Zenvora User Guide

Go to your Zenvora link and click “Start free”. Enter your name, your business name, your country, and a password. That's it — your business is created instantly with a full chart of accounts, your local currency, and VAT set up automatically. No accountant required to begin.

1. 1Click Start free (14-day trial, no card needed).
2. 2Fill in your name, business name, country, email and password.
3. 3You land straight in your dashboard — your books are ready.

Tip: Already invited to a business by a colleague? Use the link in your invite email, then sign in instead.

The left sidebar is your menu, grouped into Operations (invoices, bills, customers, stock, sales), Intelligence (banking, AI, reports) and People (CRM, payroll, procurement). The top of the dashboard shows your live numbers: revenue, outstanding invoices, cash position and margin.

1. 1Press Ctrl + K (Cmd + K on Mac) anywhere to jump to any screen or action instantly.
2. 2Use the business switcher at the top of the sidebar if you manage more than one company.
3. 3A lock icon on a menu item means it's on a higher plan — click it to see upgrade options.

Keep every client's details in one place so invoicing is one click. Add customers as you go, or before you start billing.

1. 1Open Customers → New customer.
2. 2Enter their name, email and any tax details.
3. 3Save — they're now selectable on every invoice.

Create professional, tax-compliant invoices and send them by email with a PDF attached. Every sent invoice automatically updates your books — no double entry.

1. 1Open Invoices → New invoice.
2. 2Pick the customer (or add one on the spot), set the dates and currency.
3. 3Add line items with quantity, price and VAT — totals calculate live.
4. 4Save as draft, or Send to email it to the customer with a PDF.
5. 5Or click the WhatsApp icon to send it straight to the client on WhatsApp, with a link to a mobile-friendly invoice page.
6. 6For retainers or subscriptions, tick “Make recurring” and choose weekly, monthly or quarterly — Zenvora then issues each new invoice automatically on schedule.
7. 7Download the PDF anytime, and track status: Draft, Sent, Paid, Overdue.

Tip: Every invoice gets a private shareable link (zenvora.app/p/…) — the client opens it on their phone, no login or app needed, and sees a clean invoice. Overdue invoices are flagged automatically, and Zenvora can send polite payment reminders for you.

Record what you owe suppliers (rent, stock, services) so you always know your real position. Recording a bill posts the expense and the VAT you can reclaim automatically.

1. 1Open Bills → New bill.
2. 2Choose the supplier, dates, and add expense lines with VAT.
3. 3Save as draft, or Record it to put it on your books as money owed.
4. 4When you pay, click Pay on the bill, enter the amount and date — it tracks Partial and Paid for you.

Match your Zenvora records against your real bank statement so you know your books are accurate and complete.

1. 1Open Banking and choose your bank/cash account.
2. 2Tick each transaction that has cleared your bank.
3. 3Enter your statement's closing balance — Zenvora shows the difference.
4. 4When the difference is zero, click Finalize & lock to sign off the period.

Tip: Have a CSV from your bank? Click Import statement to auto-match transactions, and post anything new (like bank charges) in a couple of clicks.

See exactly how your business is doing, and stay ready for the tax authority — all generated live from your data.

1. 1Open Reports for your Profit & Loss, Balance Sheet and Trial Balance, year to date.
2. 2Check the VAT Return panel: VAT you collected on sales minus VAT you paid on purchases = what you owe (or are owed).

Track stock levels, costs and reorder points across your warehouse. Stock values flow straight into your accounts.

1. 1Open Inventory → New product to add items with SKU, price and reorder level.
2. 2Watch live stock status: OK, Low, or Critical against your reorder point.

A fast till for retail. Ring up sales, take Cash, Card or Mobile Money, and reconcile the drawer at close. Works offline and syncs when you're back online.

1. 1Open POS, tap products to build the cart, adjust quantities.
2. 2Choose a payment method and charge — stock and books update instantly.
3. 3At day's end, run Close & reconcile for your Z-report.

Track leads and deals through your sales pipeline so nothing slips.

1. 1Open CRM to see your pipeline by stage and a weighted forecast.
2. 2Add leads, move them through stages, and convert won leads into customers.

Keep employee records and run payroll with local taxes (PAYE, pension/NSSA) calculated for you. Each pay run posts to your books.

1. 1Open HR & Payroll, add employees and their pay details.
2. 2Run a pay period — deductions and net pay are computed automatically.
3. 3Process the run to post salaries and statutory amounts to the ledger.

Raise purchase orders with proper approvals, then receive stock against them.

1. 1Open Procurement → new purchase order to a supplier.
2. 2Submit for approval (the approver must be a different person — built-in control).
3. 3Receive the goods to update stock and record what you owe.

For licensed gaming operators: manage floor shifts, calculate gross gaming revenue (GGR) and your gaming levy, and reconcile the cash drawer — all posting straight to your books. This module is enabled per business after we verify your gaming licence; ask sales to switch it on.

1. 1An admin sets your tax rates in Casino → Casino tax settings: your LGB-agreed levy rate, and (only if it applies to your licence) VAT on GGR.
2. 2Open a shift for a table/operator with its opening float.
3. 3At close, enter total stakes (drop), total payouts and the cash counted.
4. 4Zenvora calculates GGR (stakes − payouts), the levy, any VAT, your net revenue, and the cash variance — then posts the levy and VAT to the ledger automatically.

Tip: Rates aren't hardcoded: the levy % comes from your LGB licence (not a fixed public rate), and VAT is off unless your structure makes GGR VAT-able — confirm both with your accountant.

Ask your business questions in plain language and get answers from your live books — “How did we do last month?”, “Who owes us the most?”. Smart Insights surfaces key numbers automatically, with no setup.

1. 1Open AI Copilot to read your insight cards (profit, cash, biggest expense, low stock).
2. 2Type a question to chat with your data.

Invite colleagues and control exactly what each person can see and do.

1. 1Open Settings → Team → Invite, and enter their email.
2. 2Assign a role — roles decide who can view, edit or approve in each area.

Your data is isolated from every other business at the database level, encrypted, and backed up. Protect your own account too:

1. 1Settings → Security → enable two-factor authentication (2FA).
2. 2Settings → Audit to review every action taken in your account.

Start free for 14 days. Upgrade when you're ready — higher plans unlock Inventory & POS (Growth) and CRM, Payroll & Procurement (Business).

1. 1Open Billing to see your plan and upgrade.
2. 2Pay by card or mobile money; cancel anytime.

Manage many client businesses from one login. Add a client, switch into their books, and work — then switch back.

1. 1Open Clients → Add a client business.
2. 2Use the business switcher to move between clients.

Stuck or have a question? Email support@zenvora.com and we'll help. For how we handle your data, see our Privacy Policy and Security page.