Invoices & Payments

Invoice completed work, collect card, ACH, and cash payments, and handle refunds, credits, and write-offs.

6 articles4 topicsOwner/Admin

Common tasks in this section

Create and send an invoice Record a cash or check payment Delivery, reminders, past due Send an invoice reminder Deposits and payment schedules Refund, credit, write off, void Handle Stripe disputes Invoice still looks unpaid

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InvoicingOwner/Admin

Create and send an invoice

Build an invoice from scratch, a completed job, a quote, or a template; set terms, billing structure, delivery, tips, and autopay; pass the readiness checks; send it.

PaymentsOwner/Admin

Record a cash, check, or terminal payment

Use Collect Payment on an invoice to record money taken in person (cash, check, or Stripe Terminal), apply the cash discount, and keep the payment history and QuickBooks in sync.

PaymentsOwner/Admin

Refund, credit, write off, or void an invoice

Four fixes for four problems: refund through Stripe, issue a credit note, write off a balance you will not collect, or void an invoice that should never have gone out.

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Invoicing

2 articles

Create and send an invoiceBuild an invoice from scratch, a completed job, a quote, or a template; set terms, billing structure, delivery, tips, and autopay; pass the readiness checks; send it.Invoice delivery, reminders, and past-due trackingHow Zentive delivers an invoice, what happens when an email bounces, the automatic reminder schedule, how past-due status works, and how to resend or share the pay link.

Payments

2 articles

Record a cash, check, or terminal paymentUse Collect Payment on an invoice to record money taken in person (cash, check, or Stripe Terminal), apply the cash discount, and keep the payment history and QuickBooks in sync.Refund, credit, write off, or void an invoiceFour fixes for four problems: refund through Stripe, issue a credit note, write off a balance you will not collect, or void an invoice that should never have gone out.

Project Billing

1 article

Set up deposits, milestones, and payment schedulesBreak larger jobs into deposits, progress invoices, milestones, or final balance payments without losing track of what is due.

Stripe

1 article

Handle a dispute or chargebackWhen a customer's bank reverses a card payment, Zentive marks the invoice disputed and Stripe collects evidence. Respond in Stripe within the deadline; the outcome flows back.

Best place to start

Start 1Invoicing

Create and send an invoice

Build an invoice from scratch, a completed job, a quote, or a template; set terms, billing structure, delivery, tips, and autopay; pass the readiness checks; send it.

Start 2Payments

Record a cash, check, or terminal payment

Use Collect Payment on an invoice to record money taken in person (cash, check, or Stripe Terminal), apply the cash discount, and keep the payment history and QuickBooks in sync.

How to use this section well

The Invoices page shows readiness warnings before you send, and delivery status after.

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.

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Contact Zentive support

Tell us what happened and what you have already tried. We will include this article so you do not have to start over.

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