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, […]

Create/update Client

How do I create a client? Advanced Settings for the Role “Team Leader” Allow ‘Team Leader’ to add/edit clients Hide Financial Data on client dashboard (Role: “Team Leader”) Client page – data explanation How do I create a client? To create a client, go to Contacts ➝ Clients ➝ Add […]

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 […]

Invoice and Estimate Preferences

Editing sent invoices and approved estimates Invoice/estimate title & number Delivery Note & Packing Slip tasks and items Change Unit Hour Use different templates for estimates Editing sent invoices and approved estimates You can enable or disable edits to sent invoices and approved estimates at Settings -> Preferences. If you […]