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Invoices and Quotes

2:29 · 6 chapters

About this video

Draft an invoice from one sentence, send it by email, and get paid from its link. Turn an accepted quote into an invoice in one click, record payments that come in by check or bank transfer, and remind customers when an invoice runs late.

Recorded in the real product, using a fictional company, Northwind Labs. Watch on YouTube

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Mercato Overview

Products, services, orders, invoices, customers, subscriptions, discounts, payouts and the website that sells it all, in one place.

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Products, Variants and Stock

Products with sizes or colours, each with its own SKU, price and stock. Mercato flags what is running low and clears it when you restock.

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Orders, Shipping and Returns

From paid to delivered: record a payment, buy a shipping label, print packing slips, and handle a return through to the refund.

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2:35

Services and Bookings

Set up a bookable service and its hours, take bookings from your website, and move or cancel them with the calendar kept up to date.

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2:52

Subscriptions in Mercato

Monthly boxes and yearly clubs with free trials, an invoice for every period, and a follow-up when a card is declined.

2:52 · 8 chapters

3:00

Customers, Discounts and Reports

Your buyers are your Thrive contacts. Make a discount code, read your sales dashboard, and export your sales for QuickBooks or Xero.

3:00 · 6 chapters

2:36

Selling on Your Chimp Site

An online store built in Chimp sells straight from Mercato: products, cart and checkout, and every order lands in Mercato with the buyer in Thrive.

2:36 · 6 chapters