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Product / MoneyIncluded in Pro and Team
Money

Quote it, invoice it, see what’s coming in.

Build quotes from your price book, turn a yes into invoices and chase what’s late. The overview shows what’s paid, what’s owed and what’s likely next.

01/Both sides of a quoteYour side · Their side

Your side. Built from your price book, with a margin your clients never see.

Money · Quote. A quote in Stack for Fern Rd Dental: four lines come from the price book, the total adds GST, a margin figure shows only to you, and the quote is sent to Priya.Sent to Priya

Their side. A page to read, pick and sign. No account needed.

Money · Quote page. The quote page a client gets from Stack: Priya picks one of two options, types her name, ticks the box and accepts, while your side shows the quote opened and then accepted.Their side
Your price bookFixed, per unit, cost plus markup or recurring. Import a CSV, or let Penny draft one for you to check.
Quotes with optionsOffer up to four options, set how long the quote is valid, and see when it’s been opened.
Invoices and remindersOne-off, progress or recurring, by email with a PDF to download. Reminders go out on the days you set.
02/SalesSales pipeline

Your pipeline feeds the forecast. What’s paid, what’s due and what’s likely, month by month.

The overview adds up what’s paid, owed and overdue. Cash flow looks five months ahead at invoices due, recurring work, open quotes and open deals, with quotes and deals weighted by how likely they are. Ask Penny what’s owed or overdue and she’ll tell you in a sentence.

Money · Overview. The Money overview in Stack: money paid this month, a cash flow chart that adds invoices due, recurring work, weighted quotes and the weighted pipeline to the coming months, and two overdue invoices with reminders sent.Harbour Creative
03/How it works3 steps

How it works. From a price to paid.

Money · Price book. A Stack price book with four items, one for each way of pricing: fixed, per hour, cost plus a markup and every month. Picking them adds them as lines on a quote.
01

Quote from your price book

Pick items onto a quote, offer options and check your margin, which clients never see. Or ask Penny for a draft to check and send.

Money · When they accept. Stack tells you Fern Rd Dental accepted a quote, signed by Priya Nair, and shows what followed: the deal marked won, invoices created from the payment schedule, and a project with starter tasks.
02

They accept online

Your client opens their link, picks an option, types their name and ticks the box. That can mark the deal won, create the invoices, email the first one and start a project.

Money · To chase. The To chase card in Stack Money: two overdue invoices are listed with how late they are, reminders go out to both, and one is marked paid by bank transfer.
03

Follow it through to paid

Reminders go out on the days you set, and your bank details sit on the invoice. Mark it paid when the money lands.

01/ 03Quote from your price book
04/Questions8 answers

A few things about Money.

Yes. Quotes, invoices and the price book are included in every plan, so there’s no add-on to buy.
No. They get an email with their own link. A quote or invoice opens in the browser, and there’s nothing to sign in to.
By bank transfer, with the bank details you add in Settings and the invoice number as the reference. When the money lands, mark the invoice paid in Money.
Yes. Stack emails the client on the days in Settings: by default three days before the due date, then one, seven and 14 days after. They stop once the invoice is paid, and you can change the days.
No. She can look up quotes and invoices, tell you what’s owed and draft a quote from your price book. You open the draft, check it and press Send.
Yes. Set an invoice to repeat monthly and Stack sends each one on its date.
Yes. GST is added at 10% by default, you can turn it off, and invoices are headed Tax invoice. You can also quote in NZD, USD, GBP or EUR, and the exchange rate locks when you send.
No. It handles quotes, invoices, reminders and your forecast. Keep your accounting software for bills, payroll and BAS.
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