Reports

• How to print a report?

Taxes

• Can I add 2 different types of taxes to a single invoice row?
• What is a non-recoverable tax?
• What is a recoverable tax?
• Can I edit or delete a Tax?

Users

• I sent an invitation to the user but he lost the link. Can I resend the link or do I have to complete the process of adding the user again?
• Can I switch a user from Standard to Advisor?
• What's the difference between the 2 types of users, Standard and Advisor?

Inventory

• How can I track my inventory in SlickPie?
• Can I import the inventory list to my account or I have to enter them manually?
• Can I delete an inventory item?

General

• Can I edit the email content?
• How can I add my company logo to the invoices/ quotations?
• How can I change the accounting method from accrual to cash?
• Will each company have a unique ID and password?
• I can't reconcile due to international bank charges. What should I do?
• Can I use the date as closing balance when creating opening balance in SlickPie?

See all 21 articles

Chart of Accounts

• Can I use the same list of Chart of Accounts for different companies?
• What's the lock icon for?
• What are System Accounts in COA?
• Can I edit or delete a System Account available in Chart of Accounts?
• What are SlickPie Default Accounts? Why do I need them?

Contacts

• Is it possible to add a contact without an email address?
• Can I assign specific invoice format for a customer?
• Can I delete a contact?
• How can I edit a contact?
• Can I change the Contact Type?
• How to import a contact list?

Transactions

• In MagicBot, are the documents processed individually or can be processed in batch?
• How long does MagicBot takes to read the data?
• How can I record an overpayment to an invoice?
• Will my clients be able to see their invoices and estimates?
• How & where can I record the difference in exchange rate?
• Can I change the default currency of my company?

See all 13 articles

Invoices

• Does SlickPie charges any fee for using the payment gateway?
• How can I include a deposit from a customer on an invoice?
• Where can I display my GST number on the invoice?
• Can I add a partial payment to an invoice?
• How can I print an invoice?
• Can I email an invoice to multiple addresses?

See all 18 articles

Account Setup

• What is Sales Tax ID/ Number in financial settings?
• What is a Business Number?
• What's Display Name?

Income and Expenses

• How can I record an advance payment to a vendor?

Banking

• How do I add cash payments?
• Will I be able to reconcile multiple invoices with 1 payment?
• How can I keep personal expenses separate from business so it doesn't affect the reports?
• Are bank feeds available in my country?
• Reasons for the difference in bank and SlickPie balance
• I don't see the name of my bank in the list. What should I do?

See all 15 articles