Statuses of Estimates

You can see the estimates statuses on the Estimates grid: Estimates can have six statuses: 1. Draft. Status appears if you click “Preview” after estimate creation: 2. Activated. Status appears if you click “Activate and Send” after estimate creation… OR if you send to your client the “Draft” estimate or you […]

Estimate Actions

Estimate replying and commenting Estimate approving Converting an estimate to an invoice Difference between deleted and archived estimates Convert estimate to a project Estimate replying and commenting Before approving an estimate, your clients may reply to further discuss. In order to reply to your estimate they need to open the estimate preview  […]

Estimate Grid

How do I find a required estimate? Bulk Actions Row End Menu How do I find a required estimate? You can quickly find required estimates by using the search feature. You can filter estimates by a client, an estimate titel, an estimate’s number, a date, an amount of the estimate, […]

Create/update an Estimate

Create a new estimate View or edit an estimate Estimate data – description Send an estimate to a customer Create a new estimate To create a new estimate go to, Sales ➝ Estimates ➝ Create Estimate ➝ fill fields ➝ click “Preview” or “Activate and Send”. You can also find […]

Statuses of Invoice

You can see the invoices statuses on the invoices grid: Invoice statuses Invoices can have any of the following 7 statuses: 1. Draft. This status appears if you click “Preview” after you created an invoice: 2. Activated. A status which appears when you click “Activate and Send” after invoice creation: OR if you […]

Invoice Actions

Invoice disputing and commenting Invoice Payment The difference between deleted and archived invoices Invoice disputing and commenting Before paying an invoice your clients are able to dispute it. To dispute an invoice they will need to open the invoice preview (by clicking on invoice name on the grid) ➝ click […]

Currency and Language of Invoice

Currency Language Multi-currency invoicing You can convert invoices into any currency. As a default, the initial currency of your invoice will be the currency of your client (Client  -> Client Details -> Default Settings) To change the currency click on, create/edit invoice page click on ‘Show More Options’ ➝ choose […]

Invoice Grid

How to create an invoice? Bulk Actions Row End Menu How do I find an invoice? You can quickly find required invoices by using the search feature. You can filter invoices by the client, invoice number, invoice title, date, due date, amount of invoice, status, and currency. Bulk Actions You […]

Invoice Creation/Updating

How to create an invoice? View or edit an invoice Change Pay Terms Invoice data – description Create products through invoice Invoice numbering. Can I re-use an old invoice number? How to create an invoice? To create a new invoice go to Sales ➝ Invoices ➝ Create Invoice ➝ fill […]

Create an Item/Task through the Invoice/Estimate/Project

1. How to create a new product through the estimate/invoice/project? 2. How to edit an existing product through an invoice/estimate/project? 3. How to create temporary (one-time use) products for an invoice/estimate? 1. How to create a new product through the estimate/invoice/project? If you would like to create a new estimate […]

Item/Task Using

Product List using for invoices, estimates, projects Your product list is used for creating invoices, estimates and projects. On the invoice or estimate body you can choose tasks and items by clicking ‘Add New Line’. (Sales -> Invoices -> Create Invoice) …Then choose a product from the list. For projects […]

Item/Task Creating

Create a new task Create a new item What’s the difference between tasks and items? Where do I manage them? Item/Task description formatting Create a new task To create a new task go to, Sales ➝ Products List ➝ My Tasks ➝ Create a Task On task page you can […]

Manuel Payments

How do I add a payment to an invoice? How do I edit a payment? Save default for payment method Delete manually-entered payments How do I add a payment to an invoice? As the account owner or admin or team leader, you can record a payment manually. To do this go […]

Payments Made by Clients

How do I connect zistemo to a payment gateway to allow online payments? Online payments via payment gateways (PayPal, Stripe, 2Checkout, Braintree) Automatic payment notification emails How do I connect zistemo to a payment gateway to allow online payments? More details here Online payments via payment gateways (PayPal, Stripe, 2Checkout, […]

Payment Gateways – Online Payments

Payment Gateways supported by zistemo settings How can I get paid faster? Payment Gateways supported by zistemo settings To mark invoices as paid, you can record the payment manually as the account owner or an admin  or a team leader. …Or your clients can make payments online. The available payment […]