Invoicing
Track outstanding and paid invoices across your client's entities, and manage accounts receivable reconciliation on the Accrual ledger.
What syncs here
Kick has invoicing integrations with Stripe, Mercury, and BILL. When any of these 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, Mercury, or BILL 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, Mercury, or BILL 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 reconciliation.
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:
External status
The paid or open status maintained in Stripe, Mercury, or BILL
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, Mercury, or BILL.
Creating invoices
Click Create invoice in the top right. The dropdown includes:
Kick — opens the native invoice composer in Kick (see below for availability)
Stripe — opens the create invoice flow in Stripe
Mercury — opens the create invoice flow in Mercury
BILL — opens the create invoice flow in BILL
Import — opens the Invoice Importer (Plus plan only)
Creating invoices in Kick
Native invoicing is rolling out gradually and may not be available in your client's workspace yet.
Where it is available, choose Kick from the Create invoice dropdown to build an invoice without leaving Kick. The composer panel holds four expandable sections you can complete in any order: Details for customer information and payment terms, Items for line items, Design for logo and styling, and Customize for PDF size, memo, terms, and footer. A separate send panel gives you the email preview, where you can send immediately or schedule delivery.
The Invoice Importer lets you manually record invoices in Kick for clients who aren't using Stripe, Mercury, or BILL 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.
Accrual ledger
When the Accrual ledger is enabled, two additional columns become available in the By line item view:
Accrual ledger
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:
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.
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.
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