Q: Does Puzzle integrate with any payment processor platforms?

A: Yes! We have a native Stripe integration. It syncs invoices and automates accrual revenue recognition. If you’d like to learn more, reach out via the in-app chat. We’d be happy to walk you through the details.

Q: Can I enter invoices directly in Puzzle?

A: Yes, you can enter invoices on the “Invoices” tab of the “Accounting” section by clicking on the “+ invoice” button.

Q: Can I batch-import invoices via a CSV?

A: Not currently. If this is a feature you are interested in let us know via the in-app chat!

Q: Can I attach documentation to an invoice in Puzzle?

A: Not currently.

Q: How do I mark a transaction as an invoice payment?

A: You can mark a transaction as an invoice payment on the transaction’s details in the “Transactions” page by checking the “invoice payment” box. This causes the accrual accounting treatment to reduce accounts receivable instead of recording an expense.

Q: Can I delete an invoice?

A: Invoices in Puzzle cannot be deleted, only voided. This ensures a record of all activity in the audit log and general ledger.

Q: How do I void an invoice?

A: Invoices entered manually into Puzzle can be marked as void by clicking on the three dots to the right of the invoice on the “Invoices” tab of the “Accounting” section and selecting “void.”

Q: Can I link a payment to an invoice?

A: Stripe invoices will link automatically, and the status will sync with Stripe. Manually entered invoices cannot currently be linked to a payment, but we are working on adding this functionality.

Q: Can I manually mark an invoice as paid?

A: Not currently. Stripe Invoices will sync automatically. The status of manually entered invoices cannot be edited currently, but we are working on adding this functionality.

Q: Where can I see my AR aging report?

A: Puzzle currently has an AR aging report for Stripe invoices. If you have a connected Stripe account, you can see your AR aging report on the “AR aging” tab on the “Accounting” page. You can also download the AR aging report from the “Reports” page. We are working on adding one for manually entered invoices. If you are interested in this feature, let us know via the in-app chat.

Q: Can I receive payment from my customers with Puzzle?

A: No, not currently. We recommend using Stripe, which has a direct integration with Puzzle.

Q: Where can I see my customer list?

A: You can see your list of customers and all their corresponding transactions on the “Revenue” page.

Q: How do I add a customer?

A: You can add customers directly on the “customer” field of transactions and invoices. Currently, you cannot add customers in Puzzle that are not associated with either an invoice or a transaction.