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Customer PortalPayments#1

Save a card, change it, or turn autopay on or off

Manage saved cards, your billing address, and the autopay switch from Portal → Payments, or save a card while paying an invoice.

TroubleshootingPayments#2

Payment failed

What to do when a customer's card is declined, an autopay charge fails, or Stripe rejects a payment, and how retries work.

Service Agreements & Recurring WorkService Agreements#3

Agreement pricing and billing explained

The four price meanings (per visit, fixed fee, total split into payments, custom stages), how visit and billing cadence combine, and how agreement invoices and autopay work.

Invoices & PaymentsInvoicing#4

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.

TroubleshootingPayments#5

Invoice still looks unpaid after the customer paid

Match what actually happened (card, ACH processing, cash, partial, credit, autopay retry) to why the invoice shows open, and fix it in one step.

Invoices & PaymentsInvoicing#6

Invoice delivery, reminders, and past-due tracking

How 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.

Customer PortalService Agreements#7

Review and sign a service agreement

Open the agreement from the email, read the services, visit schedule, price, and billing terms, then sign online. Manage it later from the portal's Agreements page.

Dashboard & NavigationNavigation#8

Zentive terms explained

Plain-language definitions of the words you will see on Zentive screens, from Needs Crew to retainage.

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