Dashboard
Getting Started
Welcome to stub
Set up your business profile
Get stub on your phone
Switching to stub
Add loans and liabilities
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
Income & Expenses
How to record income and expenses
How to categorise transactions
How to import transactions from CSV
How to convert your PDFs into CSV files
Automatically categorise transactions
Managing business expenses and spend
Customers & Suppliers
Customer statements
Products & Services
Add products & services
Inventory management
Assets & Depreciation
How to add assets
How to add depreciation
Accounting
General Ledger
Add a manual entry
Retained earnings
Chart of Accounts
Configure your default accounts
Set your financial year
Tracking business loans
Accounting 101
Business Setup
Add team members
Manage multiple businesses
Connections
Connecting your bank to stub
How to connect your Capitec account
How to remove a personal bank account in stub
Payments
Custom payments page & StreamElements
Integrations
Find your Account ID
Other
Join our discord
stub Guide
Welcome to stub!
Setting your opening balances in stub
Insights dashboard
How to connect your bank to stub
How to connect your Capitec account to stub (2 easy ways)
Dashboard