• Statuses

  Roles That Can Manage Statuses: Admin, Owner Statuses Statuses are an integral part of Zendo as they help your teammates and customers to remain on the same page. Table Of Contents To Create A New Status To Edit Or Delete Available Statuses Using Statuses In Workflows (1-using-Popular

• Service Catalog

  Roles That Can Manage Service Catalog: Admin, Owner Service Catalog is a page where you can list your Services for your clients to submit their orders. It can be: publicly available under workspacename.getzendo.io/order, which you can share with clients by sending them your Service Catalog's link or linking to it directly from your website for self-serving. available only to logged-in clienSome readers

• Workflows

  Roles That Can Manage Workflows: Manager, Admin, Owner Workflows are here to help you establish your processes when delivering your services to clients or answering their inquiries. With Workflows, you can define Statuses, Triggers, and Custom Fields specific to each Service type. Table Of Contents How To Create A NeSome readers

• Invoices

  Role That Can Manage Invoice Settings: Owner Roles That Can Trigger Invoices To Be Issued: Agent, Manager, Admin, Owner Table Of Contents Finances Settings How To Create A New Invoice In Zendo? Invoices In Productized Services Paying With Stripe Using Manual PaymeSome readers

• Forms

  Roles That Can Use Forms: Admin, Owner Forms allow you to collect essential details from your clients. You can add Order Forms to support the process of purchasing any of your services and Request Submission Forms for submitting subscription-based requests. To learn more on productized services, go here. To learn more on subscriptions,Few readers

• Quotes

  Role Than Can Manage Quotes Settings: Owner Roles That Can Issue Quotes: Agent, Manager, Admin, Owner Before working on your first Quote in Zendo, there are a few settings you need to take care of. Table Of Contents Finances Settings When Are Quotes Sent Automatically? How To Issue A New Quote Manually? (1-how-to-issue-a-new-quote-manFew readers

• Subscription Pause

  Subscription Pause Subscription Pause temporarily suspends a chosen subscription service. It can be used by both clients and vendors. Table Of Contents How To Turn On And Off Subscription Pause? How To Pause And Resume Subscriptions? Billing Cycle Billed Days How To Turn On And Off Subscription Pause? To turn on or off the subscription pausFew readers

• Subscription Services

  Roles That Can Manage Subscription Services: Manager, Admin, Owner Subscription services are services delivered on a regular basis for a recurring payment, be it weekly, monthly, quarterly, or yearly. Your subscriptions will be shown on your Service Catalog and on the stand-alone order pages. You can share your Service Catalog through aFew readers

• Manual Payments

  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 MarFew readers

• Productized Services

  Roles That Can Manage Productized Services: Manager, Admin, Owner Productized services come with a fixed scope and price, and they can be bought upfront by your clients. Your productized services will be shown on your Service Catalog and on the stand-alone order pages. You can share your Service Catalog through a link or embed it on youFew readers

• Currency Settings

  Role That Can Change The Default Currency: Owner How Can I Change My Currency In Zendo? To change the default currency: select Workspace on the left-hand side panel, choose Finances from the drop-down menu, stay in the General settings tab and choose your preferred currency in the Default settings section, (https://storage.crisp.chat/users/helpdesk/website/531203e6a7585000/curreFew readers

• Custom Services

  Roles That Can Manage Custom Services: Manager, Admin, Owner Custom services are services that require custom estimation based on the project's unique scope. Your custom services will be shown on your Service Catalog and on the stand-alone order pages. You can share your Service Catalog through a link or embed it on your website, while logged iFew readers

• Free Services

  Roles That Can Manage Custom Services: Manager, Admin, Owner Free services come with no payment at all and are perfect for setting up general queries or support tickets. Your new services will be shown on your Service Catalog and on the stand-alone order pages. You can share your Service Catalog through a link or embed it on your website, while lFew readers

• Payment Methods

  Role That Can Use The Payment Methods Settings: Owner Table Of Contents Available Payment Methods In Zendo Stripe Manual Payments Available Payment Methods In Zendo Stripe Zendo integrates with Stripe directly, allowing your clients to complete payments upfront using different online payment methods. (htFew readers