> For the complete documentation index, see [llms.txt](https://docs.kick.co/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.kick.co/accountants/bookkeeping-workflows/invoicing.md).
# Invoicing
### What syncs here
Kick has invoicing integrations with Stripe and Mercury. When either is connected, invoices sync to the Invoicing tab automatically — including invoice line item detail, customer information, and payment status.
If your client uses multiple Stripe or Mercury accounts across entities, the Invoicing tab allows you to manage all of them in a single view.
The Invoicing tab is available on the **Free** and **Basic** plans for clients with a Stripe or Mercury integration connected. The full tab is blocked without a connected integration.
Plus plan clients have access to all features, including the Invoice Importer, Accrual ledger categorization, and automated AR reconcilaition.
→ [Stripe](/accountants/setting-up/integrations/payment-processors.md#connect-stripe)\
→ [Mercury](/accountants/setting-up/integrations/mercury.md)
***
### Navigating the Invoicing tab
Use the dropdown in the top right to toggle between three views:
* **By customer** — one row per customer with aggregated invoice totals
* **By invoice** — one row per invoice
* **By line item** — one row per line item; the best view for Accrual ledger work when the Accrual ledger is enabled
The chart at the top is interactive — click any status to filter the view below.
**Filters**
Filter by time period or entity using the filters in the top right. The Invoicing tab defaults to invoices created in the last 90 days. Additional filters are available in the top left.
**Saving custom views**
Configure your columns and filters, then click **Save** in the top right. Name your view and access it from the dropdown in the top left.
***
### Invoice status
Each invoice has two statuses:
| Status | What it reflects |
| --------------- | ------------------------------------------------------------------ |
| External status | The paid or open status maintained in Stripe or Mercury |
| Kick status | Updated when you match an invoice to a payment transaction in Kick |
In most cases these should stay in sync. Matching a transaction to an invoice in Kick updates the Kick status, but does not affect the external status in Stripe or Mercury.
***
### Creating invoices
Click **Create invoice** in the top right. The dropdown includes:
* **Stripe** — opens the create invoice flow in Stripe
* **Mercury** — opens the create invoice flow in Mercury
* **Importer** — opens the Invoice Importer (Plus plan only)
The Invoice Importer lets you manually record invoices in Kick for clients who aren't using Stripe or Mercury for invoicing.
You can enter invoices one at a time or paste in rows from a spreadsheet if the columns match the required format.
Invoices created via the importer are for accounts receivable reconciliation purposes — payments are handled in your client's invoicing software, not in Kick.
{% hint style="info" %}
The Invoice Importer is available on the Plus plan. It's designed for clients who need AR reconciliation but aren't using Stripe or Mercury for invoicing.
{% endhint %}
***
### Accrual ledger
When the Accrual ledger is enabled, two additional columns become available in the **By line item** view:
1. **Accrual ledger**
2. **Receivables account**
These fields control how invoice-related journal entries are generated on the Accrual ledger.
By default, all invoice line items post to Revenue on the Accrual ledger (credit) side and Accounts Receivable on the receivables (debit) side. You can override either at the line item level:
1. **Accrual ledger account** — post individual line items to custom revenue accounts. For example, a two-line invoice might have one line posted to Sponsorship Revenue and another to Ad Revenue.
2. **Receivables account** — by default this is Accounts Receivable, but you can create custom receivables accounts to track AR by customer, project, department, or any other dimension.
Classes can also be assigned at the line item level and flow through to your by class reports on the Accounting tab.
***
### Invoice journal entries
Invoices generate journal entries on the Accrual ledger for each entity. To view invoice-sourced journals, filter for **Entry source** → **Invoice** on the General Ledger.
***
### AR reconciliation
When a payment comes in for an outstanding invoice, Kick proposes a match between the transaction and the open invoice. Confirming the match posts the transaction to Accounts Receivable (or a custom Receivables account) on the Accrual ledger rather than a revenue account, preventing double-counted revenue.
You can also match manually: go to the transaction details panel on the Transactions tab and click **Find a match**.
→ [Accrual Tasks](/accountants/close-workflows/tasks/accrual-tasks.md)
---
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