Sell a fixed-price service

A one-off service has a scope and a price you set before the client buys it. The client pays, and an order appears in Zendo. To create one, you need only a name and at least one item with a price. Services are created in Settings › Sales › Services.

Create the service and put it on sale

1. Open Settings › Sales › Services, select Create service and choose the one-off type.
2. Enter the service name.
3. On the General tab, add a row to the Items table with a name and a Unit price. Use Add item for more rows. To let the client change the price, tick Addon or Quant. on a row. See Add add-ons and let clients choose quantity.
4. Under Finance settings, choose the Currency and tick the payment methods this service accepts.
5. To ask the client questions at checkout, go to the Order page tab and turn on Add an Order Form to this service. See Add an Order Form to a service.
6. On the Order page tab, under Service order page, add a Service image and a Service description.
7. To list the service on the Front Desk, turn on Show this service in the Front Desk. Then add a Service thumbnail and a Service short description for the Front Desk. Leave the setting off to sell the service only through its own link.
8. Select Create. In a service you have already saved, the button is Save. Then open the service's link and go through the page as a client would.

You cannot change the service type later. See Choose a service type.

Add at least one item with a price

The price comes from the Items table.

VAT support, below the table, adds a percentage-based tax. The rate comes from Settings › Sales › Payments & documents › Documents. See Charge tax.

Choose how the client pays

You can tick any payment method in your workspace: Stripe, if you have connected it, and each manual method, under the name you gave it. If no method is ticked, the client cannot pay. To add payment methods, go to Settings › Sales › Payments & documents › Payment methods. See Connect Stripe and Add a manual payment method.

Issue an invoice, also under Finance settings, decides whether Zendo issues the invoice for you:

• Never: you create documents yourself.
• Automatically after payment: Zendo issues the invoice when the payment arrives.

What happens when a client buys

When a client buys, an order appears under Orders. It shows the client, the amount, the payment method and a Source, which tells you where the order came from. If the client paid with a manual method, the order waits until someone on your team marks it as paid. See Mark a document as paid or refunded.

On the Automations tab, under Automatic Request creation, you choose whether the purchase also opens a request: Open a request for the work or No request, just the order. See Decide what happens after a purchase.

Related

• Choose a service type
• Add add-ons and let clients choose quantity
• Add an Order Form to a service
• Decide what happens after a purchase
• Sell with a direct link, without the Front Desk

Updated on: 09/11/2026