Reference guide
Billing & invoicing
There's no manual charge logging in Storely — billing calculates itself from your rate cards as work happens.
How charges post
Storage is charged monthly. Receiving and shipping charges post the moment you click Finalize on a shipment or order — see Receiving in depth and Orders & fulfillment for where that button lives. If you're on the Kitting/bundling & assembly add-on, assembly job charges post the same way.
Invoices generate automatically
There's no manual "generate invoices" step — Storely creates one invoice per client automatically on the 1st of each month, covering every billing event from the period. Open Billing to review the line items on each invoice and mark it Sent once you're happy with it — the client sees it immediately in their portal.
Missing charges
If a charge type is missing from an invoice, it's almost always because it's missing from that client's rate card. Add the line item under Rate Cards before the next billing cycle runs. For a charge that should have shown up on an invoice already generated, email [email protected] — invoices aren't regenerated automatically once created.
QuickBooks sync (Pro plan)
If QuickBooks Online is connected under Settings, every invoice row in Billing gets a Push to QuickBooks button. Clients map to QuickBooks Customers, and invoice line items map to your QuickBooks charge types.