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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.
How Zentive defines revenue in reports
Every money report uses one definition: payments received minus refunds, excluding sales tax and tips, dated by the recorded payment. What that includes and excludes.
Zentive terms explained
Plain-language definitions of the words you will see on Zentive screens, from Needs Crew to retainage.
Add job notes
Leave a note for the customer (shown in their portal) or an internal note for the office only, from the job’s Notes screen.
Send a broadcast to many customers
Message Center → Broadcasts sends one announcement by email or text to a group of customers, with a daily send limit, scheduling, and drafts.
Add a co-owner or office user
Settings → Team invites a second owner-level login for a partner or office manager, separate from crew employees, and lets you remove it later.
Add a lead
Capture a prospect with contact details, source, requested service, deal size, stage, and a follow-up date, from Add New Lead, an import, or your public request form.
Add and manage employees
Add office or field employees, update their information, and make sure they have the correct Zentive access.
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.