Making Invoicing Effortless with Puzzle
At Puzzle, we're all about making accounting easier for founders and bookkeepers. One of the powerful tools we've introduced to help with that is our intuitive Invoicing system.
Why Should You Care About Puzzle's Invoicing?
Seamless Integration with Stripe: If you're using Stripe as your payment processor, our native integration syncs invoices and automates accrual revenue recognition. That means less manual data entry and more time focusing on your business.
Efficiency & Control: Enter invoices directly into Puzzle, keep track of their status, and manage customer information—all without leaving the platform.
Real-Time Insights: With every invoice and payment tracked, you get up-to-the-minute clarity on your receivables, helping you make informed decisions confidently.
How Does It Work?
Entering Invoices
Direct Entry: Go to Revenue → Invoices, click the + button and choose Create invoice (or Import from CSV to add several at once). Fill in the customer, line items, due date and any notes, then save it as a draft or post it.
Stripe Integration: Using Stripe? Our integration pulls in your invoices automatically, syncing statuses and payment updates in real-time.
Managing Payments
Marking Transactions as Invoice Payments: On the "Transactions" page, find the payment transaction, open its details, and click the (+) next to "Customer Payment". When the "Payments application" page opens, select the applicable transaction and invoice, then click Apply payment. This applies the payment to reduce Accounts Receivable instead of recording it as new revenue.
Automatic Linking with Stripe: Payments received through Stripe invoices are linked automatically, and the invoice status updates without you lifting a finger.
Handling Invoices
Voiding Invoices: Need to void an invoice? Click on the three dots (⋮) next to the invoice in the "Invoices" tab and select "Void invoice", or open the invoice and click Void. This keeps your records clean while maintaining an audit trail.
Deleting Invoices: Only draft invoices can be deleted. Once an invoice is posted it can't be deleted, only voided, so you keep a complete history of your invoicing.
Customer Management
Adding Customers: You can add customers directly in the "Customer" field when creating an invoice or categorizing a transaction. If it's a new customer, just type in the name, and they'll be added to your list.
Viewing Customer Information: Go to Revenue → Customers to see your customer list and each customer's activity.
The Bottom Line
Puzzle's Invoicing is all about giving you more control, transparency, and ease when managing your revenue. It helps keep your Accounts Receivable organized and your cash flow predictable—making your financial management less about chasing numbers and more about making informed decisions.