• How to Create and Assign Credit Memos in COUNT

  A credit memo is used when you owe a customer money — for example, if they return a product, get a service refund, or you're offering a discount or credit on a future invoice. In COUNT, credit memos are easy to create and can be applied either to existing transactions or directly to open invoices. Step 1: Create a Credit Memo 1. Go to Money In -> Invoices & Estimates From the left sidebar, click on Invoices & Estimates. 2. Click “Create Credit Memo” In the top-right cornerFew readers

• How to Unassign Credit Memos from Transactions and Invoices

  Need to update or reverse how a credit memo was used? In COUNT, you can easily unassign a credit memo from either a transaction or an invoice — giving you the flexibility to reapply it elsewhere or update your records. Steps to Unassign a Credit Memo 1. Go to Invoices & Estimates From the left-hand sidebar, click Money In, then click Invoices & Estimates. 2. Open the Credit Memos Tab Navigate to the Credit Memos tab and click on the credit memo you want to modify. ![](Few readers

• How to Set Up Stripe to Receive Invoice Payments in COUNT

  Want to let your customers pay invoices by card or bank transfer? With COUNT, you can connect Stripe to securely collect payments and automatically assign them to the right invoices — no manual tracking required. Payment Methods & Fees COUNT supports two types of payment methods through Stripe: Card payments (Visa, Mastercard, etc.): Fee: 2.99% + $0.30 per transaction If you're on the Starter plan: 2.99% + $0.50 per transaction ACH bank transfers: Fee: 1% per transaction, cappedFew readers

• Record an Invoice Payment in COUNT

  Properly recording invoice payments in COUNT ensures that your financial records remain accurate and up-to-date. There are three methods to record an invoice payment in COUNT: Method 1: Auto-Creation and Matching via COUNT Pay Automatic Process: If you are using COUNT Pay, the system automatically creates and matches transactions when an invoice is paid. This seamless integration keeps your records accurate without requiring manual intervention. When a customer pays an invoice using CFew readers

• How to Duplicate Invoices and Estimates in COUNT

  If you regularly create similar invoices or estimates, COUNT makes it easy to save time by duplicating existing ones. You can also create reusable drafts as templates for specific customers or projects to streamline your billing process. Duplicating an Invoice or Estimate 1. Go to Invoices & Estimates From the left sidebar, click Money In > Invoices & Estimates, then select either Invoices or Estimates, depending on what you want to duplicate. ![](https://storage.crisp.Few readers

• Customizing Your Default Invoice Settings

  COUNT offers flexible settings to personalize your invoices, helping you reflect your brand identity and streamline the billing process. With default invoice settings, you can set a consistent style, font, and messaging that will be applied to all invoices automatically, saving you time and ensuring uniformity. Follow the steps below to customize your invoice settings: Step-by-Step Guide to Customizing Invoice Settings 1. Access Settings From the left sidebar, click on Settings. ScFew readers

• How to Print Invoices in COUNT

  Printing invoices in COUNT is quick and simple. Follow the steps below to download and print single or multiple invoices. Step 1: Navigate to Invoices From the left-hand side navigation menu, go to Money In > Invoices & Estimates. This will open a list of all your invoices. Step 2: Select the Invoice(s) To print a single invoice, click on the invoice you want to downlFew readers

• Using Products or Service on Invoices

  Adding products and services to your COUNT account streamlines the invoicing and billing process, ensuring that your transactions are consistent and accurate. Here's how you can add a product or service in COUNT: Find the Step-by-Step Guide to Adding a Product or Service here. Using Saved Products and Services On Invoices and Bills: When you create invoices or bills, you can select the saveFew readers

• How to Record Multiple Payments to an Invoice

  Sometimes customers don’t pay an invoice in one go — they may send deposits or partial payments over time. In COUNT, you can assign multiple payments to a single invoice so your receivables always stay up to date. Steps to Record Multiple Payments Open the Invoice From the left sidebar, go to Sell > Invoices & Estimates and click on the sales invoice you want to update. Once the invoice is open, click the Assigned Payments tab at the top of the page. Click **Assign PaymFew readers

• How to Assign Multiple Payments to an Invoice in COUNT

  If a customer makes multiple payments toward the same invoice, you can assign each payment to the invoice in COUNT. This is useful when a customer pays an invoice in multiple installments or when several payments need to be applied to the same invoice. How to assign multiple payments to an invoice Go to Money In > Invoices & Estimates. Find and open the invoice you want to assign payments to. Select Assigned Payment. Select Assign Transaction to match a bank transactFew readers

• Creating an Invoice in COUNT

  Creating an invoice in COUNT is straightforward and allows you to efficiently manage your billing process. Follow these steps to create a new invoice: 1. Navigate to Invoices On the left-side menu, click Money In, then Invoices & Estimates. Click the Create Invoice button. Tip: If this is your first invoice, create your template and click save to set up a consistent format for fuFew readers

• How to Assign Multiple Transactions to a Single Invoice in COUNT

  If a customer pays an invoice using multiple bank transactions, you can assign those transactions to a single invoice in COUNT. For example, if a customer pays an invoice in several installments, each bank transaction can be assigned to the same invoice. How to assign multiple transactions to a single invoice Go to Banking > Transactions. Find the bank transactions that relate to the invoice. Click the Category and choose Match or Transfer. ![](https://storage.crispFew readers

• How to Change the Sending Email for Invoices in COUNT

  COUNT allows you to customize the email address used to send invoices, credit memos, and estimates to your customers. This helps you maintain brand consistency and ensures customers recognize emails as coming directly from your business. This setting only affects invoice-related emails. All other system emails will continue to be sent from COUNT’s default email address. Steps to Change the Sending Email Go to Settings. Under Invoice & Bill Settings, click on the **InvoiFew readers

• How to do Bulk Import Your Invoices into COUNT

  COUNT allows you to upload multiple invoices at once using our CSV import tool. This is ideal when migrating data or handling a high volume of invoices efficiently. Follow the steps below to prepare your file and complete a successful import. Where to Find the Invoice Import Tool From the left-hand menu, go to Money In > Invoices & Estimates. Click the import icon, located next to the Create Invoice button. ![](https://storage.crisp.chat/users/helpdesk/website/-/4/c/b/Few readers

• How to Send Invoices to a Customer

  COUNT makes it easy to email your customer directly once an invoice is ready. Whether you're billing one client or multiple, you can send approved invoices straight from your workspace in just a few clicks. Sending an Invoice via Email Here’s how to send an invoice to a customer: 1. Go to Money In From the left-hand sidebar, click Invoices & Estimates. **2. Locate the ApFew readers

• Handling Third-Party Payment Fees in COUNT

  When receiving payments through third-party providers, the amount deposited into your account may be lower than the invoice total due to processing fees. COUNT allows you to properly record these transactions so your invoice is marked as fully paid while also capturing the fee as an expense. This article will guide you through how to handle third-party payment or merchant fees in COUNT. Benefits of Recording Third-Party Fees Correctly: Accurate Income Reporting: Ensure your invoice refFew readers

• How to Assign Invoices to Reconciled Transactions in COUNT

  Sometimes you may need to link an invoice to a transaction that has already been reconciled. COUNT makes this easy — you can update reconciled transactions safely while keeping your books accurate. How to Assign an Invoice to a Reconciled Transaction Assigning Invoices to Reconciled Transactions A step wise process is shared below: Open the transaction Go to the Transactions tab and click on the transaction you want to link an invoice to. **UseFew readers

• How to Refund a Stripe Paid Invoice

  If a customer paid an invoice through Stripe and you need to issue a refund, you can do so by creating a Credit Memo and processing the refund through Stripe. Steps to Refund a Stripe-Paid Invoice Open the paid invoice you want to refund. Click the 3 dots icon on the right side of the screen and select Create Credit Memo. On the Credit Memo page, scroll to the bottom and cFew readers