• 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 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 future invoices. 2. Enter Invoice Details (https://storage.crisp.chat/users/helpdesk/website/-/1/6/a/4/16a49894755f8Some 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 CSome 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. ByFew 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 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 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 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 Free plan: 2.99% + $0.50 per transaction ACH bank transfers: Fee: 1% per transactFew readers

• 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 Invoices & Estimates From the left sidebar, click on Invoices & Estimates. 2. Click “Create Credit Memo” In the top-right corner of the page,Few 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 Invoices & Estimates. 2. Open the Credit Memos Tab Navigate to the Credit Memos tab and click on the credit memo you want to modify. 3. View Assignments Once tFew 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 Invoices & Estimates From the left-hand sidebar, click Invoices & Estimates. 2. Locate the Approved Invoice In the table, find the invoice you want to send. Make sure its status is ApprFew readers