Go to More › Finance in the Stackably Admin app. The tabs at the bottom are Invoices, Income, Expenses and P&L.
How do I find an invoice?
On Invoices, filter by All, Paid, Due, Partial, Past (past due) or Draft. Each card shows the invoice number, customer, due date, amount and status.
What can I do from an invoice?
Tap an invoice to see the client, Total Amount, Paid, Balance Due, issue and due dates, line items and Invoice Activity. Tap Edit to change it. At the bottom:
Send Invoice: email it to the customer.
Get link: copy a payment link to share.
Pay Invoice: take payment for the balance now.
How do I create an invoice?
On the Invoices list, tap the blue +.
Customer: tap Pick from contacts.
Invoice: pick a finance Category, check the Issue date and add a Due date.
Line items: type a description or pick a shop product, then set Qty and Rate. Tap Add item for more lines.
Totals: add a Discount ($ or %), Tax, any Paid amount already received, or Pay now.
Add an optional internal Note.
Under Send to, the customer's email fills in. Tap Send Invoice.
