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Billing & Account

Account access, subscription setup, Stripe setup, and billing problems.

12 articles9 topicsOwner/Admin, All users

Common tasks in this section

Connect Stripe Update subscription plan Update billing card Fix Stripe payout holds Handle Stripe disputes View billing history Manage financial permissions Add a co-owner Review the audit log Set up notifications

Popular in this section

StripeOwner/Admin

Connect Stripe

Connect Stripe so you can send invoices, collect payments, and stop billing setup from blocking your first jobs.

Configure tax or choose no tax yet

Decide how Zentive should handle tax before your first invoice.

StripeOwner/Admin

Stripe pending verification and errors

Understand Stripe pending verification, rejected verification, failed connection, and bank account errors during setup.

Browse by topic

Account Access

1 article

Add or remove a co-ownerGive another trusted business owner the right access without sharing your own password.

Audit Log

1 article

Review the audit logSee who changed an important record and when, so the office can resolve questions without guessing.

Authentication

1 article

Reset passwordGet back into Zentive fast when you forgot your password or your reset link stopped working.

Billing History

1 article

View billing historyCheck past charges, plan changes, and billing records when something on the account needs to be confirmed.

Billing Methods

1 article

Update your billing cardSwap in a new card before a failed renewal shuts off access or slows down billing.

Permissions

1 article

Manage financial permissionsControl which employees can see prices, revenue, invoices, payments, and financial reports.

Stripe

3 articles

Connect StripeConnect Stripe so you can send invoices, collect payments, and stop billing setup from blocking your first jobs.Stripe pending verification and errorsUnderstand Stripe pending verification, rejected verification, failed connection, and bank account errors during setup.Fix Stripe payout or verification holdsUnderstand why Stripe may allow payments but still hold payouts or ask for more business information.

Subscription

2 articles

Update your subscription planMove to the right Zentive plan when your crew grows, your office adds users, or you need more tools.Cancel or pause your subscriptionHandle seasonal shutdowns or account changes cleanly instead of waiting for billing to fail on its own.

Tax

1 article

Configure tax or choose no tax yetDecide how Zentive should handle tax before your first invoice.

Best place to start

Connect Stripe

Connect Stripe so you can send invoices, collect payments, and stop billing setup from blocking your first jobs.

Configure tax or choose no tax yet

Decide how Zentive should handle tax before your first invoice.

How to use this section well

For any billing or Stripe problem, collect the exact error message before opening support.

Use task-based articles first, then reference articles after the workflow is moving.
Share specific article links with crews or customers instead of sending them to the homepage.
Contact support if the live UI does not match the documented path.

Still need help?

Contact Zentive support

Include your business name, account email, what you were trying to do, what happened instead, and a screenshot if possible. For billing, sync, or login issues, include the exact error message if shown.

Replies by emailLogin, billing, sync, and setup help

Billing & Account Help Articles | Zentive Help