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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.
Add a customer
Create one customer by hand from Customers → Add Customer or the setup guide, then use the record's quick actions to book work, quote, invoice, or invite them to the portal.
Cash Flow report
Expected cash over the next 30, 60, and 90 days from open invoices (by due date), scheduled agreement billing, and scheduled jobs.
Change orders: add or change work after approval
Use Change scope on a job to add work, change a price, or update instructions after approval; the customer approves it and it flows into the invoice, across a series if you choose.
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.
Convert a lead to a customer
Move a real prospect into an active customer record once the office is ready to quote or schedule the work.
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.
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.
Need a different way to search?
- Try plain language instead of product terms.
- Search by the problem, not just the feature name.
- Use short phrases like "invoice unpaid" or "crew route missing".
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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.