPal link or sharing bank transfer details, and then mark any services sold using those methods of payments as paid.

How To Add A Manual Payment Option?

To add a new manual payment option:

select Workspace on the left-hand side panel and choose Finances from the drop-down menu,
on the new page, switch the tab to Payment Methods,



scroll down to the Manual Payments section,
select the "+Add new payment method" option at the bottom of the Manual Payments section,



type the payment method title,
under payment details, enter the instructions for your clients to complete payments using the added method: could be bank transfer details or a link to your PayPal,



select the "Save changes" button in the bottom right corner of the page to complete the process.

To temporairly hide an added payment method, switch the toggle next to it.
To delete an added payment method, select the trash icon next to it.

Ordering Services Using Manual Payments

Productized Services

The flow for ordering a productized service in Zendo with added manual payment:

go to the Service Catalog or individual service's checkout page,
select the "Order service" button,
fill out the order form (if added) and select the "Continue to checkout" button,
fill out the invoice details (if not-logged-in) and select the preferred payment method,



select the "Submit request" button,
on the request page, see the payment details,



complete the payment using the provided details.

To learn more about productized services, go here.

Subscription Services

The flow for ordering a subscription service in Zendo with added manual payment:

go to the Service Catalog or individual service's checkout page,
select the "Order service" button,
select the preferred subscription plan by selecting the "Order service" button under it,
fill out the order form (if added) and select the "Continue to checkout" button,
fill out the invoice details (if not-logged-in) and select the preferred payment method,



select the "Continue to summary" button,
complete the payment using the provided details,



select the "Continue" button.

To learn more about subscription services, go here.

How To Mark Orders As Paid?

Productized Services

select the request connected with the order,



mark the connected Quote as paid by selecting the "mark as paid" option.

You can also mark this Quote as done to issue an invoice for this payment.

Subscription Services

select Subscriptions on the left-hand side panel,
next to the subscription you want to mark as paid, select the elipsis icon under the Actions column in the Subscriptions table,



select "Mark as paid",



in the popup window, confirm your choice selecting the final "Mark as paid" button.

The subscription's status in the Subscriptions table will change from Pending Payment to Active.

Invoices for paid subscriptions are issued automatically, you can find them in the Invoices tab.

To learn more about Quotes, go here.
To learn more about Invoices, go here.

Updated on: 12/09/2024