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Accounting

Create invoices from fulfilled orders and track what's been paid.

Two views: Unpaid Orders & Invoice History

Accounting expands in the sidebar into two pages.

Accounting expanded in the sidebar showing Unpaid Orders and Invoice History
Supplier Board → Accounting

Unpaid Orders

Every fulfilled order that hasn't been invoiced yet, with filters for Retailer and Date.

Unpaid Orders list showing fulfilled orders with Total, Handling, Shipping, Items, Fulfillment Status, and Status columns
Unpaid Orders

Invoice History

Every invoice you've created, past and present, with search and a Status filter.

Invoice History list showing Invoice ID, Created At, Due from, Status, Orders count, Amount, Shipping Fee, Handling Fee, Adjustment, and Total columns
Invoice History

Creating an invoice

From Unpaid Orders, select the orders you want to bill and two options appear: Create invoice for $X.XX (the combined total of everything selected) and Export by SKU.

Two orders selected in Unpaid Orders, showing a Create invoice for $345.98 button and an Export by SKU button
Select orders → Create invoice or Export by SKU

Adjusting the invoice

Creating an invoice opens a modal with the combined Amount, plus an Adjustment amount and Adjustment reason — use this to credit something back (an item that arrived damaged, was lost in transit, was defective, etc.) before the invoice goes out.

Create invoice modal showing Amount, Adjustment amount, Adjustment reason, and a Mark as paid checkbox
Create invoice — amount, adjustment, mark as paid
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Only check Mark as paid if you've already received payment from the retailer. The maximum orders per invoice is 1000.

The invoice detail page

Clicking an invoice from Invoice History opens its detail page: Created at / Updated at, Amount, Shipping Fee, Handling Fee, Adjustment amount / reason, and the Total — plus the invoice's status badge, a Delete link (see below for when that's available), and a list of every order included on it.

Invoice detail page showing Created at, Amount, Shipping Fee, Handling Fee, Adjustment, Total, an open status badge, Update Shipping Rates and Import Shipping from CSV buttons, and a table of orders on the invoice
Invoice detail — an open invoice

Editing shipping on the invoice

ShipGeek pulls shipping data from the supplier's order in Shopify by default. From the invoice detail page, Update Shipping Rates lets you adjust them manually, or Import Shipping from CSV lets you pull in rates from a CSV if you're using a shipping provider other than Shopify's own rates.

After the invoice is created

The new invoice shows up in Invoice History with a status of open.

Invoice History with a new invoice added, showing an open status badge
Invoice History — new invoice, open
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Open means DankGeek has received the invoice. Once payment is sent, it's marked paid automatically — no action needed on your end.

Editing or deleting an invoice

As long as an invoice hasn't been paid yet, you can delete it if you need to make changes — edit shipping, add more orders, etc. — then recreate it.

Tracking from the Dashboard

The Dashboard's Accounting summary shows a running total of unpaid orders and unpaid invoices — this page is where you act on them.

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