This guide provides a comprehensive overview of the steps needed to set up and use Zomentum Payments effectively. Each step is outlined with specific instructions and links to detailed articles to ensure a smooth setup process.

Zomentum Payments is an automated payment reconciliation for Managed Service Providers (MSPs) with a single click and pay integration. It is an easy-to-use billing automation platform that automates the user's payment and invoice collection processes.

Zomentum Payments aims to streamline the payment process for our users and MSPs with excellent integration with QuickBooks Online, Xero, and Zomentum Grow. It acts as a payment service provider that offers payment processing and payment gateway solutions to businesses worldwide.

TABLE OF CONTENTS

• 1) Access Zomentum Payments
• 2) Complete your KYC
• 3) Connect Accounting Software
• 4) Learn About Automated Bookkeeping
• 5) Customize Your Account Settings
• 6) Integrate with Zomentum Grow
• 7) Automate Invoice Collection
• 8) Set Up Client Portal Access

1) Access Zomentum Payments

Zomentum Payments can now be self-activated using the app switcher to launch Zomentum Payments, or by clicking on any references to collecting payments within Zomentum Grow.

• If you do not have a Zomentum account and are interested in exploring its features, you can contact the sales team for a demo.

2) Complete your KYC

The Know Your Customer (KYC) process is performed as a part of security measures to comply with global anti-money laundering and counter-terrorism financing regulations. It is essentially a vetted verification process of your company’s identity and ownership. The process is designed to ensure compliance with regulatory requirements and protect against fraud and financial crime.

• Learn more about the KYC process.

3) Connect Accounting Software

The next step is connecting accounting software for the MSPs to manage their invoices and quotes. This step is optional for users who want to integrate their preferred accounting software. 

• QuickBooks Online: Integrate QuickBooks Online with Zomentum Payments.
• Xero: Integrate Xero with Zomentum Payments.

4) Learn About Automated Bookkeeping

Understand the automated bookkeeping features that simplify reconciliation and financial reporting for both QuickBooks Online and Xero:

• QuickBooks Online: Explore automated bookkeeping for QuickBooks Online.
• Xero: Discover automated bookkeeping for Xero.

5) Customize Your Account Settings

As a Zomentum Payments user, you have full authority and control over the payment methods you want to use, the email branding style you prefer, and the payment communication you want to send out. Tailor your Zomentum Payments account settings to match your business needs:

• Customize your account settings in Zomentum Payments.

6) Integrate with Zomentum Grow

Zomentum Grow users can use Zomentum Payments to collect payments from clients when they sign and pay for a quote.

• Learn more about integrating Zomentum Payments with Zomentum Grow.

7) Automate Invoice Collection

Ensure timely payments by setting up automated invoice collection:

• Learn how to collect invoice payments with Zomentum Payments.

8) Set Up Client Portal Access

Provide your customers with access to a dedicated client portal where they can view and manage their invoices and payments:

• Learn how to set up client portal access in Zomentum Payments.