SlickPie Support Knowledge Base
Self Support
Browse by Topics
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Features
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Getting Started
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General
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Tax Setup
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People
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Transactions
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Can I send a payment receipt?
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Edit or Delete a Journal Voucher
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Add a Manual Voucher
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Recording Withholding Tax
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Convert a Quotation to an Invoice
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Accepting a Quotation
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Create a Quotation
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Adding a dividend payment in SlickPie
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Adding a partial payment to an invoice
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MagicBot Features
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MagicBot - Automated Data Entry
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Recording an Advance Payment from a customer
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Manual Payroll Entries
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Accounting for Uber, Airbnb and other Sharing Economy
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Manual Entries for Payroll in US
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Create a Billable Reimbursable Expense
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Refunding/ Deleting a Payment
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Reimbursing an Expense
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Create a Reimbursable Expense
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Recording Cash Payments
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Manual Entries for Payroll in Canada
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Enable Online Payment Option to Invoice
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Add a New Invoice
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Create a Repeating Invoice
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Copying an Invoice
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Enter Payment for an Invoice
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Add a New Bill
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Make a Bill Payment
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Create a Debit Memo
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Use Debit Memo against a Bill
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Can I send a payment receipt?
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Accounts
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Linking multiple accounts within same bank
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Linking PayPal Account
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Update your bank accounts for improved bank feed process
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Unreconcile or Delete a Bank Transaction
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Adding Stripe
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Record a Loan & Loan Payment
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Importing the Bank Statements
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Get Bank Feeds through Link Bank
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Bank Reconciliation
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Add a Bank Account
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Edit Bank Account
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Add New Credit Card Account
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Edit Credit Card Account
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Add a New PayPal Account
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Edit PayPal Account Information
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Account Statements
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Record Expense in Banking
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Transfer Funds
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Record Income
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Search a transaction in a statement
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Adding Chart of Accounts (COA)
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Edit/ Update a Chart of Account (COA)
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Linking multiple accounts within same bank
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Inventory
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Reports
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Company Setup
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Frequently Asked Questions
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Reports
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Taxes
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Users
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Inventory
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General
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Can I edit the email content?
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How can I add my company logo to the invoices/ quotations?
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How can I change the accounting method from accrual to cash?
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Will each company have a unique ID and password?
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I can't reconcile due to international bank charges. What should I do?
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Can I use the date as closing balance when creating opening balance in SlickPie?
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I have a retail store, so not much invoicing to do. How can I record daily sales?
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How can I keep track of mileage?
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How secure is my information on SlickPie?
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I am trying to access SlickPie on my mobile but it's not working. Why?
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I don't want to send payment reminders to my customers. How can I stop it?
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I have 2 businesses. How can I add them to SlickPie?
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Can I delete Demo company?
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Can I change the date format?
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Can I edit an invoice or a bill once approved?
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Can I attach a document/ receipt with a bill or an invoice?
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How can I access list of companies added to the account?
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How can I change the password?
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Can I import all the data from my previous accounting software to SlickPie?
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Who else has access to my account?
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Do I have to back up the data each time I make changes?
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Can I edit the email content?
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Chart of Accounts
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Contacts
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Transactions
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In MagicBot, are the documents processed individually or can be processed in batch?
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How long does MagicBot takes to read the data?
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How can I record an overpayment to an invoice?
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Will my clients be able to see their invoices and estimates?
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How & where can I record the difference in exchange rate?
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Can I change the default currency of my company?
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Why I am not seeing my company file in Dropbox?
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How to enter a return?
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What is Receive Payment?
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Can I enter multiple payments against a single invoice?
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How can I update the invoice once the payment is received?
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Can I accept payments online?
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What kind of payments are accepted through SlickPie?
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In MagicBot, are the documents processed individually or can be processed in batch?
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Invoices
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Does SlickPie charges any fee for using the payment gateway?
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How can I include a deposit from a customer on an invoice?
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Where can I display my GST number on the invoice?
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Can I add a partial payment to an invoice?
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How can I print an invoice?
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Can I email an invoice to multiple addresses?
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Why is the invoice status not updated although the payment is received in PayPal?
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Can I change the description of the item in an invoice?
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Can I copy an invoice?
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I can't upload the logo. What should I do?
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Can I preview the invoice before emailing it to my client?
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How can I delete a partially/ fully paid invoice?
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Can I accept payments through an invoice?
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Why I see no invoice number when creating a Repeat Invoice?
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Can I make any changes to the Repeat Invoice?
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Can I change the Invoice Number?
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How should I enter the time for the services provided?
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How to record an Over Payment on an invoice?
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Does SlickPie charges any fee for using the payment gateway?
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Account Setup
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Income and Expenses
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Banking
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How do I add cash payments?
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Will I be able to reconcile multiple invoices with 1 payment?
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How can I keep personal expenses separate from business so it doesn't affect the reports?
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Are bank feeds available in my country?
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Reasons for the difference in bank and SlickPie balance
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I don't see the name of my bank in the list. What should I do?
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Where can I see opening balance of my bank account?
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Does SlickPie offer bank transfer as method of payment?
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I am having difficulty getting accurate data from link bank. What can I do?
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Can I add multiple PayPal accounts?
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What is Bank Statement?
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What is an Account Statement?
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How to remove a duplicate bank transaction?
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What is Record Expense?
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I can't find my bank institution in the list. How can I add one?
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How do I add cash payments?
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Videos
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Getting Started Videos
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SlickPie Videos
Need Further Help
Email:
Monday to Friday: 9AM to 5:30PM PST
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