Docy Documentation

1. Go to the Vencru signup page at https://app.vencru.com/sign-up 

2. Enter your email address and phone number
3. Type in your password
4. Confirm your password
5. Enter a referral code if applicable
6. Click “create account”. By doing this, you are agreeing to Vencru’s Terms of service and policies. 
7. Verify your email with the verification code sent to your email
8. You’ll be directed to the “set up your business profile” page to finish setting up your account

Check out our video tutorial here 

After signing up for a Vencru account, you have to proceed to set up the account, in order to gain full and personalized access to the software.

1. Fill in all relevant information

2. Click “continue”
3. Select the relevant options on the “what do you want to do today” page

4. Click on “save”
5. Proceed to use your account 

Check out our video tutorial here 

Adding another business account on Vencru

1. On the home page click on the downwards pointing arrow beside your business profile at the top left.

2. Click on Add New Account
3. Fill in all relevant information on  your new business

4. Click on “save”
5. Proceed to use your new business account

You can access all your business accounts on Vencru by clicking on the arrow beside the business profile and selecting the account from the drop-down menu.

A Shopify store can be integrated with Vencru, either through your Vencru account or your Shopify account.

How to Connect Shopify From Your Vencru Account

1. Log in on Vencru
2. Select Settings on the Menubar from the Dashboard
3. Then, click Commerce Settings from the sidebar
4. Click the Connect Now button under Shopify

5. Fill in your Shopify Store URL and click Connect To Shopify

6. Click Install on the authorization page

7. On the Connect Shopify Page, select your preferences and click Save and Continue
8. Then, Click Finish Integration after reviewing your settings.

How to Connect Vencru From Your Shopify Store:

1. Log in to your Shopify Store
2. Click Settings on the menu bar
3. Click Apps and Sales Channels
4. Search for Vencru and Click Install
5. Select the plan that suits your business needs and Approve payment on the Plans page
6. On the Connect Shopify Pages, select your preferences and click Save and Continue

7. Then, Click Finish Integration after reviewing your settings.

How to sync past orders while connecting Shopify to Vencru

1. Select Settings on the Menubar from the Dashboard
2. Then, click Commerce Settings from the sidebar
3. Click the Connect Now button under Shopify

4. Fill in your Shopify Store URL and click Connect To Shopify
5. Click Install on the authorization page
6. On the first Connect Shopify page, click on the date field to select your chosen sync start date and sync settings, then click Save and Continue.

7.  Select your preferences on the next connection pages and click Save and Continue
8. Then, Click Finish Integration after reviewing your settings.

How to sync past orders after connecting Shopify to Vencru

1. Select Settings on the Menubar from the Dashboard
2. Then, click Commerce Settings from the sidebar, and toggle to My Apps
3. Click the Sync Now button under Shopify

4. Select your sync start date and preferred settings on the Reconfigure Shopify Integration page and click Save and Continue

5. Select your preferences on the next pages and click Save and Continue
6. Then, Click Finish Integration after reviewing your settings.

1. Click Reports from the menu bar 
2. Select Advanced Accounting  from the tab.
3. Toggle to Journal Entries
4. Click on Add Entry to record an entry

5. Fill in the relevant information and click Save Entry or Save and Create New

1. Click on the Create new button and select Client on the drop-down menu OR

•  Select contacts from the menu bar and click on Customers
• Click on Add customer

2. Fill in all relevant information. Kindly note that the following information is compulsory: First name, Last name, Email address 

3. Click on Save customer (to return automatically to the customer list) or Save and add new customer (to add new customer but remain on the form)

Check out our video tutorial here 

Editing your customer allows you to update customer information. To do this,

1. Click Customers from the menu bar
2. Click the three dots on the client you want to edit to access the drop-down menu

4. Click edit from the drop-down

5. Update the fields with the relevant information 

6. Click Save changes or Save changes & add a new customer

Delete customer

A customer’s data on Vencru can be deleted from the drop-down menu.

1. Click the three dots on the customer to be deleted to access the drop-down menu
2. Click delete from the drop-down
3. Confirm you want to delete the customer by clicking “delete” on the popup 

Restoring deleted customers allows you to restore a client which you may have deleted in error.

From the drop-down:

1. On the deleted tab, click Restore from the drop-down menu

This allows you to view the client information such as 

• Name
• Company name
• Email address
• Phone number
• Shipping address
• Billing address
• Birthday 
• Client note 

In addition to the above, you can view the sales transaction history. This displays a list of invoices created and sent to the customer, as well as their status e.g., paid, not paid, deposit paid, etc.

To view customer summary:

1. Click view from the dropdown 

2. Here, you would see the following customer data
   1. Summary 
   2. Customer information 

To view customer sales transactions 

1. Switch between the overview and sales option 

Client details can be exported into CSV format. To do this:

1. Select the checkbox(es) on the clients you would like to export, or use the multi-select box. 
2. Click export to download 

1. Click Expenses on the menu bar, and click Expenses from the dropdown
2. Click Add expense
3. Fill in all relevant information. 
4. Click on Save expense or Save and add new expense 

Add expense with Multicurrency

1. Click Expenses on the menu bar, and click Expenses from the drop-down
2. Click Add expense
3. Fill in all relevant information
4. On the Amount field, click on the dropdown, and select the currency of choice

5. You can edit the exchange rate by clicking on edit to input the rate of choice
6. Click on Save expense or Save and add new expense 

Check out our video tutorial here 

Editing your expense allows you to update expense information. To do this,

1. Click edit from the drop-down
2. Update the fields with the relevant information 
3. Click save changes 

Expenses on Vencrucan be deleted from the drop-down menu

1. Click delete
2. Confirm you want to delete expenses by clicking “delete” on the pop-up

Expenses can be exported into CSV format. To do this:

1. Select the checkbox(es) on the expenses you would like to export, or use the multi-select box. 
2. Click export to download 

There are two ways to add a new vendor 

1. Click on the Create new button and select Vendors on the drop-down menu OR

• Click contacts from the menu bar and click on Vendors 
• Click on Add vendor

2. Fill in all relevant information. Kindly note that the following information is compulsory: First name, Last name, and Email address 
3. Click on Save vendor or Save and add new vendor 

Check out our video tutorial here 

Editing your vendor allows you to update vendor information. To do this:

1. Click edit from the drop-down

2. Update the fields with the relevant information 

3. Click save changes

A vendor’s data can be deleted on Vencru from the drop-down

1. Click delete
2. Confirm you want to delete the vendor by clicking “delete” on the pop-up

Restoring deleted vendors allows you to restore a vendor which you may have deleted in error.

From the drop-down

1. On the tab, toggle to deleted
2. Select the dropdown and click Restore

This allows you to view the vendor information and sales transaction history. 

To view customer summary:

1. Click view from the dropdown 
2. Here, you would see the following customer data
   1. Summary
      1. Total purchase value
      2. Total owed
      3. Total open
   2. Vendor information
      1. Name
      2. Email
      3. Phone number
      4. Business address
      5. Warehouse address
      6. Internal notes

To view customer sales transactions 

1. Switch between the overview and bills & transactions

1. Go to the Vencru signup page at https://app.vencru.com/sign-up 

2. Enter your email address and phone number
3. Type in your password
4. Confirm your password
5. Enter a referral code if applicable
6. Click “create account”. By doing this, you are agreeing to Vencru’s Terms of service and policies. 
7. Verify your email with the verification code sent to your email
8. You’ll be directed to the “set up your business profile” page to finish setting up your account

Check out our video tutorial here 

After signing up for a Vencru account, you have to proceed to set up the account, in order to gain full and personalized access to the software.

1. Fill in all relevant information

2. Click “continue”
3. Select the relevant options on the “what do you want to do today” page

4. Click on “save”
5. Proceed to use your account 

Check out our video tutorial here 

Adding another business account on Vencru

1. On the home page click on the downwards pointing arrow beside your business profile at the top left.

2. Click on Add New Account
3. Fill in all relevant information on  your new business

4. Click on “save”
5. Proceed to use your new business account

You can access all your business accounts on Vencru by clicking on the arrow beside the business profile and selecting the account from the drop-down menu.

Managing your clients on Vencru makes it easy for you to maximize your client’s relationships, and grow sales. You can generate a client’s statement which allows you to share key insights with your customers, e.g., outstanding balances, outstanding balance, invoices and payments history, as well as available credits. 

In addition, you can track unpaid customers(debtors) from the sales transaction list, as well as gain insight into their purchase history, and favorite purchases. 

With the client management system on Vencru, you can keep detailed notes about your customers such as, specific requests, most purchased items, likes and dislikes, etc.

Check out our video tutorial here 

1. Click on the Create new button and select Client on the drop-down menu OR

•  Select contacts from the menu bar and click on Customers
• Click on Add customer

2. Fill in all relevant information. Kindly note that the following information is compulsory: First name, Last name, Email address 

3. Click on Save customer (to return automatically to the customer list) or Save and add new customer (to add new customer but remain on the form)

Check out our video tutorial here 

Editing your customer allows you to update customer information. To do this,

1. Click Customers from the menu bar
2. Click the three dots on the client you want to edit to access the drop-down menu

4. Click edit from the drop-down

5. Update the fields with the relevant information 

6. Click Save changes or Save changes & add a new customer

Delete customer

A customer’s data on Vencru can be deleted from the drop-down menu.

1. Click the three dots on the customer to be deleted to access the drop-down menu
2. Click delete from the drop-down
3. Confirm you want to delete the customer by clicking “delete” on the popup 

Restoring deleted customers allows you to restore a client which you may have deleted in error.

From the drop-down:

1. On the deleted tab, click Restore from the drop-down menu

This allows you to view the client information such as 

• Name
• Company name
• Email address
• Phone number
• Shipping address
• Billing address
• Birthday 
• Client note 

In addition to the above, you can view the sales transaction history. This displays a list of invoices created and sent to the customer, as well as their status e.g., paid, not paid, deposit paid, etc.

To view customer summary:

1. Click view from the dropdown 

2. Here, you would see the following customer data
   1. Summary 
   2. Customer information 

To view customer sales transactions 

1. Switch between the overview and sales option 

Client details can be exported into CSV format. To do this:

1. Select the checkbox(es) on the clients you would like to export, or use the multi-select box. 
2. Click export to download 

The expense feature on Vencru allows you to track and categorize all business expenses. With this, you can easily see where you are spending the most money and take steps to make necessary adjustments.

1. Click Expenses on the menu bar, and click Expenses from the dropdown
2. Click Add expense
3. Fill in all relevant information. 
4. Click on Save expense or Save and add new expense 

Add expense with Multicurrency

1. Click Expenses on the menu bar, and click Expenses from the drop-down
2. Click Add expense
3. Fill in all relevant information
4. On the Amount field, click on the dropdown, and select the currency of choice

5. You can edit the exchange rate by clicking on edit to input the rate of choice
6. Click on Save expense or Save and add new expense 

Check out our video tutorial here 

Editing your expense allows you to update expense information. To do this,

1. Click edit from the drop-down
2. Update the fields with the relevant information 
3. Click save changes 

Expenses on Vencrucan be deleted from the drop-down menu

1. Click delete
2. Confirm you want to delete expenses by clicking “delete” on the pop-up

Expenses can be exported into CSV format. To do this:

1. Select the checkbox(es) on the expenses you would like to export, or use the multi-select box. 
2. Click export to download 

Managing your vendors on Vencru allows you to get the best out of Vencru’s Purchase Order and Billing feature, get better-informed insights into your vendor, as well as understand the purchase value of each inventory.

There are two ways to add a new vendor 

1. Click on the Create new button and select Vendors on the drop-down menu OR

• Click contacts from the menu bar and click on Vendors 
• Click on Add vendor

2. Fill in all relevant information. Kindly note that the following information is compulsory: First name, Last name, and Email address 
3. Click on Save vendor or Save and add new vendor 

Check out our video tutorial here 

Editing your vendor allows you to update vendor information. To do this:

1. Click edit from the drop-down

2. Update the fields with the relevant information 

3. Click save changes

A vendor’s data can be deleted on Vencru from the drop-down

1. Click delete
2. Confirm you want to delete the vendor by clicking “delete” on the pop-up

Restoring deleted vendors allows you to restore a vendor which you may have deleted in error.

From the drop-down

1. On the tab, toggle to deleted
2. Select the dropdown and click Restore

This allows you to view the vendor information and sales transaction history. 

To view customer summary:

1. Click view from the dropdown 
2. Here, you would see the following customer data
   1. Summary
      1. Total purchase value
      2. Total owed
      3. Total open
   2. Vendor information
      1. Name
      2. Email
      3. Phone number
      4. Business address
      5. Warehouse address
      6. Internal notes

To view customer sales transactions 

1. Switch between the overview and bills & transactions

Recording your income and expenses gives you a complete view of what your business profit is. You can record a vendor bill for an initial purchase order raised, or create one directly. 

Here’s how to record bills and enter payments on Vencru.

1. Click on the Create new button and select  Bills on the drop-down menu OR

• Click on Expenses from the menu bar and select Bills in the dropdown
• Select Add new bill

2. Select a vendor from the vendor dropdown
3. Enter the Order number, Shipping address, and Warehouse address (optional)
4. Select Add new line to enter the product, quantity, and tax (if applicable)
5. Select Add shipping fee to include the cost of shipping

6. If you want to add additional notes or instructions, fill in the Notes section
7. When you’re done, select Save order or Save and send (to send the bill directly to the vendor)

Create a bill with Multi-Currency on Vencru

With Vencru, you can create and send bills in different currencies. This is very useful to your business, especially when you buy from vendors across the globe. To create a bill with multicurrency: 

1. Click on Expenses from the menu bar and select Bills in the dropdown
2. Click Add new bill
3. Select a vendor from the vendor dropdown
4. Enter the Order number, Shipping address, and Warehouse address (optional)
5. Click Add new line to enter the product, quantity, and tax (if applicable)
6. On the Amount field, click on the dropdown, and select the currency of choice

7. You can edit the exchange rate by clicking on edit to input the rate of choice
8. Click Add shipping fee to include the cost of shipping
9. If you want to add additional notes or instructions, fill in the Notes section
10. When you’re done, click Save order or Save and send (to send the bill directly to the vendor)

Creating Vendor Bills from Inventory

1. Check the box of items you want to add to your Vendor Bill. You can check multiple items on different pages

2. On the tab at the bottom, click Create
3. Select Vendor Bill from the popup
4. Click Create

5. Fill in the required details on the Create Vendor Bill page

• The item quantity can be edited on the create page

6. When you’re done, click Save order or Save and send (to send the bill directly to the vendor)

Check out our video tutorial here 

After payment has been made to your vendor for a bill, you need to record the amount paid. To do this:

1. Choose the bill you want to record payment for from the bill list and select View from the dropdown.
2. Click the More action button and select Record payment

3. Fill in the relevant details and select Add payment. Please note that you can record a deposit or full payment.

You can send a bill to your vendor in two ways.

Save and send option on the add new bill

1. Click on Expenses from the menu bar, and select Bills on the drop-down
2. Click Add new bill
3. Select a vendor from the vendor dropdown
4. Enter the Order date, Order number, Shipping address, and Warehouse address (optional)
5. Click Add new line to enter the product, quantity, and tax (if applicable)
6. Click Add shipping fee to include the cost of shipping
7. If you want to add additional notes or instructions, fill in the Notes section
8. You can also attach a product image by clicking browse file
9. When you’re done Save and send 
10. Fill in the Send email form with the relevant information. Note that you can cc/bcc other email addresses

11. When you’re done, click Send email to send the bill to the email address(es)

From the view bill page

1. On the view page, click the More actions dropdown

2. Click send by email
3. Fill in the Send email form with the relevant information. Note that you can cc/bcc other email addresses
4. When you’re done, click Send email to send the bill to the email address(es)

Editing a bill on Vencru is easy. You can always go back to update the details of an already-created bill. To do this:

1. On the list of bills, find and select the bill you want to edit

2. Click edit from the drop-down
3. Update the bill with the relevant information 
4. Click Save changes or Save changes and send

A vendor bill on Vencru can be deleted from the drop-down

1. Click delete

2. Confirm you want to delete the vendor bill by clicking “delete” on the pop-up

Details of the bill can be downloaded into CSV format. To do this:

1. Select the checkbox(es) on the bill you want to download, or use the multi-select box. 

2. Click export to download 

Purchase orders are created to let your vendor know about your intent to buy products. You can create and email POs directly to vendors when you want to buy.

The Purchase order feature allows you to enter the specific items you want to buy and the quantity. Your supplier accepts the PO, and agrees to the terms, after which you can raise a bill for payment. To create a Purchase Order:

1. Click on the Create new button and select  Purchase order on the drop-down menu OR

• Click on Expenses from the menu bar, and select Purchase order on the dropdown
• Click Add new Purchase order

2. Select a vendor from the vendor dropdown
3. Enter the Order date, Shipping address, and Warehouse address (optional)
4. Click Add new line to enter the product, quantity, and tax (if applicable)
5. Click Add shipping fee to include the cost of shipping
6. If you want to add additional notes or instructions, fill in the Notes section
7. You can also attach a product image by selecting browse file
8. When you’re done, click Save order or Save and send (to send PO directly to the vendor)

Create a PO with Multicurrency

1. Click on Expenses from the menu bar, and select Purchase Order in dropdown
2. Click Add new Purchase order
3. Select a vendor from the vendor dropdown
4. Enter the Order date, Shipping address, and Warehouse address (optional)
5. Click Add new line to enter the product, quantity, and tax (if applicable)
6. On the Amount field, click on the dropdown, and select the currency of choice

7. You can edit the exchange rate by clicking on edit to input the rate of choice
8. Click Add shipping fee to include the cost of shipping
9. If you want to add additional notes or instructions, fill in the Notes section
10. When you’re done, click Save order or Save and send (to send PO directly to the vendor)

Creating Purchases Orders from Inventory

1. Check the box of items you want to add to your purchase order. You can check multiple items on different pages

2. On the tab at the bottom, click Create
3. Select Purchase Order from the popup
4. Click Create

5. Fill in the required details on the Create Purchase Order page

• The item quantity can be edited on the Create page

6. Click Save order or Save and send

Check out our video tutorial here 

You can send a bill to your vendor in two ways.

Save and send option on the add new purchase order

1. Click on Expenses from the menu bar, and select Purchase order on the tab
2. Click Add new purchase order
3. Select a vendor from the vendor dropdown
4. Enter the Order date, Shipping address, and Warehouse address (optional)
5. Click Add new line to enter the product, quantity, and tax (if applicable)
6. Click Add shipping fee to include the cost of shipping
7. If you want to add additional notes or instructions, fill in the Notes section
8. When you’re done, click Save and send 
9. Fill in the Send email form with the relevant information. Note that you can cc/bcc other email addresses

11. When you’re done, click Send email to send the PO to the email address(es)

From the view purchase order

1. On the view page, select the More actions dropdown

2. Click send by email
3. Fill in the Send email form with the relevant information. Note that you can cc/bcc other email addresses
4. When you’re done, click Send email to send the PO to the email address(es)

Editing a Purchase order on Vencru is easy. You can always go back to update the details of an already-created PO. To do this:

1. On the list of POs created, find and select the PO you want to view

2. Click edit from the drop-down
3. Update the PO with the relevant information 

4. Click Save changes or Save changes and send

Vencru allows you to convert each PO created and/or sent to a vendor directly into a bill. 

1. On the list of created POs, find and select the PO you want to convert to a bill.
2. Click View from the dropdown
3. Click the More action drop-down and select Create Bill

4. The PO is converted to a Bill.

If you wish, you can make adjustments to the details of the Bill. To do that:

1. Click on Edit Bill at the top

2. Update the bill with the relevant information 
3. Click Save changes or Save changes and send

A PO can be deleted from the drop-down.

1. Click the three dots on the PO to be deleted to access the drop-down menu.
2. Click Delete on the drop-down

2. Confirm you want to delete PO by clicking Delete on the pop-up

Details of the PO can be downloaded into CSV format. To do this:

1. Select the checkbox(es) on the PO you would like to download or use the multi-select box. 

2. Click export to download 

1. Click on the Create new button and select  Inventory on the drop-down menu OR

• Click Inventory from the menu bar
• Click on Add new item

2. Click on Import item
3. Click download a sample file here to get the template document
4. Click on the upload button or browse the file button to upload a document containing the inventory list.

5. Click on the next
6. Match fields from the imported file to fixed fields

7. Click on Import
8. Click on Go to import list or Download error list if required

Check out our video tutorial here 

How to add new items manually 

Add product

1. Click on Add new item
2. Click Add item manually 
3. Toggle on the product tab
4. Fill in the required information 

5. Click Save product or Save and add product 

Add service 

1. Click on Add new item
2. Click Add item manually 
3. Toggle on the service tab
4. Fill in the required information 

5. Click Save service Save and add service

Check out our video tutorial here 

Vencru allows you to edit created items. Here’s how to do so:

1. Click the dropdown on the item to edit 

2. Click edit 
3. Update the details

4. Click Save product 

Vencru allows you to update your inventory stock level. Any changes made in the stock is reflected across the inventory module and reports. Here is how to update stock:

1. On the list of inventory created, find and select the product you want to view
2. Click View from the dropdown
3. Click Update stock 
4. Select the adjustment date 
5. Toggle between reduce stock or increase stock if you want to increase or decrease the quantity of stock
6. Add the quantity you would like to increase or decrease the current stock by
7. Click Save 

Running stock analysis on Vencru helps you get a better understanding of stock counts. This leads to a lower chance of experiencing product stockouts or having too much capital tied to your business.

Here’s how to run a stock analysis:

1. Click Run stock analysis on the Inventory page
2. Click on any of the options
   • Show all stock – to see a list of all stock 
   • Show items less than a certain quantity 
   • Show items with a certain expiry date
3. Click Run query

Check out our video tutorial here 

A Product or service can be deleted on Vencru from drop-down

1. Select delete

2. Confirm you want to delete an item by clicking “delete” on the pop-up

Items can be downloaded into CSV format. To do this:

1. Select the checkbox(es) on the item you would like to download or use the multi-select box. 

2. Click export to download 

On Vencru, the total value and profit margin of your inventory are calculated. You can view your inventory valuation in two ways:

From inventory:

1. Click Inventory from the menu bar
2. Click on Inventory Valuation 

3. Your inventory valuation is displayed.

From reports:

1. Click Reports from the menu bar and select Reports from the vertical tab.

2. Click on Inventory reports from the horizontal tab 
3. Select Inventory Valuation 

4. The Inventory Valuation is displayed.

1. Click on the Create new button and select  Invoice on the drop-down menu OR

• From the Home screen or Menu bar, click Sales 
• Click Create new, and click New invoice from the dropdown

2. (Optional)Click on Add client and select the client to bill
3. To add a shipping address, click Add shipping address
4. Click Add item to select the items to be added to the invoice. Note that you can:
   1. Edit the price 
   2. Increase the quantity 
   3. Add individual tax 

5. (Optional) Click Add Discount if you want to apply a discount to the invoice. Discount can be added as a percentage (which is auto-calculated) or as a flat amount 
6. (Optional) Click Add shipping fee to apply a shipping amount to the invoice. 
7. Note that you can edit the default Issue date and due date. 
8. You can include invoice notes by clicking Add note 
9. To add a payment method to the invoice, toggle on any of the Payment method options 

10. Select Send via to send the invoice directly via WhatsApp or Email, or Save as to save as an invoice or draft 

Creating Invoice from Inventory List

1. Check the box of items you want to add to your invoice. You can check multiple items on different pages

2. On the tab at the bottom, click Create
3. Select invoice from the popup
4. Click Create

5. Fill in the required details on the Invoice

• The item quantity can be edited on the Create page

6. Select Send via to send the invoice directly via WhatsApp or Email, or Save as to save as an invoice or draft.

Check out our video tutorial here 

With Vencru, you can create and send invoices in different currencies. This is very useful to your business, especially when you send it to customers across the globe. To create an invoice with multi-currency: 

1. From the Home screen or Menu bar, click Sales 
2. Click Create new, and click New invoice from the dropdown
3. Click on Add client and select the client to bill
4. To add a shipping address, click Add shipping address
5. Click on the currency dropdown to select the currency of choice. 

6. You can edit the exchange rate by clicking the edit button and inputting the rate 
7. Click Add item to select the items to be added to the invoice. Note that you can:
   1. Edit the price 
   2. Increase the quantity 
   3. Add individual tax 
8. (Optional) Click Add discount if you want to apply a discount to the invoice. Discount can be added as a percentage (which is auto-calculated) or as a flat amount 
9. (Optional) Click Add shipping fee to apply a shipping amount to the invoice. 
10. Note that you can edit the default Issue date and due date. 
11. You can include invoice notes by clicking Add note 
12. To add a payment method to the invoice, toggle on any of the Payment method options 

Select Send via to send the invoice directly via WhatsApp or Email, or Save as to save as an invoice or draft

1. Click on the Create new button and select  Receipt on the drop-down menu OR

• From the Home screen or Menu bar, click Sales 
• Click Create new, and click New receipt from the dropdown

2. Click on Add client and select the client to bill
3. To add a shipping address, click Add shipping address
4. Click Add item to select the items to be added to the receipt. Note that you can:
   1. Edit the price 
   2. Increase the quantity 
   3. Add individual tax 
5. (Optional) Click Add discount if you want to apply a discount to the receipt. Discount can be added as a percentage (which is auto-calculated) or as a flat amount 
6. (Optional) Click Add shipping fee to apply a shipping amount to the receipt. 

9. Note that you can edit the default Issue date 
10. You can include notes by clicking Add note 
11. To add a payment method to the receipt, select the dropdown on Payment method 
12. Select Send via to send the receipt directly via WhatsApp or Email, or Save to save it as a receipt

Creating Receipt from Inventory List

1. Check the box of items you want to add to your receipt. You can check multiple items on different pages

2. On the tab at the bottom, click Create New
3. Select Receipt from the popup
4. Click Create

5. Fill in the required details on the Create Receipt page

• The item quantity can be edited on the Create page

6. Select Send via to send the receipt directly via WhatsApp or Email, or Save to save it as a receipt.

Check out our video tutorial here

Create a receipt with multicurrency

1. Click on the Create new button and select  Receipt on the drop-down menu OR

• From the Home screen or Menu bar, click Sales 
• Click Create new, and click New receipt from the dropdown

2. Click on Add client and select the client to bill
3. To add a shipping address, click Add shipping address
4. Click Add item to select the items to be added to the receipt. Note that you can:
   1. Edit the price 
   2. Increase the quantity 
   3. Add individual tax 
5. (Optional) Click Add discount if you want to apply a discount to the receipt. Discount can be added as a percentage (which is auto-calculated) or as a flat amount 
6. (Optional) Click Add shipping fee to apply a shipping amount to the receipt. 
7. Click on the currency dropdown to select the currency of choice. 
8. You can edit the exchange rate by clicking the edit button and inputting the rate

8. Note that you can edit the default Issue date 
9. You can include notes by clicking Add note 
10. To add a payment method to the receipt, select the dropdown on Payment method 
11. Select Send via to send the receipt directly via WhatsApp or Email, or Save as to save as a receipt or draft 

In Vencru, income (payment received) is tracked when an invoice is marked as Paid or Deposit paid. You can record payment received manually, whether full or partial. There are two ways to record payment on Vencru.

From dropdown

1. Click Sales on the menu bar
2. Select the invoice you want to record payment for from the sales transaction list
3. On the dropdown, click Record payment

4. Fill in the relevant details and select Add payment. Please note that you can record a deposit or full payment.

From the view invoice page

1. Click Sales on the menu bar
2. Choose the invoice you want to record payment for from the sales transaction list
3. Click View from the dropdown.
4. Click the More action drop and select Record payment 

5. Fill in the relevant details and select Add payment. Please note that you can record a deposit or full payment.

Check out our video tutorial here 

Editing an invoice on Vencru is easy. You can always go back to update the details of an already-created invoice. To do this:

1. Click Sales on the menu bar
2. Select the invoice you want to edit
3. Click edit from the drop-down

4. Update the invoice with the relevant information 
5. Click Save changes or Save changes and send

The shipping status of an invoice can be updated at several points. This helps both you and your customer track the movement and delivery of goods.

1. Click Sales on the menu bar
2. Select the invoice or receipt you want to update the shipping status 
3. Click View 
4. Click the More action drop and select Add delivery status

5. On the modal, select the preferred status by clicking Shipped or delivered

6. Input the tracking number, if any
7. When all is done, click Update status

Vencru makes it possible to share invoices or receipts on any platform. All you need to do is copy the invoice link and paste it or send them directly via Twitter, WhatsApp, or FaceBook. Your customers can view the invoice or receipt online. To do this: 

1. Click Sales on the menu bar
2. Select the invoice or receipt you want to get the link for
3. Click View 
4. Click the More action drop and select Share via link
5. Copy the link and paste or share directly via any of the platforms

You can download the invoice or receipt as a PDF document for offline use. To download as PDF:

1. Click Sales on the menu bar
2. Select the invoice or receipt you want to download 
3. Click View 
4. Click the More action drop and select Download as PDF

5. Proceed to save 

Vencru gives you insights into your business progress and health through its robust accounting reports.

The Sales by Client report shows a summary of the total income generated from each client and the total income they have paid. This report gives you an idea of how much has been generated within a time period, how much of that income has been paid and by who. To view the sales by client report:

1. Click Reports from the menu bar and select Reports from the vertical tab.
2. Select Sales by Client Report

3. The sales by client report is displayed.

• Note that you can edit the date period on which you want a report by clicking on the arrow in the Date period box
• Click on Run Report to get your report for the selected period.

4. You can export the report as a PDF or CSV by clicking the Export button and selecting which of the two formats you want. 
5. Click Export to download your file.

The Sales by Product report summarises the total income generated from each product and the total amount sold. This report gives you an idea of how much has been generated from a specific product within a time period and the amount sold. To view the sales by product report;

1. Click Reports from the menu bar and select Reports from the vertical tab.
2. Select Sales by Product Report
3. The sales by product report is displayed 

• Note that you can edit the date period on which you want a report by clicking on the arrow in the Date period box
• Click on Run Report to get your report for the selected period.

4. You can export the report as a PDF or CSV by clicking the Export button and selecting which of the two formats you want. 
5. Click Export to download your file.

The Sales by Employee report shows each employee’s total income and its percentage of your company’s total income. This report gives you an idea of the value of the sales made by each employee within a time period and its percentage of your company’s income. To view the sales by employee report;

1. Click Reports from the menu bar and select Reports from the vertical tab.
2. Select Sales by Employee Report
3. The sales by employee report is displayed 

• Note that you can edit the date period you want a report by clicking on the arrow in the Date period box
• Click on Run Report to get your report for the selected period.

4. You can export the report as a PDF or CSV by clicking the Export button and selecting which of the two formats you want. 
5. Click Export to download your file.

The Sales Tax report shows a breakdown of your sales tax returns, taking into account your input and output taxes as well as contributing transactions. To view the sales.  To view the sales tax report;

1. Click Reports from the menu bar and select Reports from the vertical tab.
2. Select Sales Tax Report
3. The sales tax report is displayed 

• Note that you can edit the date period you want a report by clicking on the arrow in the Date period box
• Click on Run Report to get your report for the selected period.

4. You can export the report as a PDF or CSV by clicking the Export button and selecting which of the two formats you want. 
5. Click Export to download your file.

The Customers Aging Report, also known as Debtors Report, shows a summary of the amount owed to a company divided into various aging categories based on the number of days since the respective invoices were raised. To view the customer aging report;

1. Click Reports from the menu bar and select Reports from the vertical tab.
2. Select Customer Aging  Report
3. The customer aging report is displayed 

• Note that you can edit the date period you want a report by clicking on the arrow in the Date period box
• Click on Run Report to get your report for the selected period.

4. You can export the report as a PDF or CSV by clicking the Export button and selecting which of the two formats you want. 
5. Click Export to download your file.

The Purchases by Vendor Report shows the company’s purchase transactions with each vendor. It shows the total value of purchase transactions made by your company with individual vendors and the amount paid within a period. To view the purchases by vendor report;

1. Click Reports from the menu bar and select Reports from the vertical tab.
2. Select Inventory Reports from the horizontal tab
3. Select Purchases by Vendor Report
4. The purchases by vendor report is displayed 

• Note that you can edit the date period you want a report by clicking on the arrow in the Date period box
• Click on Run Report to get your report for the selected period.

5. You can export the report as a PDF or CSV by clicking the Export button and selecting which of the two formats you want. 
6. Click Export to download your file.

The Vendors Aging Report shows a summary of the amount owed to vendors by a company divided into various aging categories based on the number of days since the respective bills were raised. To view the vendors aging report;

1. Click Reports from the menu bar and select Reports from the vertical tab.
2. Select Inventory Reports from the horizontal tab
3. Select Vendors Aging Report
4. The vendor aging report is displayed 

• Note that you can edit the date period you want a report by clicking on the arrow in the Date period box.
• Click on Run Report to get your report for the selected period.

5. You can export the report as a PDF or CSV by clicking the Export button and selecting which of the two formats you want. 
6. Click Export to download your file.

The Client Statement of Account shows a detailed breakdown of the financial transactions between your business and specific clients. It shows the date and invoice number of transactions with the client, the value of each transaction, the credits or discounts given, the amount paid by the client on each transaction and the outstanding balance. It shows the total amount owed by a specific client within a period. To view a client’s statement of account;

1. Click Reports from the menu bar and select Reports from the vertical tab.
2. Select Client Reports from the horizontal tab
3. Select Client Statement Of Account
4. Select or type in the name of the client you want to run a report on.
5. Click on Run Report
6. The statement of account for your specified client is displayed.

• Note that you can edit the date period you want a report by clicking on the arrow in the Date period box
• Click on Run Report to get your report for the selected period. 

7. You can export the report as a PDF or CSV by clicking the Export button and selecting which of the two formats you want. 
8. Click Export to download your file.

Check out our video tutorial here 

The Expense Analysis report shows all business-related expenses incurred by your company. It shows the total expenses made by your business under various categories during a period. To view the expense analysis report;

1. Click Reports from the menu bar and select Reports from the vertical tab.
2. Select Other Reports from the horizontal tab
3. Select Expense Analysis
4. The expense analysis report is displayed.

• Note that you can edit the date period you want a report by clicking on the arrow in the Date period box
• Click on Run Report to get your report for the selected period. 

5. You can export the report as a PDF or CSV by clicking the Export button and selecting which of the two formats you want. 
6. Click Export to download your file.

With the Audit Trail report, you can view all the activities of your team members on your account. The Audit Trail report shows a time-stamped record of every action taken in your Vencru account and by who. To view the audit trail report;

1. Click Reports from the menu bar and select Reports from the vertical tab.
2. Select Other Reports from the horizontal tab
3. Select Audit Trail
4. The audit trail report is displayed

5. You can export the report as a PDF or CSV by clicking the Export button and selecting which of the two formats you want. 
6. Click Export to download your file.

On the homepage, a summary of your company’s total sales, expenses and profit are displayed. 

Note:  The period calculated can be edited by clicking on the arrow in the Date period box above the summary.

Viewing Business Overview

1. Click Reports from the menu bar and select Business Overview from the tab.

On the page, you can view your company’s:

• Total Profit
• Trends
• Sales Details 
• Sales Breakdown

Note:  The period calculated can be edited by clicking on the arrow in the Date period box above each summary.

Your Trends overview shows a graphical representation of the growth of your company’s:

• Revenue and 
• Expenses 

You can toggle between Revenue and Expenses to view their trends.

If you have a budget created, by turning on Compare with Goal, your projected expenses or revenue are displayed side by side with your actual revenue or goal.

The Sales Breakdown Overview shows the value of:

• Unpaid transactions
• Total sales 

Toggle between both to get more insights on your company’s cashflow.

• Unpaid shows the value of Overdue and Due transactions.
• Total sales shows the value of Paid and Unpaid transactions.

A quick summary with key insights on your sales transactions growth is given under Making Progress.

Create a sales or revenue budget

1. Click Reports from the menu bar 
2. Select Budget Planning from the tab.
3. Choose Revenue and click on Create New Revenue Budget

4. Fill in your budget for each month and click on Create 

5. Your budget is created.

• Note that you can edit the year you would like to create a budget for by clicking the calendar icon. 

Create an expense budget

1. Click Reports from the menu bar 
2. Select Budget Planning from the tab.
3. Choose Expense and click on Create New Expense Budget

4. Fill in your budget for each month and click on Create 

5. Your budget is created.

• Note that you can edit the year you would like to create a budget for by clicking the calendar icon. 

1. Click Reports from the menu bar 
2. Select Budget Planning from the tab.
3. Choose between Revenue and Expense budgets then, click More Options

4. Select Reforecast 
5. Fill in the new budget details and click Reforecast

6. Your budget is reforecasted.

1. Click Reports from the menu bar 
2. Select Advanced Accounting  from the tab.
3. Toggle to Journal Entries
4. Your journal entries are displayed.

• Note that you can edit the date period you want a report by clicking on the arrow in the Date period box
• Click on Run Report to get your report for the selected period. 

5. You can export the report as a PDF or CSV by clicking the Export button and selecting which of the two formats you want. 
6. Click Export to download your file.

1. Click Reports from the menu bar 
2. Select Advanced Accounting  from the tab.
3. Toggle to Journal Entries
4. Click on Add Entry to record an entry

5. Fill in the relevant information and click Save Entry or Save and Create New

1. Click Reports from the menu bar 
2. Select Advanced Accounting  from the tab.
3. By toggling under Charts of Accounts, you can add and run reports on accounts under:

• Assets
• Liabilities
• Income
• Expenses
• Equity

1. Click on Sales from the Menu bar 
2. Select Quotes from the tab
3. Click on Create quote

4. Click on Add client and select the client
5. To add a shipping address, click Add shipping address
6. Click Add item to select the items to be added to the quote. Note that you can:
   1. Edit the price 
   2. Increase the quantity 
   3. Add individual tax 
7. (Optional) Click Add discount if you want to apply a discount to the quote. Discount can be added as a percentage (which is auto-calculated) or as a flat amount 
8.  (Optional) Click Add shipping fee to apply a shipping amount to the quote. 
9. Note that you can edit the default Issue date 
10. You can include notes by clicking Add note
11. Select Send via to send the quote directly via WhatsApp or Email, or Save 

Create a quote with multicurrency

1. Click on Sales from the Menu bar 
2. Select Quotes from the tab
3. Click on Create quote

4. Click on Add client and select the client
5. To add a shipping address, click Add shipping address
6. Click Add item to select the items to be added to the quote. Note that you can:
   1. Edit the price 
   2. Increase the quantity 
   3. Add individual tax 
7. (Optional) Click Add discount if you want to apply a discount to the quote. Discount can be added as a percentage (which is auto-calculated) or as a flat amount 
8.  (Optional) Click Add shipping fee to apply a shipping amount to the quote. 
9. Click on the currency dropdown to select the currency of choice. 
10. You can edit the exchange rate by clicking the edit button and inputting the rate

11. Note that you can edit the default Issue date 
12. You can include notes by clicking Add note
13. Select Send via to send the quote directly via WhatsApp or Email, or Save 

Creating Quotes from Inventory List

1. Check the box of items you want to add to your Quote. You can check multiple items on different pages

2. On the tab at the bottom, click Create
3. Select Quote from the popup
4. Click Create

5. Fill in the required details on the Create Quote page

• The item quantity can be edited on the Create page

6. Select Send via to send the quote directly via WhatsApp or Email, or Save

Editing a Quote on Vencru is easy. You can always go back to update the details of an already-created Quote if it has not been converted to an invoice or receipt. To do this:

1. On the list of Quotes created, find and select the Quote you want to edit

2. Click view/edit quote from the drop-down
3. Update the Quote with the relevant information 
4. Click Save changes or Save changes and send

1. On the list of Quotes created, find and select the Quote you want to delete
2. Click view/edit quote from the dropdown
3. Select the Actions button

4. Click  Delete 
5. Confirm you want to delete the quote by clicking Delete on the popup

1. On the list of created quotes, find and select the quote you want to convert to an invoice or receipt.
2. Click View from the dropdown
3. Click the Actions button
4. From the dropdown, select Convert to Invoice or Convert to Receipt

5. The quote is converted to an invoice/ receipt depending on your choice.

For Invoices, you can make adjustments to the details after conversion. To do that:

1. Click on Edit Invoice at the top

2. Update the invoice with the relevant information 
3. Click Save changes or Save changes and send

This is where you update your profile information (e.g., Name and email address). To complete or update personal settings:

1. Click on Settings on the menu bar
2. Click on General settings 
3. Update the necessary information
4. Click on Save changes

To change your email address:

1. Click on Settings on the menu bar
2. Click on General settings 
3. Click on Change email address
4. Enter the new email address

5. Confirm existing password
6. Click on Save email
7. Click on Save changes 

To access the business settings:

1. Click on Settings on the menu bar
2. Click on General settings 
3. Toggle to business information
4. Update the relevant details 
5. Click on Save changes 

To access the accounting settings:

1. Click on Settings on the menu bar
2. Click on Accounting settings 
3. Update the relevant details 
4. Click on Save changes 

At Vencru, we aim to provide a seamless experience in managing your business finances. However, if you decide that you no longer wish to use your Vencru account, we understand, and we’re here to assist you with the account deletion process. Please follow these steps to delete your Vencru account:

Important Note: Deleting your Vencru account is a permanent action. Once deleted, all your data, including invoices, expenses, and reports, will be irrecoverable. Make sure to back up any important information before proceeding.

Step 1: Log In to Your Vencru Account

Begin by logging in to the Vencru account that you want to delete. You’ll need access to the email address associated with your Vencru account for verification purposes.

Step 2: Contact Vencru Support

You’ll need to contact our support team to request the deletion of your Vencru account. You can reach out to us through the following methods:

• Email: Send an email to hello@vencru.com with the subject line “Account Deletion Request.”
• Contact Form: Use the contact form to submit your account deletion request. Be sure to include your account details and the reason for deletion.

Step 3: Account Verification

For security reasons, our support team will need to verify your identity and ownership of the account. You may be asked to provide specific details or answer security questions to confirm your request.

Step 4: Confirmation of Deletion Request

Once your request has been verified, our support team will confirm your account deletion request with you. They will provide additional information regarding the process and any remaining steps.

Step 5: Data Backup (Optional)

Before your account is deleted, we recommend backing up any important data or documents that you may need for your records. This includes invoices, expense reports, or any other business-related information that you wish to retain.

Step 6: Account Deletion

Upon your confirmation, and after ensuring that you have backed up any necessary data, our support team will proceed with the account deletion process. Your Vencru account and all associated data will be permanently removed from our system.

Step 7: Confirmation of Deletion

You will receive a final confirmation from our support team once your account has been successfully deleted. At this point, you will no longer have access to your Vencru account.

Important Reminders:

• Deleting your Vencru account is irreversible, and all data associated with the account will be permanently deleted.
• Any paid subscriptions or outstanding invoices should be settled before initiating the account deletion process.
• If you wish to use Vencru again in the future, you will need to create a new account and start from scratch.

We’re here to assist you throughout this process. If you have any questions or encounter any issues while deleting your Vencru account, please don’t hesitate to contact our support team for further assistance.

Thank you for using Vencru, and we appreciate your trust in our platform.

How to Delete Specific Data in Vencru Without Deleting Your Account

In Vencru, we understand that business needs can change, and you may need to remove specific data without deleting your entire account. Whether you want to clean up your records, remove outdated information, or simply make some corrections, our platform provides an easy way to delete individual data entries. Here’s how you can do it in various sections of Vencru:

Deleting Clients:

1. Log in to your Vencru account.
2. Navigate to the “Clients” section.
3. Find the client entry you want to delete.
4. Click on the client’s name to open their profile.
5. In the client’s profile, locate the “Delete” or “Remove” button. This button is usually located at the bottom of the profile page.
6. Confirm the deletion when prompted.

Deleting Vendors:

1. Log in to your Vencru account.
2. Go to the “Vendors” section.
3. Find the vendor entry you want to delete.
4. Click on the vendor’s name to open their profile.
5. Look for the “Delete” or “Remove” button at the bottom of the vendor’s profile.
6. Confirm the deletion.

Deleting Invoices:

1. Log in to your Vencru account.
2. Visit the “Invoicing” section.
3. Find the invoice you wish to delete.
4. Open the invoice by clicking on it.
5. Within the invoice view, find the “Delete” or “Remove” option.
6. Confirm the deletion.

Deleting Purchase Orders:

1. Log in to your Vencru account.
2. Go to the “Purchase Order” section.
3. Locate the purchase order you want to delete.
4. Click on the purchase order to open it.
5. Find the “Delete” or “Remove” option within the purchase order view.
6. Confirm the deletion.

Deleting Billing Records:

1. Log in to your Vencru account.
2. Access the “Billing” section.
3. Locate the billing record you wish to delete.
4. Click on the billing record to open it.
5. Look for the “Delete” or “Remove” option within the billing record view.
6. Confirm the deletion.

Deleting Expenses:

1. Log in to your Vencru account.
2. Visit the “Expenses” section.
3. Find the expense entry you want to delete.
4. Click on the expense to open it.
5. Locate the “Delete” or “Remove” option within the expense details.
6. Confirm the deletion.

Deleting Inventory Items:

1. Log in to your Vencru account.
2. Access the “Inventory” section.
3. Locate the inventory item you want to delete.
4. Click on the item to open its details.
5. Find the “Delete” or “Remove” option within the item details.
6. Confirm the deletion.

Important Notes:

• Deleting specific data entries in Vencru is permanent, and the deleted data cannot be recovered.
• Exercise caution when deleting data to avoid unintentional removal of important records.
• If you have any concerns about data deletion or need assistance, don’t hesitate to contact our support team for guidance.

We hope this guide helps you manage your Vencru data effectively. If you have any questions or need further assistance, please contact our support team for prompt help.

Enable Multi Currency 

1. Click on Settings on the menu bar
2. Click on Payment settings 
3. On the payment settings tabs, click on Currency & Taxes
4. To enable the multicurrency feature, toggle the multicurrency button. Please note that once the multicurrency is allowed, it cannot be disabled.

1. Click on Settings on the menu bar
2. Click on Payment settings 
3. On the payment settings tabs, click on Currency & Taxes

4. Click on Add tax to add new tax 
5. Fill in the tax name and rate

6. Click Save tax 

Edit Taxes

1. On the payment settings tabs, click on Currency & Taxes
2. Select the tax you want to edit and click the dropdown

3. Click edit 
4. Update the necessary details 

5. Click Save changes 

Delete Taxes

1. On the payment settings tabs, click on Currency & Taxes
2. Select the tax you want to delete and click the dropdown
3. Click delete

4. Confirm you want to delete the tax by clicking delete on the popup 

Add bank account 

1. On the menu bar, click on Reports
2. Select Bank Accounts  
3. Click on Add new bank account

4. Fill in the relevant fields.

• You may optionally check the “Create an asset sub-account in Charts of Account” box and/or “Set as default bank” based on your preference.

5. Click Add bank account

Edit bank account

To edit the details of a previously created account:

1. On the menu bar, click on Reports
2. Select Bank Accounts  
3. Select the account you want to edit and click the dropdown
4. Click edit 

5. Update the necessary details 

6. Click Save changes 

Set bank account as the default

To set a bank account as the default means that the account detail is always auto-selected when creating invoices, and the bank account is selected as a payment option. To set a bank account as default:

1. On the menu bar, click on Reports
2. Select Bank Accounts  
3. Select the account you want to set as default and click the dropdown

4. Click Set as default

Add Funds to a Bank Account

Funds can be added to a bank account by adding the amount directly to an account or linking it to a sales transaction.

Adding Funds by Linking to a Sales Transaction

1. On the menu bar, click on Reports
2. Select Bank Accounts  
3. Click on the bank account of your choice
4. Click on More Options and select Add Funds from the dropdown

5. Click Add Funds
6. Check the “Link to a client” box

7. Choose a client from the dropdown and select the date
8. Check the invoice(s) of your choice and fill in the amount 
9. Click Add Funds 

Adding Funds Directly to an Account

1. On the menu bar, click on Reports
2. Select Bank Accounts  
3. Click the dropdown of the account you want to add funds to

4. Click Add Funds
5. Fill in the amount and select the date 

6. Then, click  Add Funds or Add Funds and Add journal entry  

• A pop-up appears when you click “Add Funds and Add journal entry”. Fill in the required fields.  

• Click Save Entry 

Remove Funds from a Bank Account

Funds can be removed from a bank account by removing the amount directly from an account or linking it to a purchase transaction.

Removing Funds by Linking to a Purchase Transaction

1. On the menu bar, click on Reports
2. Select Bank Accounts  
3. Click on the bank account of your choice
4. Click on More Options  and select Remove Funds from the dropdown

5. Check the “Link to a vendor” box

6. Choose a vendor from the dropdown and select the date
7. Check the bill(s) of your choice and fill in the amount 
8. Click Remove Funds 

Removing Funds Directly from an Account

1. On the menu bar, click on Reports
2. Select Bank Accounts  
3. Click the dropdown of the account you want to remove funds from

4. Click Remove Funds
5. Fill in the required fields and select the date 

6. Then, click Remove Funds or Remove Funds and Add journal entry  

• A popup appears when you click on Remove Funds and Add journal entry. Fill in the required information

• Click Save Entry
  

Export Bank Transactions

1. On the menu bar, click on Reports
2. Select Bank Accounts  
3. Click on the Bank account you want to export transactions from

4. On the overview page, toggle to Transactions

5. Click on Export at the top left of the page 
6. Select the time frame to be exported

7. Select the Format; either CSV or PDF
8. Click Export to have your file exported

You can receive online payment on transactions from customers through four online payment platforms available on Vencru. 

• Stripe online payment
• Paystack online payment
• Paypal online payment 
• Flutterwave online payment 

Connect a payment platform to your Vencru account:

1. Click Settings on the menu bar
2. Click Payment settings 
3. Click Payment Methods from the horizontal bar
4. Click the payment platform of your choice

3. Fill in your business details on the form and click Connect

Vencru allows you to create your customized invoice template from scratch. To do this: 

1. On the payment settings tabs, click on New templates
2. Fill in the template details 
3. Click Create template

Edit invoice template

The edit invoice allows you to update certain details on the invoice. These include

1. Template name
2. Theme
3. Colour
4. Font
5. Signature 
6. Signature holder

To edit an invoice:

1. On the payment settings tabs, click on Invoice templates
2. Select the template you want to edit and click the dropdown
3. Click edit 

4. Update the necessary details 

5. Click Save changes 

Vencru is a simple accounting software that allows you to run your business in one place. Create quotes, invoices, and receipts, track inventory, manage vendors and clients, and business insights to drive performance. 

Accept payments directly from your invoices using Paystack integration. You can now use Paystack as a payment provider to accept invoice payments in Nigeria, Ghana, and South Africa. Track payments and debtors and automate business and accounting reports. 

Here’s how to set it up and get started

1. Login to your Vencru account at https://app.vencru.com
2. Go to ⇒ https://app.vencru.com/settings/payment-settings?activeTab=payment-methods
3. Select Paystack
4. Enter your Bank Account Name, and Account Number
5. Verify the Bank Account Name
6. Select Connect

To Accept Payments

1. Go to create an invoice ⇒
2. Prepare the invoice for your client t
3. Toggle Paystack on (must have connected account before this step)
4. Select Send Invoice
5. With Paystack enabled, your customers will have the Pay with Paystack option on their invoices.

Toggle Paystack on (must have connected account before this step)

With Paystack enabled, your customers will have the Pay with Paystack option on their invoices.

Vencru now lets you accept PayPal payments directly from your invoices — making it easier for customers to pay and automating your bookkeeping. This feature is available on all plans (Free and Paid) and requires a PayPal Business account.

In This Article

• Benefits of Connecting PayPal to Vencru
• Requirements
• How to Connect PayPal to Your Vencru Account
• How to Accept PayPal Payments on Invoices
• How Your PayPal Payments Are Tracked
• FAQs

Benefits of Connecting PayPal to Vencru

By connecting your PayPal Business account to Vencru, you’ll unlock:

• Automatic tracking of PayPal payments — no manual entry needed
• Real-time invoice status updates (e.g., Paid, Not paid, Overdue)
• Automatic accounting categorization of PayPal income
• Faster payments from customers with a familiar and trusted platform

Requirements

To use this feature, you’ll need:

• A PayPal Business account
• Access to the Vencru web app
• A Vencru Free or Paid subscription

How to Connect PayPal to Your Vencru Account

1. Login to your Vencru web dashboard
2. Click Settings in the left-hand menu
3. Under Payment Settings, select the Payment Methods tab
4. Find the PayPal section and click Connect
5. You will be redirected to the PayPal login page
6. Log in with your PayPal Business credentials and authorize the connection
7. Once complete, you’ll be redirected back to Vencru, and your account will be linked

Your PayPal account is now connected to Vencru and ready to accept payments.

How to Accept PayPal Payments on Invoices

1. Go to the Invoices section and click Create Invoice
2. Fill in your invoice details (e.g., client, items, due date)
3. Scroll down to the Payment Options section
4. Toggle PayPal to ON
5. Click Send Invoice (via email)

Your customer will receive an invoice email with a “Pay Invoice” button. When clicked, they’ll be redirected to PayPal to complete the payment securely.

How Your PayPal Payments Are Tracked

Once a payment is made through PayPal:

• The invoice status in Vencru will automatically update to Paid
• The payment will be recorded in your Vencru transaction history
• Your accounting reports (e.g., income, cash flow) will be updated automatically

No need for manual reconciliation — everything is synced and accurate in real-time.

FAQs

Q1: Can I connect multiple PayPal accounts to one Vencru account?
No, you can only connect one PayPal Business account per Vencru account at a time.

Q2: What happens if my customer pays partially via PayPal?
Partial payments are not accepted using PayPal

Q3: Are PayPal fees tracked automatically in Vencru?
No, PayPal fees are not automatically tracked. You can refer to PayPal’s Transaction Fees by Country to review applicable charges.
Need Help?
Contact us at hello@vencru.com or use the live chat feature in your Vencru dashboard

1. Click Settings on the menu bar
2. Click Team members
3. Click Invite team member
4. Fill in the team member’s info
5. Select the permission group

6. Click Invite team member

Check out our video tutorial here 

1. Click Settings on the menu bar
2. Click Team members
3. Select the team member and click Edit from the dropdown
4. Make the necessary changes
5. Click on any of the checkboxes to change the permission level

6. Select Save changes when you’re done

On Vencru, you can control the level of access invited team members have to your account by selecting the permission group that best suits you. You can invite team members as:

• Administrator
• Staff
• Contractor/Accountant and
• Viewer

The table below shows the access level each permission group has:

1. Click Settings on the menu bar
2. Click Team members
3. Select the team member and click Resend invite from the dropdown

4. An invitation request would be sent to the team member’s email address

1. Click Settings on the menu bar
2. Click Team members
3. Select the team member and click Deactivate from the dropdown

4. Confirm you want to deactivate by clicking deactivate on the popup

On Vencru, you can subscribe to plans on the Web app or Mobile app (Android and iOS)

On the Web App

There are two ways on the web app to upgrade to any of the plans on Vencru: 

From the menu bar

1. Click the Upgrade plan at the bottom of the menu bar

2. You would be directed to the plan settings page
3. Select the plan you would like to upgrade to
4. Select the billing frequency (Monthly, quarterly, yearly)

5. Proceed to make payment using your credit or debit card

From the settings on the homepage

1. Click on Settings from the menu bar
2. Click on Plan settings 
3. Click Change plan
4. Select the plan you would like to upgrade to
5. Click Upgrade plan
6. Select the billing frequency (Monthly, quarterly, yearly)
7. Proceed to make payment using your credit or debit card

On the Mobile App (Android and iOS)

1. On the homepage click the three lines at the left to access the Menu bar

2. Select Account Settings

3. Click Upgrade and click  Continue

4. Choose the plan you want to upgrade to
5. Select the billing frequency (monthly, quarterly or yearly) and click Upgrade
6. Add your credit or debit card (if you’ve not added a payment method to your apple or google account)
7. Proceed to make payment with your credit or debit card

On Vencru, you can subscribe to plans on the Web app or Mobile app (Android and iOS)

On the Web App

1. Click on Plan settings from the menu bar
2. Click Change plan

3. Select the billing frequency (Monthly, quarterly, yearly)
4. Select the plan you would like to downgrade to and click Downgrade plan

5. Proceed to make payment using your credit or debit card

On the Mobile App (Android and iOS)

1. On the homepage click the three lines at the left to access the Menu bar
2. Select Account Settings
3. Click Manage Plan and click  Continue

4. Choose the plan you want to downgrade to
5. Select the billing frequency (monthly, quarterly or yearly) and click Upgrade
6. Add your credit or debit card (if you’ve not added a payment method to your apple or google account)
7. Proceed to make payment with your credit or debit card

1. Click on Settings from the menu bar
2. Click on Plan settings 
3. Navigate to the billing history section 

4. Click Download on the payment you want to download an invoice for. 

Your Vencru account comes with a referral code which you can share with your friends when you tell them about Vencru. They should enter your referral code as they sign up on Vencru. You would get a 10% commission if your friend subscribes to an annual plan or a 5% commission if they subscribe to a monthly or quarterly plan. 

How to use your referral code

1. Click on Referrals from the menu bar

2. You can send your referral code directly to your friend through Whatsapp, Twitter, Facebook or Instagram by clicking on their icon. Alternatively, you could copy your code by clicking on Copy Code.

Your referral statistics are also displayed on the referral page.

A Shopify store can be integrated with Vencru, either through your Vencru account or your Shopify account.

How to Connect Shopify From Your Vencru Account

1. Log in on Vencru
2. Select Settings on the Menubar from the Dashboard
3. Then, click Commerce Settings from the sidebar
4. Click the Connect Now button under Shopify

5. Fill in your Shopify Store URL and click Connect To Shopify

6. Click Install on the authorization page

7. On the Connect Shopify Page, select your preferences and click Save and Continue
8. Then, Click Finish Integration after reviewing your settings.

How to Connect Vencru From Your Shopify Store:

1. Log in to your Shopify Store
2. Click Settings on the menu bar
3. Click Apps and Sales Channels
4. Search for Vencru and Click Install
5. Select the plan that suits your business needs and Approve payment on the Plans page
6. On the Connect Shopify Pages, select your preferences and click Save and Continue

7. Then, Click Finish Integration after reviewing your settings.

How to sync past orders while connecting Shopify to Vencru

1. Select Settings on the Menubar from the Dashboard
2. Then, click Commerce Settings from the sidebar
3. Click the Connect Now button under Shopify

4. Fill in your Shopify Store URL and click Connect To Shopify
5. Click Install on the authorization page
6. On the first Connect Shopify page, click on the date field to select your chosen sync start date and sync settings, then click Save and Continue.

7.  Select your preferences on the next connection pages and click Save and Continue
8. Then, Click Finish Integration after reviewing your settings.

How to sync past orders after connecting Shopify to Vencru

1. Select Settings on the Menubar from the Dashboard
2. Then, click Commerce Settings from the sidebar, and toggle to My Apps
3. Click the Sync Now button under Shopify

4. Select your sync start date and preferred settings on the Reconfigure Shopify Integration page and click Save and Continue

5. Select your preferences on the next pages and click Save and Continue
6. Then, Click Finish Integration after reviewing your settings.

Vencru offers comprehensive features for warehouse management, including:

• Real-time inventory tracking by location
• Management of stock transfers between multiple locations
• Handling of stock movements, including inflows from suppliers and outflows from sales

Vencru’s Multi-location feature simplifies inventory control, streamlines order fulfillment, and ensures accurate stock levels. The feature lets you easily track inventory across multiple locations, manage stock transfers, and update quantities in real time.

• Enable multi-location
• Add new location
• Edit location details
• Set default location
• Deactivate location

Enable Multi-Location

1. Click on the Settings button on the menu bar.
2. Click on Business Settings 
3. Click on Locations

Multi-location is available on the enterprise plan

4. Scroll down and click on Enable Multiple Location

5. The feature is activated with your registered business address saved as your default location.

Add Location

1. Click on the Settings button on the menu bar
2. Click on Business Settings 
3. Click on Locations
4. Click on Add Location

1. Fill in all relevant information. Kindly note that the following information is compulsory: Location name and Location address.

2. Scroll down and click on Save location.

Edit Location

1. Click on the Settings button on the menu bar
2. Click on Business Settings 
3. Click on Locations
4. Click on the action button beside the location

5. Click on Edit and make the necessary changes.

6. Scroll down and click on Save

Set Default Location

1. Click on the Settings button on the menu bar
2. Click on Business Settings 
3. Click on Locations
4. Click on the action button beside the location.

5. Click on Set as default and it’ll change immediately.

Deactivate Location

1. Click on the Settings button on the menu bar
2. Click on Business Settings 
3. Click on Locations
4. Click on the action button beside the location you want to deactivate

5. Click on Deactivate and select a location to transfer the current details in that location.

6. Click on Deactivate and Transfer
   
   Note: The default location cannot be deactivated

With Vencru’s Stock Transfer feature, you can simplify your inventory movement. Easily transfer stock between multiple warehouse locations, maintain accurate inventory levels, and ensure your products are always where they need to be.

Here’s how to use the stock transfer feature.

1. Click on the Inventory button on the menu bar.
2. Click on the tab Stock Transfer.
3. Click on the button Create a stock transfer

4. Select Source Location and Destination Location

5. Click on Add Item and fill in the details

• Fill in the stock number
• Item name
• Item Description
• And the quantity

6. Scroll up and click on Initiate Transfer
7. Your selected stock will be in transit pending completion

On Vencru, you can track products by location using the multi-location feature. This is useful for businesses where stock/inventory is organized in multiple locations.

To add inventory by location

1. Click on the Inventory button on the menu bar.
2. Click on Inventory
3. Click on Add item

4. Fill in the necessary information and scroll down.

• Add Product details
• Input the quantity you want
• You can either leave the default location, select a new one or pick multiple locations.

5. Save your preferred location by clicking on Save 

6. Click on Save Product or Save and Add New Product

Update Stock

1. Click on the Inventory button on the menu bar
2. Click on any Item

3. Click on Update stock

4. Choose your preferred location and fill in the other details

5. Click on Save

Import Products

1. Click on the Inventory button on the Menu Bar
2. Click on the Add New Item drop-down and click on Import Item

3. Scroll down and click on the download template file link

4. Fill out the template with your inventory information
5. Upload the CSV  and click on Next

6. Fill in the fields and click on Import

7. You’ll get a successful notification and your products will be imported.

Recording your income and expenses gives you a complete view of what your business profit is. You can record a vendor bill for an initial purchase order raised, or create one directly. 

Here’s how to record bills and enter payments on Vencru.

1. Click on the Create new button and select  Bills on the drop-down menu OR

• Click on Expenses from the menu bar and select Bills in the dropdown
• Select Add new bill

2. Select a vendor from the vendor dropdown
3. Enter the Order number, Shipping address, and Warehouse address (optional)
4. Select Add new line to enter the product, quantity, and tax (if applicable)
5. Select Add shipping fee to include the cost of shipping

6. If you want to add additional notes or instructions, fill in the Notes section
7. When you’re done, select Save order or Save and send (to send the bill directly to the vendor)

Create a bill with Multi-Currency on Vencru

With Vencru, you can create and send bills in different currencies. This is very useful to your business, especially when you buy from vendors across the globe. To create a bill with multicurrency: 

1. Click on Expenses from the menu bar and select Bills in the dropdown
2. Click Add new bill
3. Select a vendor from the vendor dropdown
4. Enter the Order number, Shipping address, and Warehouse address (optional)
5. Click Add new line to enter the product, quantity, and tax (if applicable)
6. On the Amount field, click on the dropdown, and select the currency of choice

7. You can edit the exchange rate by clicking on edit to input the rate of choice
8. Click Add shipping fee to include the cost of shipping
9. If you want to add additional notes or instructions, fill in the Notes section
10. When you’re done, click Save order or Save and send (to send the bill directly to the vendor)

Creating Vendor Bills from Inventory

1. Check the box of items you want to add to your Vendor Bill. You can check multiple items on different pages

2. On the tab at the bottom, click Create
3. Select Vendor Bill from the popup
4. Click Create

5. Fill in the required details on the Create Vendor Bill page

• The item quantity can be edited on the create page

6. When you’re done, click Save order or Save and send (to send the bill directly to the vendor)

Check out our video tutorial here 

After payment has been made to your vendor for a bill, you need to record the amount paid. To do this:

1. Choose the bill you want to record payment for from the bill list and select View from the dropdown.
2. Click the More action button and select Record payment

3. Fill in the relevant details and select Add payment. Please note that you can record a deposit or full payment.

You can send a bill to your vendor in two ways.

Save and send option on the add new bill

1. Click on Expenses from the menu bar, and select Bills on the drop-down
2. Click Add new bill
3. Select a vendor from the vendor dropdown
4. Enter the Order date, Order number, Shipping address, and Warehouse address (optional)
5. Click Add new line to enter the product, quantity, and tax (if applicable)
6. Click Add shipping fee to include the cost of shipping
7. If you want to add additional notes or instructions, fill in the Notes section
8. You can also attach a product image by clicking browse file
9. When you’re done Save and send 
10. Fill in the Send email form with the relevant information. Note that you can cc/bcc other email addresses

11. When you’re done, click Send email to send the bill to the email address(es)

From the view bill page

1. On the view page, click the More actions dropdown

2. Click send by email
3. Fill in the Send email form with the relevant information. Note that you can cc/bcc other email addresses
4. When you’re done, click Send email to send the bill to the email address(es)

Editing a bill on Vencru is easy. You can always go back to update the details of an already-created bill. To do this:

1. On the list of bills, find and select the bill you want to edit

2. Click edit from the drop-down
3. Update the bill with the relevant information 
4. Click Save changes or Save changes and send

A vendor bill on Vencru can be deleted from the drop-down

1. Click delete

2. Confirm you want to delete the vendor bill by clicking “delete” on the pop-up

Details of the bill can be downloaded into CSV format. To do this:

1. Select the checkbox(es) on the bill you want to download, or use the multi-select box. 

2. Click export to download 

Purchase orders are created to let your vendor know about your intent to buy products. You can create and email POs directly to vendors when you want to buy.

The Purchase order feature allows you to enter the specific items you want to buy and the quantity. Your supplier accepts the PO, and agrees to the terms, after which you can raise a bill for payment. To create a Purchase Order:

1. Click on the Create new button and select  Purchase order on the drop-down menu OR

• Click on Expenses from the menu bar, and select Purchase order on the dropdown
• Click Add new Purchase order

2. Select a vendor from the vendor dropdown
3. Enter the Order date, Shipping address, and Warehouse address (optional)
4. Click Add new line to enter the product, quantity, and tax (if applicable)
5. Click Add shipping fee to include the cost of shipping
6. If you want to add additional notes or instructions, fill in the Notes section
7. You can also attach a product image by selecting browse file
8. When you’re done, click Save order or Save and send (to send PO directly to the vendor)

Create a PO with Multicurrency

1. Click on Expenses from the menu bar, and select Purchase Order in dropdown
2. Click Add new Purchase order
3. Select a vendor from the vendor dropdown
4. Enter the Order date, Shipping address, and Warehouse address (optional)
5. Click Add new line to enter the product, quantity, and tax (if applicable)
6. On the Amount field, click on the dropdown, and select the currency of choice

7. You can edit the exchange rate by clicking on edit to input the rate of choice
8. Click Add shipping fee to include the cost of shipping
9. If you want to add additional notes or instructions, fill in the Notes section
10. When you’re done, click Save order or Save and send (to send PO directly to the vendor)

Creating Purchases Orders from Inventory

1. Check the box of items you want to add to your purchase order. You can check multiple items on different pages

2. On the tab at the bottom, click Create
3. Select Purchase Order from the popup
4. Click Create

5. Fill in the required details on the Create Purchase Order page

• The item quantity can be edited on the Create page

6. Click Save order or Save and send

Check out our video tutorial here 

You can send a bill to your vendor in two ways.

Save and send option on the add new purchase order

1. Click on Expenses from the menu bar, and select Purchase order on the tab
2. Click Add new purchase order
3. Select a vendor from the vendor dropdown
4. Enter the Order date, Shipping address, and Warehouse address (optional)
5. Click Add new line to enter the product, quantity, and tax (if applicable)
6. Click Add shipping fee to include the cost of shipping
7. If you want to add additional notes or instructions, fill in the Notes section
8. When you’re done, click Save and send 
9. Fill in the Send email form with the relevant information. Note that you can cc/bcc other email addresses

11. When you’re done, click Send email to send the PO to the email address(es)

From the view purchase order

1. On the view page, select the More actions dropdown

2. Click send by email
3. Fill in the Send email form with the relevant information. Note that you can cc/bcc other email addresses
4. When you’re done, click Send email to send the PO to the email address(es)

Editing a Purchase order on Vencru is easy. You can always go back to update the details of an already-created PO. To do this:

1. On the list of POs created, find and select the PO you want to view

2. Click edit from the drop-down
3. Update the PO with the relevant information 

4. Click Save changes or Save changes and send

Vencru allows you to convert each PO created and/or sent to a vendor directly into a bill. 

1. On the list of created POs, find and select the PO you want to convert to a bill.
2. Click View from the dropdown
3. Click the More action drop-down and select Create Bill

4. The PO is converted to a Bill.

If you wish, you can make adjustments to the details of the Bill. To do that:

1. Click on Edit Bill at the top

2. Update the bill with the relevant information 
3. Click Save changes or Save changes and send

A PO can be deleted from the drop-down.

1. Click the three dots on the PO to be deleted to access the drop-down menu.
2. Click Delete on the drop-down

2. Confirm you want to delete PO by clicking Delete on the pop-up

Details of the PO can be downloaded into CSV format. To do this:

1. Select the checkbox(es) on the PO you would like to download or use the multi-select box. 

2. Click export to download 

1. Click on the Create new button and select  Inventory on the drop-down menu OR

• Click Inventory from the menu bar
• Click on Add new item

2. Click on Import item
3. Click download a sample file here to get the template document
4. Click on the upload button or browse the file button to upload a document containing the inventory list.

5. Click on the next
6. Match fields from the imported file to fixed fields

7. Click on Import
8. Click on Go to import list or Download error list if required

Check out our video tutorial here 

How to add new items manually 

Add product

1. Click on Add new item
2. Click Add item manually 
3. Toggle on the product tab
4. Fill in the required information 

5. Click Save product or Save and add product 

Add service 

1. Click on Add new item
2. Click Add item manually 
3. Toggle on the service tab
4. Fill in the required information 

5. Click Save service Save and add service

Check out our video tutorial here 

Vencru allows you to edit created items. Here’s how to do so:

1. Click the dropdown on the item to edit 

2. Click edit 
3. Update the details

4. Click Save product 

Vencru allows you to update your inventory stock level. Any changes made in the stock is reflected across the inventory module and reports. Here is how to update stock:

1. On the list of inventory created, find and select the product you want to view
2. Click View from the dropdown
3. Click Update stock 
4. Select the adjustment date 
5. Toggle between reduce stock or increase stock if you want to increase or decrease the quantity of stock
6. Add the quantity you would like to increase or decrease the current stock by
7. Click Save 

Running stock analysis on Vencru helps you get a better understanding of stock counts. This leads to a lower chance of experiencing product stockouts or having too much capital tied to your business.

Here’s how to run a stock analysis:

1. Click Run stock analysis on the Inventory page
2. Click on any of the options
   • Show all stock – to see a list of all stock 
   • Show items less than a certain quantity 
   • Show items with a certain expiry date
3. Click Run query

Check out our video tutorial here 

A Product or service can be deleted on Vencru from drop-down

1. Select delete

2. Confirm you want to delete an item by clicking “delete” on the pop-up

Items can be downloaded into CSV format. To do this:

1. Select the checkbox(es) on the item you would like to download or use the multi-select box. 

2. Click export to download 

On Vencru, the total value and profit margin of your inventory are calculated. You can view your inventory valuation in two ways:

From inventory:

1. Click Inventory from the menu bar
2. Click on Inventory Valuation 

3. Your inventory valuation is displayed.

From reports:

1. Click Reports from the menu bar and select Reports from the vertical tab.

2. Click on Inventory reports from the horizontal tab 
3. Select Inventory Valuation 

4. The Inventory Valuation is displayed.

1. Click on the Create new button and select  Invoice on the drop-down menu OR

• From the Home screen or Menu bar, click Sales 
• Click Create new, and click New invoice from the dropdown

2. (Optional)Click on Add client and select the client to bill
3. To add a shipping address, click Add shipping address
4. Click Add item to select the items to be added to the invoice. Note that you can:
   1. Edit the price 
   2. Increase the quantity 
   3. Add individual tax 

5. (Optional) Click Add Discount if you want to apply a discount to the invoice. Discount can be added as a percentage (which is auto-calculated) or as a flat amount 
6. (Optional) Click Add shipping fee to apply a shipping amount to the invoice. 
7. Note that you can edit the default Issue date and due date. 
8. You can include invoice notes by clicking Add note 
9. To add a payment method to the invoice, toggle on any of the Payment method options 

10. Select Send via to send the invoice directly via WhatsApp or Email, or Save as to save as an invoice or draft 

Creating Invoice from Inventory List

1. Check the box of items you want to add to your invoice. You can check multiple items on different pages

2. On the tab at the bottom, click Create
3. Select invoice from the popup
4. Click Create

5. Fill in the required details on the Invoice

• The item quantity can be edited on the Create page

6. Select Send via to send the invoice directly via WhatsApp or Email, or Save as to save as an invoice or draft.

Check out our video tutorial here 

With Vencru, you can create and send invoices in different currencies. This is very useful to your business, especially when you send it to customers across the globe. To create an invoice with multi-currency: 

1. From the Home screen or Menu bar, click Sales 
2. Click Create new, and click New invoice from the dropdown
3. Click on Add client and select the client to bill
4. To add a shipping address, click Add shipping address
5. Click on the currency dropdown to select the currency of choice. 

6. You can edit the exchange rate by clicking the edit button and inputting the rate 
7. Click Add item to select the items to be added to the invoice. Note that you can:
   1. Edit the price 
   2. Increase the quantity 
   3. Add individual tax 
8. (Optional) Click Add discount if you want to apply a discount to the invoice. Discount can be added as a percentage (which is auto-calculated) or as a flat amount 
9. (Optional) Click Add shipping fee to apply a shipping amount to the invoice. 
10. Note that you can edit the default Issue date and due date. 
11. You can include invoice notes by clicking Add note 
12. To add a payment method to the invoice, toggle on any of the Payment method options 

Select Send via to send the invoice directly via WhatsApp or Email, or Save as to save as an invoice or draft

1. Click on the Create new button and select  Receipt on the drop-down menu OR

• From the Home screen or Menu bar, click Sales 
• Click Create new, and click New receipt from the dropdown

2. Click on Add client and select the client to bill
3. To add a shipping address, click Add shipping address
4. Click Add item to select the items to be added to the receipt. Note that you can:
   1. Edit the price 
   2. Increase the quantity 
   3. Add individual tax 
5. (Optional) Click Add discount if you want to apply a discount to the receipt. Discount can be added as a percentage (which is auto-calculated) or as a flat amount 
6. (Optional) Click Add shipping fee to apply a shipping amount to the receipt. 

9. Note that you can edit the default Issue date 
10. You can include notes by clicking Add note 
11. To add a payment method to the receipt, select the dropdown on Payment method 
12. Select Send via to send the receipt directly via WhatsApp or Email, or Save to save it as a receipt

Creating Receipt from Inventory List

1. Check the box of items you want to add to your receipt. You can check multiple items on different pages

2. On the tab at the bottom, click Create New
3. Select Receipt from the popup
4. Click Create

5. Fill in the required details on the Create Receipt page

• The item quantity can be edited on the Create page

6. Select Send via to send the receipt directly via WhatsApp or Email, or Save to save it as a receipt.

Check out our video tutorial here

Create a receipt with multicurrency

1. Click on the Create new button and select  Receipt on the drop-down menu OR

• From the Home screen or Menu bar, click Sales 
• Click Create new, and click New receipt from the dropdown

2. Click on Add client and select the client to bill
3. To add a shipping address, click Add shipping address
4. Click Add item to select the items to be added to the receipt. Note that you can:
   1. Edit the price 
   2. Increase the quantity 
   3. Add individual tax 
5. (Optional) Click Add discount if you want to apply a discount to the receipt. Discount can be added as a percentage (which is auto-calculated) or as a flat amount 
6. (Optional) Click Add shipping fee to apply a shipping amount to the receipt. 
7. Click on the currency dropdown to select the currency of choice. 
8. You can edit the exchange rate by clicking the edit button and inputting the rate

8. Note that you can edit the default Issue date 
9. You can include notes by clicking Add note 
10. To add a payment method to the receipt, select the dropdown on Payment method 
11. Select Send via to send the receipt directly via WhatsApp or Email, or Save as to save as a receipt or draft 

In Vencru, income (payment received) is tracked when an invoice is marked as Paid or Deposit paid. You can record payment received manually, whether full or partial. There are two ways to record payment on Vencru.

From dropdown

1. Click Sales on the menu bar
2. Select the invoice you want to record payment for from the sales transaction list
3. On the dropdown, click Record payment

4. Fill in the relevant details and select Add payment. Please note that you can record a deposit or full payment.

From the view invoice page

1. Click Sales on the menu bar
2. Choose the invoice you want to record payment for from the sales transaction list
3. Click View from the dropdown.
4. Click the More action drop and select Record payment 

5. Fill in the relevant details and select Add payment. Please note that you can record a deposit or full payment.

Check out our video tutorial here