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TroubleshootingOwner or office staff

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.

IntegrationsOwner or office staff

Connect Stripe to accept online payments

Settings → Stripe Account → Set Up Stripe Account lets customers pay invoices by card, ACH, Apple Pay, and Google Pay. Fees, verification, and payouts explained.

Service Agreements & Recurring WorkOwner or office staff

Create a service agreement

Set up recurring service for a homeowner or commercial account: type and preset, what the price represents, services and visits, billing cadence, renewal, then send for signature.

Crew AppAll users

Install Zentive on your phone or computer

Add Zentive to your home screen or desktop from Settings → Install App, and turn on notifications so job changes and messages reach you.

Service Agreements & Recurring WorkOwner or office staff

Manage agreements: tabs, holds, renewals, companies, templates, workspace

What each agreement tab does, how to place an agreement on hold or cancel it, how renewals run, and how Companies, Templates, and My Workspace help you run many agreements.

Customer PortalService customer

Pay an invoice

Open the invoice from the email or text and pay by card, bank (ACH), Apple Pay, or Google Pay. No account needed. Pay part, add a tip, or save a card for autopay.

Customer PortalService customer

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.

Invoices & PaymentsOwner or office staff

Set up deposits, milestones, and payment schedules

Break larger jobs into deposits, progress invoices, milestones, or final balance payments without losing track of what is due.

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