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.
To print a single invoice, click on the invoiFew readersUsing 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 theFew readersRecord 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 usiFew readersHow 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, scroFew readersHow 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 **Few readersCreating 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 Sell, 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 consisteFew readersHow 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 Invoices & Estimates, then select either Invoices or Estimates, depending on what you want to duplicate.
