Dashboard
Getting Started
Welcome to stub
Set up your business profile
Get stub on your phone
Add loans and liabilities
Switching to stub in seconds
How to get your documents into stub
Connections
How to connect your Investec account to stub
How to connect Yoco to stub
Connecting your bank to stub
How to connect your Capitec account
How to remove a personal bank account in stub
How to manage app sync
Developers
Build on stub
Accounting
Set opening balances
General Ledger
Add a manual entry
Retained earnings
Chart of Accounts
Configure your default accounts
Set your financial year
Tracking business loans
Accounting 101
Insights
Insights dashboard
Sales report
Expenses report
Profit & Loss report
Cash Flow report
Balance Sheet report
Trial Balance report
VAT / Sales Tax report
Sharing reports
Using tags for custom reports
Troubleshoot unexpected report numbers
Invoices & Quotes
How to create invoices
Ways to send an invoice
The status of your invoice
How to mark an invoice as paid
Repeat invoices
Invoicing in a different currency
How to add VAT to invoices
Adding discounts
How to create quotes
Credit notes
How to create a pro-forma invoice
How to enable online payments
How to get paid
How to mark invoices as paid in stub
How to set up payment reminders
Customer accounts and payments
How to set up recurring invoices
Income & Expenses
How to record income and expenses
How to categorise transactions
Automatically categorise transactions
Managing business expenses and spend
Categorising income & expenses
Purchases
Customers & Suppliers
Customer statements
Products & Services
Add products & services
Inventory management
Adding variants in stub
Assets & Depreciation
How to add assets
How to add depreciation
Business Setup
Add team members
Manage multiple businesses
Payments
Custom payments page & StreamElements
Integrations
Find your Account ID
Other
Join our discord
stub Guide
Connect your bank account
Create and send an invoice
Set up your business details
Upload files to stub
Dashboard