How to create a Retainer? Create a Retainer out of an Estimate Retainer data – description Why do you need a Retainer? The benefit of a Retainer is that the client pays in advance for products or services to be specified later. In other words, a Retainer is a payment […]
Bank Transfer Slip
You can create invoices with Bank Transfer Slip on the second page: So, how to add it? First, you should create a document template with Bank Transfer Slip (how to create your own template). Go to Edit template and mark the checkbox ‘Enable bank transfer slip’, then upload your bank […]
Staff: Working Hours and Notifications
You can define how much time your staff members should work during the week. Go to ‘Staff edit’ page -> ‘Working Hours’ block: Here you can enter the number of hours for each day of the working week. Also, you can enable notifications, for instance, if a user would work less than […]
Show Project Custom Fields on Invoice
zistemo helps you organize your projects better by adding any information which is important for you, your staff or business. For this purpose, you can create custom fields (read more here). This information can be further displayed on the invoices generated through the project (how to generate such an invoice? Read […]
Project Hours
The “Project Hours” report shows the total hours spent by team members. You can easily find it in Reporting -> Time-Tracking Reports: In the report table, you can see the following: * date – when the time was logged * hours – the amount of logged hours * balance – […]
Text below the Logo
With zistemo, you can add some special notes to be displayed below the logo on estimates or invoices. You can insert this text by going to “Settings” -> “Company Logo”. The text will be displayed by default on all zistemo standard invoice/estimate templates (more about zistemo templates in this article). […]
Reset Data
If you’d like to delete everything on your account, except the Settings, Staff Members, Items, Tasks, Units – you can use the “Reset Data” feature. Reset Data If you want to permanently delete all your Invoices, Estimates, Expenses, Projects, Timesheets etc. with no ability to restore all this data, go […]
User Presence Report
The “User Presence” report (Reporting -> Time Tracking Reports -> User Presence Report) in zistemo is based on Presence Time Calendar data. All data for this report we take from the Attendance Monitor. The ‘hours per day’ we take from the Attendance Template. So ‘start time’ its ‘clock in’, […]
Editor on Terms & Conditions, Intros and Notes
To help you achieve a higher degree of personalized business communication, zistemo supports an editor on the existing “Terms & Conditions”, Intros and Notes. This means you can now customize texts not only in text templates but also right on the invoice/estimate page. Just tap the mouse in the related […]
Absenteeism Report
Another useful feature offered by zistemo is the “Absenteeism Report” which comes handy for those interested in having accurate information about their staff’s time records. This report gives you access to detailed data on the hours worked by each employee. With zistemo you can easily set daily working hours limits […]
Email Preview
Whenever you send your client an invoice, an estimate, an invitation, a reminder, etc. via e-mail, zistemo opens the E-mail Preview screen right before sending it out (right after you click ‘Send to Client’). If you are an Account Owner, then you’ll only see your e-mail in the ‘From” drop-down. […]
Payment Reminders – Automatic and Manual
Automatic Reminders Manual Reminders zistemo helps you get paid faster by enabling you to set up Payment reminders which will be sent to your client if the related invoice is overdue. This can be done either automatically or manually. Automatic Reminders To customize auto-reminders, go to Settings -> Reminders. […]
Client’s VAT ID
Client’s VAT ID on invoices There are countries where you are legally bound to add the client VAT ID (tax number) on the invoice if a certain amount is exceeded (e.g. Austria – for invoices over 8.000 € – or in case of a reverse charge notice). Go to ‘Contacts’ […]
Reverse Charge Notice
Set a reverse charge notice With zistemo it’s easy to keep your invoices in accordance with official regulations. So if the receiver doesn’t need to pay VAT, you can use a reverse charge notice on your invoices. For instance, according to the European law, this has to be stated right on […]
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 […]
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 […]
Staff Members, Roles and Permissions
General Info for all the Roles How do I invite a staff member to the account and then assign him a needed role? Staff page – data explanation General Info for all the Roles Here are the links to the detailed explanations of the zistemo’s Roles and Permissions: Team Member role, […]
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 […]