Getting Started 18

• Steps for Setting Up your Zomentum Account
• User Roles & Permissions
• Generating an API User
• Sales Pipelines
• Zomentum Notifications

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Opportunity 14

• Opportunity Management - A Complete Guide
• Create and delete Opportunity
• Fields for Creating an Opportunity
• Opportunity: Use Revenue/Cost of Documents
• Opportunity - Kanban and List View

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Products 8

• Products in Zomentum: A Complete Guide
• Add, Edit, Clone,Delete a product
• Fields for Creating a product
• Best Practices for Updating Product and Pricing Information in Zomentum
• Understanding the Global Product Catalog (formerly Etilize) in Zomentum

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Sales Automation 10

• Sales automation- A Complete Guide
• Manage Sales Automation
• Audit logs of sales automation
• Merge Tags in Sales Automation
• What are different triggers available in sales automation?

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Settings 17

• My Preferences
• Notifications
• Email Template
• Account
• Users

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Documents 38

• Securing the document link with a PIN
• Upload PDF File and Attach a Signature Block
• Order Forms
• Input Fields
• Remove page breaks and blank spaces from templates.

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Integrations 35

• Custom Distributor Integration
• Custom Distributor - API Pull and Push method
• Halo PSA integration
• User Permissions for KaseyaBMS
• How to integrate with Autotask PSA?

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Release Notes 1

• Release Notes - Zomentum Grow

Getting started 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

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Payment Methods 8

• Direct Debit (ACH - USA)
• Card Transaction Charges
• Transaction Limits
• Immediately Collecting Invoices with Zomentum Payments - 'Collect Now'
• Transactions Page

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Payouts 2

• How to Update Payout Bank Account
• Understanding Payouts in Zomentum Payments

Accounting Integrations 11

• 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

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Refunds & Chargebacks 5

• How Is A Chargeback Handled In My Accounting Software?
• How To Refund A Transaction In Zomentum Payments?
• 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

Payment Reminders 1

• Understanding the Timing for Overdue Invoice Reminders

Release Notes 3

• Release Notes - Zomentum Payments
• Important Update: Admin-Only Control of Preferences Settings on Zomentum Platform
• Understanding and Using Xero Bank Feeds with Zomentum

PSA provider 10

• Connect your Autotask Account
• Create an Autotask API account
• Configuring PSA integration with Zomentum Connect
• Changes in Autotask service in connect.
• ConnectWise customer missing in contract wizard.

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Managing contracts / Agreements 15

• Create or link a Contract /Agreement
• Managing Contracts - Zomentum Connect
• Service override on contract/agreement for a customer
• Bundle your IT services in your contracts/agreements
• Hide contracts on the overview page!

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Getting Started with Zomentum Connect 1

• How to add a team member to Zomentum Connect?

Generic vendor import 6

• Generic Vendor Import
• Automate your CSV imports using email
• Track your changes
• How to change the mapping for an existing vendor?
• Google sheet integration.

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Vendor integrations 24

• Copaco 2tcloud billing integration
• Connect Allocloud.
• Connect Google Workspace reseller account.
• Connect Acronis Cybercloud.
• Connect Altaro Cloud Management.

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Microsoft 6

• Connect your Microsoft partner account.
• Manage Microsoft not for profit licenses
• Microsoft NCE/CSP
• Manage Microsoft NCE subscriptions with different renewal dates.
• Microsoft Authentication (GDAP)

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FAQs 64

• 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?

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