Finance / Invoicing
Finance Reporting and Invoices
By Aubrey and 2 others3 authors11 articles
- Does Stackably integrate with QuickBooks? Yes, and it's freeStackably includes a free two-way QuickBooks Online sync for invoices and clients. Here is what it does and where to turn it on.
- A tour of the Invoice tab in FinanceWhat each part of the Finance › Invoice screen does: the summary cards, the date and status filters, search, the invoice table, the row actions and how to delete invoices.
- Adding products, variants and one-off items to an invoiceHow to fill in the Create Invoice form: choose the client, add products from your Shop+ catalogue, pick variant options, add one-off lines or brand-new products, and read the totals.
- Saving a draft, sending an invoice and editing it laterThe difference between Save As Draft and Send, how drafts and sent invoices look in the list, and how to open an invoice again to change it.
- What you can do from an invoice pageA guide to the invoice page: the status badges, Send Invoice, Download, Print, Edit, Preview and Pay Now, the activity log, and what the customer sees.
- Exporting your invoice listHow to download the invoice list as a CSV or PDF, send it by email or text, or print it, from the Export button on the Invoice tab.
- See your income and expenses at a glance on the $ Finance tabA tour of the $ Finance tab in Finance: the Today/This Week/This Month/Last Month summary cards, the per-card detail view, income and expense categories, and the Finance Overview calendar, list…
- Plan your revenue with Projection boardsHow to use the Projection tab in Finance: choose the month, add stages to a projection board, add Event / Recurring / Shop / Pipeline cards, and compare Projected against…
- How to Change an Invoice Template and Theme ColorsThis tutorial will show you how to change your invoice template for a one time use or indefinitely as well as change the theme colors for your invoice.
- Applying Discounts on InvoicesThis SOP outlines the steps to apply both percentage and dollar amount discounts to invoices in the system.
- Connecting Stackably to Quickbooks Tutorial