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Articles on:Selling Services
Learn how to sell services with Zendo: productized, subscription and custom services, Storefront, order forms, quotes, invoices, payments and orders.

Categories

  • Team & Clients Management
  • Client Portal Management
  • Selling Services
  • Customization
  • Requests
  • Plans & Billing
  • Integrations
  • Privacy & Security
  • Storefront (formerly Service Catalog)
    Learn how to set up your Zendo Storefront, a page listing your services where clients place orders, available publicly or only to logged-in clients.Some readers
  • Statuses
    Learn how to create, edit and archive request statuses in Zendo and use them in request types, so your team and clients always see the progress of work.Some readers
  • Invoices
    Learn how to set up and issue invoices in Zendo: finance settings, manual invoices, invoices for productized services, and Stripe or manual payments.Some readers
  • Order Forms
    Learn how to create order forms in Zendo to collect key client details when they purchase services, and request submission forms for subscription requests.Few readers
  • Quotes
    Learn how to set up and issue quotes in Zendo: configure finances, create quotes manually, send them for client approval and track them in one place.Few readers
  • Subscription Services
    Learn how to create subscription services in Zendo with weekly, monthly, quarterly or yearly payments and sell them via your Storefront or order pages.Few readers
  • Manual Payments
    Learn how to add manual payment options in Zendo, let clients order productized and subscription services without Stripe, and mark payments as paid.Few readers
  • Custom Services
    Learn how to create custom services in Zendo for projects that need individual estimates, show them on your Storefront and send clients tailored quotes.Few readers
  • Subscription Pause
    Learn how subscription pause works in Zendo: turn it on or off, let clients or vendors pause and resume subscriptions, and how billing cycles change.Few readers
  • Productized Services
    Learn how to create productized services in Zendo with a fixed scope and price that clients can buy upfront via your Storefront or stand-alone order pages.Few readers
  • Payment Methods
    Learn which payment methods Zendo supports: connect Stripe to accept online payments upfront or add manual payment options for clients who pay offline.Few readers
  • Currency Settings
    Learn how to change the default currency in Zendo finance settings, so prices, quotes and invoices in your client portal use the currency you prefer.Few readers
  • Orders
    Learn how to track and manage all client purchases in the Zendo Orders tab, whether they come from your Storefront or from quotes, in one central view.Few readers

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