Mainstack Invoicing
How to issue a refund
Simple steps to issue a refund Log in to your Mainstack Dashboard. On the Home page, scroll to the Mainstack Apps section and click on Invoicing On the top right corner of your dashboard, click on More. Click on refunds. On the refund dashboard, ...
How to delete an Invoice
Simple steps on how to delete an Invoice. Log in to your Mainstack Dashboard. On the Home page, click on the Invoicing icon. Identify the invoice you want to delete. Click on the ellipsis (...) on the block of the specific invoice. Click on delete ...
How to mark an invoice as paid offline
Simple steps on how to mark an invoice as paid offline. (this is strictly for payments received outside of the Mainstack payment system) Log in to your Mainstack Dashboard. On the Home Page, click on the Invoicing icon. Identify and click on the ...
How to pause a payment reminder for an Invoice
Simple steps on how to pause the payment reminder sent to your client for an unpaid invoice. Log in to your Mainstack Dashboard. On the Home page, click on the Invoicing icon. Identify and click the invoice whose reminder you want to pause. Click on ...
How to send a payment reminder to your client for an Invoice
Simple guide on how to send a payment reminder to your client for an unpaid invoice. Log in to your Mainstack Dashboard. On the Home page, click on Invoicing icon. Identify and click the invoice you want to send a reminder for. Next, click Send ...
How to export the CSV file of your clients
Simple steps on how to export the record of your clients as a CSV file. Log in to your Mainstack Dashboard. On the Home page, click on the Invoicing icon. Click on Clients. Click on Export list. There you go! The record will be downloaded to your ...
How to export the CSV file of your Invoice Transactions
Quick simple steps on how to export the CSV file of your transaction records. Log in to your Mainstack Dashboard. On the Home page, click on the invoicing icon. Click on Transactions. Click on Export list. There you go! The information will be ...
How to view your client's information
Simple steps on how to view your client's information. Log in to your Mainstack Dashboard. On the Home page, click on the Invoicing icon. Click on Clients. Search for a specific client via name or email address and click on the record. There you go! ...
How to view the analytics of your invoice.
How to track the analytics of your invoice. Log in to your Mainstack Dashboard. On the Home page, scroll to the Mainstack Apps section and click on Invoicing Click on Analytics. There you go! You can proceed to view the analytics of your invoice.
How to copy an Invoice link
Quick simple guide on how to copy your invoice link/URL. Log in to your Mainstack Dashboard. On the Home page, click on the Invoicing icon. Identify the invoice whose URL/link you want to copy. Click on the ellipsis (...) on the block of the specific ...
How to Archive an Invoice
Simple steps on how to archive an invoice. Log in to your Mainstack Dashboard. On the Home page, click on the Invoicing icon. Identify the invoice you want to archive. Click on the ellipsis (...) on the block of the specific invoice. Click on Archive ...
How to download an Invoice
Simple steps on how to download your invoice as a PDF file. Log in to your Mainstack Dashboard. On the Home page, click on the Invoicing icon. Identify the invoice you want to download. Click on the ellipsis (...) on the block of the specific ...
How to create a Professional Invoice
Quick simple steps on how to generate a professional invoice. Log in to your Mainstack Dashboard. On the Home page, click on the Invoicing icon. Click on Create Invoice. Select Professional Invoice, and Click Next. Proceed to input all the necessary ...
How to create a Simple Invoice
Simple steps on how to create a simple invoice Log in to your Mainstack Dashboard. On the home page, click on the Invoicing icon Click on Create Invoice Select Simple Invoice, and Click Next Proceed to input all the necessary information about the ...
How to set up payment options for your Invoice
Quick simple guide on how to set up the payment options for your Invoice. Log in to your Mainstack Dashboard. On the Home page, click on the three (3) horizontal lines on the top right corner of your screen. Click on Account Settings. Navigate to the ...
How to customize your Invoice
Simple steps on how to customize your Invoice. Log in to your Mainstack Dashboard. On the Home page, click on the the three (3) horizontal lines on the top right corner of your screen. Click on Account Settings. Navigate to the Product Settings ...
How to edit/update your Invoicing information
Simple steps on how to update the information on your invoicing profile. Log in to your Mainstack Dashboard. On the Home page, click on the the three (3) horizontal lines on the top right corner of your screen. Click on Account Settings. Navigate to ...
How to set up Invoicing
Simple steps on how to activate the Invoicing product. Log in to your Mainstack Dashboard. On the Home page, navigate to the Mainstack Apps section, and click Invoicing. Click on Get started. Fill in the necessary information by following the on ...
Getting Started with Mainstack Invoicing
Mainstack Invoicing is a powerful, all-in-one solution that enables you to create, send, and manage invoices directly within your Mainstack account, where you already create and sell. This tool is ideal for various business needs, including: Offering ...