Ambrook

Adding and keeping track of Customers and Vendors

Managing Contacts in Ambrook

Creating Pre-Set Items

Understand expected payment timelines for invoices, bills and more

Payment Timelines in Ambrook

Understand when to create a bill, record a check, or tag a transaction.

When should I create a bill?

Manage purchases you pay for in advance (prepaid expenses) for correct cash and accrual accounting in Ambrook

How to Handle Prepaid Expenses in Ambrook

How to track Accounts Receivable (AR) and Accounts Payable (AP) in Ambrook

Using the Contact Center

How to record trading goods or services where money doesn’t change hands.

Recording Trades or Barters in Ambrook

Understand payment fees by subscription plan for invoicing and bill pay

Payment Fees in Ambrook

Ashritha Karuturi

Paige Wyler

Dan Schlosser

Bills & Invoices

Your bill is recorded, now all you have to do is pay it and get back to business!

Paying a Single Bill on Ambrook

How to select, group, and pay bills across multiple vendors in a single workflow.

Paying Multiple Bills at Once

Ambrook Pay enables fast (1-2 hours), free business payments between Ambrook accounts.

Paying Bills with Ambrook Pay

Creating Bills from Emails with Bill Forwarding

Let your vendors know when you pay a bill.

Sending Payment Confirmations to Vendors

Matching Payments to Bills

How to set up check printing, print checks from your Ledger or a bill, and use rolling check numbers in Ambrook.

How to set up check printing on Ambrook

How to manage your bill workflows in Ambrook

Creating a Bill

Katie Ellig

Paying Bills

How to create estimates, quotes, bids, or proposals, send them to customers for acceptance, and convert them to invoices.

Creating and Sending Estimates, Quotes, Bids, or Proposals

How to repeat an invoice automatically on a schedule, and choose whether it sends or waits for your review.

Setting Up and Managing Recurring Invoices

How to receive, view, and pay an invoice sent to you through Ambrook by card, bank account, check, or cash.

Paying an Ambrook Invoice

How to use Ambrook's invoicing features to support your needs.

Creating and Sending Invoices

Set up automated reminders for customers overdue on payments

How do I send automatic invoice reminders?

Matching Payments to Invoices

Add your logo, set default payment terms, and personalize your invoice details to match your operation.

Customizing Your Invoices

How to set up and apply taxes, discounts, and fees to your invoices.

Using Taxes, Discounts, and Fees

How to mark invoices as paid for offline payments

Marking an invoice as paid by cash

Tiffany Yue

Creating, sending, and recording invoice payments

Invoices

Use credit memos to account for different invoicing situations, including breakage, overpayments, and general discounts

Issuing Credit Memos

Applying Credit Memos

Customer Overpayments and Prepayments

How to create a vendor credit using a debit memo in Ambrook and appropriately apply it to a bill.

Creating and using vendor credits (Debit Memos)

Credit Memos and Debit Memos

<span style="color: #99988e">Ambrook partners with Stripe Payments Company for money transmission services and account services with funds held at Fifth Third Bank N.A., Member FDIC. Ambrook Visa® Commercial cards are powered by Stripe and issued by Celtic Bank, Member FDIC.</span>

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