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: YES! The Add invoice button has a dropdown with import via CSV as an option.
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 clicking "Customer payment" then selecting the invoice(s) to apply and click "Apply Payment." 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 invoice.” To void multiple invoices at once, click the "select" box to select them then click "void."
Q: Can I link a payment to an invoice?
A: Yes, on the "Transactions" pages, open the incoming payment and match it to the open invoice. You can also do this from Revenue -> Invoice Payments, which shows all open invoices. Stripe invoices will link automatically, and the status will sync with Stripe.
Q: Can I manually mark an invoice as paid?
A: Yes, matching a transaction to an invoice automatically updates its status to Paid. Multiple payments can be applied to a single invoice for partial payments, and the outstanding balance updates as each payment is matched. Stripe Invoices will sync automatically.
Q: Can I issue a credit memo?
A: Yes, from the invoice, choose "Create credit." This opens a form pre-filled with the original invoice's details and allows you to edit the date, description and amount - when ready, click "Post." Credit memos post as a negative amount against that invoice rather than leaving the receivable open.
Q: Can I send invoices to customers by email?
A: Yes, from the invoice, choose "Send" to email it directly to your customer with your branding and a PDF attachment - no need to download and send manually.
Q: Can I duplicate an invoice?
A: Yes, duplicate an existing invoice by clicking "Duplicate" after opening any invoice.
Q: Can I customize how my invoices look?
A: Yes, click on "Invoice Settings" to upload your logo, set a brand color, and add your business information.
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.