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Knowledge base
Beginner’s Guide
Getting Started with Zomentum Grow
18
Steps for Setting Up your Zomentum Account
User Roles & Permissions
Generating an API User
Sales Pipelines
Zomentum Notifications
See all 18 articles
Getting started with Zomentum Payments
28
Integrate Payments for existing Zomentum customer?
How to register Zomentum Payments for new clients?
Getting Started with Zomentum Payments
Know Your Customer
Customising Account Settings in Zomentum Payments
See all 28 articles
Product Documents
Opportunity
3
Opportunity Management - A Complete Guide
Opportunity: Use Revenue/Cost of Documents
Opportunity Rotting
Documents
17
Creating and Editing Documents
Documents - Merge Tags, Custom Merge Tags & Input Fields
Auto-Update Prices in Documents
Documents - Blocks & Settings
Status of a document
See all 17 articles
Products
3
Products in Zomentum: A Complete Guide
Best Practices for Updating Product and Pricing Information in Zomentum
Understanding the Global Product Catalog (formerly Etilize) in Zomentum
Sales Automation
2
Sales automation- A Complete Guide
Configure Sales Automation & Sample Use-Cases
Settings
17
My Preferences
Notifications
Email Template
Account
Users
See all 17 articles
Integrations
20
Halo PSA integration
Integration Autotask PSA?
Integration with ConnectWise Manage PSA
Integrate Zomentum with Syncro MSP
KaseyaBMS Integration
See all 20 articles
Payment Methods
8
Direct Debit (ACH - USA)
Card Transaction Charges
Transaction Limits
Immediately Collecting Invoices with Zomentum Payments - 'Collect Now'
Transactions Page
See all 8 articles
Payouts
2
How to Update Payout Bank Account
Understanding Payouts in Zomentum Payments
Accounting Integrations
13
Integrating QuickBooks Online with Zomentum Payments
Integrating Xero with Zomentum Payments
Automated Bookkeeping Processes for QuickBooks Online Integration with Zomentum Payments
Automated Bookkeeping Processes for Xero Integration with Zomentum Payments
Handling Modifications to Automated Transactions in Zomentum Payments Integrations
See all 13 articles
Refunds & Chargebacks
5
How Is A Chargeback Handled In My Accounting Software?
How Is A Chargeback Handled in QuickBooks Online with Zomentum Payments?
How Is A Chargeback Handled in Xero with Zomentum Payments?
United Kingdom BACS Direct Debit Claims Process
How to Refund A Transaction in Zomentum Payments?
Payment Reminders
1
Understanding the Timing for Overdue Invoice Reminders
Knowledge base/ FAQ's
Opportunity
11
How to add new or re-order existing opportunity types?
Opportunity - Kanban and List View
Create and delete Opportunity
Import and export Opportunity
Opportunity detail view page
See all 11 articles
Documents
21
What are comments within document?
Remove page breaks and blank spaces from templates.
Explain Quote Block Summary?
Saved Blocks
How To Send 'Won' Documents to an Email Address via Sales Automation?
See all 21 articles
Products
5
How to Edit or Add New UOMs for Products?
Add, Edit, Clone,Delete a product
Fields for Creating a product
Adding bundles
Export and import products
Clients
5
How to Search, Sort and Filter My Opportunities, Contacts and Documents on the Clients Page?
Create and delete a client
Bulk Import and export an client
Create and delete a Contact
Clients detail view page
Settings
0
Sales Automation
8
What are different triggers available in sales automation?
Reports
Merge Tags in Sales Automation
Multiple Pipelines Limitation and Automation
How to Prevent Automatic Reminder Emails From Triggering if my Opportunity is Lost?
See all 8 articles
Integrations
15
Embedding Zapier
Zomentum Supported Distributors
Etilize Integration
Connectwise security roles for API Users
User Permissions for KaseyaBMS
See all 15 articles
FAQs
66
Why do I need to Whitelist Zomentum App?
How to Troubleshoot Email Rendering
How to enable push notifications for chat with Zomentum support team
General FAQs
What are Zomentum's IPs to be whitelisted?
See all 66 articles
What’s New & Improved
Zomentum Grow Updates
2
What's Coming soon?
An overview of all enhancements and fixes released in Zomentum Grow
Zomentum Payments Updates
4
What's coming soon?
An overview of all enhancements and fixes released in Zomentum Payments
Important Update: Admin-Only Control of Preferences Settings on Zomentum Platform
Understanding and Using Xero Bank Feeds with Zomentum
Zomentum Payments
Zomentum Payments- A complete guide
0