Ecommerce Templates

What is a client portal template? A client portal template gives your clients one secure place to check project status, download files, review invoices and send requests. Stackby's Client Portal template is a no-code client portal built on linked tables for clients, projects, deliverables, files, invoices and requests. You decide what each client sees through filtered views and permissions, so it works as a client dashboard without separate client portal software.  Who should use this no-code client portal? Freelancers, consultants, agencies, law firms and other service businesses that manage several clients at once. It suits teams that answer the same status questions by email every week and want client project tracking, a client onboarding portal and secure client file sharing in one workspace. Key features of the Stackby Client Portal template Client-specific shared views: Filter records by client and share each view by private link, or invite clients with view, table and column permissions. Project and deliverable tracking: Follow every project on kanban, calendar or timeline views with owners, due dates and status. File and document sharing: Attach contracts, briefs and final files to the client or deliverable they belong to. Request and onboarding forms: Collect new requests and onboarding details through forms with conditional logic, and let clients edit submissions with updatable forms. Invoice and payment status: Link invoices to projects and roll up billed, paid and outstanding amounts for each client. Automated client updates: Send an email or Slack message when a deliverable changes status or an invoice is due.  How to set up your client portal Copy the template to your workspace and add your clients, or import them from CSV or Excel. Add projects, deliverables and invoices, and link each one to a client. Create a filtered view for each client and set its sharing and permissions. Turn on automations for status updates and share the request form with clients.  Related templates Client Database template Customer Onboarding Form Project Tracker template Statement of Work template Invoice Creator Customer Success Management template Customer Portal for Agencies Template Features:Title:Mobile Expense Claims Desc:Employees submit claims from a phone or laptop, with receipt photos and several line items per claim. Title:Mobile Expense Claims Desc:Employees submit claims from a phone or laptop, with receipt photos and several line items per claim. Title:Mobile Expense Claims Desc:Employees submit claims from a phone or laptop, with receipt photos and several line items per claim. Title:Mobile Expense Claims Desc:Employees submit claims from a phone or laptop, with receipt photos and several line items per claim.

What is an accounting firm ERP template? An accounting firm ERP is a practice management system that tracks clients, engagements, deadlines, staff time, billing and documents. Stackby's Accounting Firm ERP template links each client to its engagements, recurring filings, tasks, timesheets and invoices. It gives partners and managers one view of the accounting firm workflow, with a tax deadline tracker and billing in the same workspace. Who should use this practice management system? CPA and chartered accountant firms, bookkeeping practices, tax preparers and outsourced finance teams. It suits firms that want accounting practice management software they can shape themselves, in place of rigid CPA firm software or bookkeeping firm software priced per user. Template Features:Title:Client & Engagement DatabaseDesc:Store entities, services, fees, contacts and engagement letters for every client in linked tables. Title:Filing Deadline CalendarDesc:Track tax, audit and compliance due dates on a calendar, with automatic reminders to each owner. Title:Review Workflow TrackingDesc:Move work through prepare, review and file stages, with owners and checklists for each engagement. Title:Timesheets & BillingDesc:Log time by client and engagement, then roll up billable hours, work in progress and invoice amounts. Title:Client Document RequestsDesc:Clients upload documents through a form linked to their engagement and period, so nothing gets lost in email. Key features of the Stackby Accounting Firm ERP template Client and engagement database: Store entities, services, fees, contacts and engagement letters for every client. Filing deadline calendar: Track tax, audit and compliance due dates on a calendar with reminders. Task and workflow tracking: Move work through prepare, review and file stages with owners and checklists. Timesheets and billing: Log time by client and engagement, then roll up billable hours and invoice amounts. Client document requests: Clients upload documents through a form linked to their engagement and period. Capacity and revenue dashboard: See workload by staff member, work in progress and revenue by client or service. How to set up your accounting firm ERP Copy the template and import clients and services. Add recurring filings with due dates and owners. Share the timesheet form with staff and the document request form with clients. Turn on deadline reminders and review the capacity dashboard each week. Related templates Accounting Firm CRM Employee Timesheet template Invoice Creator Compliance Tracking template Client Database template Balance Sheet template Expense Reimbursement App 

Free Shopify Order Management for Online Stores  Automate & manage your e-commerce orders from Shopify and create a custom e-commerce order management system.  The same system can be built & replicated with Woo-commerce, Amazon Seller Central, Magento and other e-commerce backends to manage your orders.  Steps to use this template: Design the orders table in Stackby  Connect your Shopify account to Stackby (via Zapier)  Bring orders data in Stackby  Map orders data to Stackby columns  Format the orders from Zapier (using Number Formatter)  Automate order KPI tracking by products Quick video on how you can create your custom order management workflow: https://youtu.be/Tw-VNgJ4eQM

Free Order Tracking And Invoicing for Online Stores  Whether you run a small local business, a start-up venture, or a multinational company, managing client orders and generating invoices for the work done is a part of your daily routine. If that's the case, then our Order Tracking and Invoicing template is exactly what you need. Clients place orders with your company daily. It is your job to identify the tasks that need to be completed for each project and assign the same to your team members. Tracking each client order from start to finish in real-time is essential to ensure that the work is done on time. In the midst of all this, multiple invoices are generated which need to be carefully recorded and preserved. You need to monitor the due date for each invoice to ensure that you receive all the money and on time from the clients. With multiple clients and too many project orders, it's easy to lose track of the process. Maintaining multiple databases for this purpose can also be quite cumbersome for most companies. So, what should you do? We here, at Stackby, are committed to our goal of making your job easier. That's why we have developed the Order Tracking and Invoicing Template for you. With this customizable and user-friendly template, you will be able to manage everything from a single interface. How will Stackby's Order Tracking and Invoicing Template help you monitor and manage client projects, tasks, and invoices? Using this template, you will be able to: Keep detailed records of all your current clients and the projects assigned by each client to your company using a client database system. Store the billing address and billing contact for each client along with the total amount billed. You can also record and update the payment specifics and payment terms as and when required with finance management capabilities. Add contact details of all your clients to avoid any communication gap, similar to managing relationships in a sales CRM. Record the orders placed by each client. The template comes with a standardized built-in project order form which can be used by clients to assign new projects to your company. Track the ongoing projects that you and your team are responsible for and the corresponding project category (Branding/ Social Media Marketing/ Website Designing/ Online Marketing/ etc.) using project tracker features. Monitor the overall status of each project. You can also track the total hours worked and the project rate per hour. This will allow you to calculate the total amount for each project, the corresponding tax rate, and the tax amount through commission tracking tools. Track the payment due date for a project and check if the client has made payment. Keep track of the invoices generated under each project, its amount, due date, and payment terms and conditions. Record the tasks due under each project and the team member in charge of each task with operations management workflows. Monitor, record and update the details as and when required.Simplify and streamline your project orders and invoices with this easy-to-use Order Tracking & Invoicing Template. Teams can integrate this with sales and CRM systems for comprehensive client management and utilize vendor management for supplier coordination. Business owners can also benefit from customer database software to maintain detailed client records, while leveraging best small business database software for streamlined invoicing operations and marketing campaign tracker for tracking project-related promotional activities. Whether you run a small local business, a start-up venture, or a multinational company, managing client orders and generating invoices for the work done is a part of your daily routine. If that’s the case, then our Order Tracking and Invoicing template is exactly what you need. Clients place orders with your company daily. It is your job to identify the tasks that need to be completed for each project and assign the same to your team members. Tracking each client order from start to finish in real-time is essential to ensure that the work is done on time. In the midst of all this, multiple invoices are generated which need to be carefully recorded and preserved. You need to monitor the due date for each invoice to ensure that you receive all the money and on time from the clients.  With multiple clients and too many project orders, it’s easy to lose track of the process. Maintaining multiple databases for this purpose can also be quite cumbersome for most companies. So, what should you do? We here, at Stackby, are committed to our goal of making your job easier. That’s why we have developed the Order Tracking and Invoicing Template for you. With this customizable and user-friendly template, you will be able to manage everything from a single interface. How will Stackby’s Order Tracking and Invoicing Template help you monitor and manage client projects, tasks, and invoices? Using this template, you will be able to: Keep detailed records of all your current clients and the projects assigned by each client to your company. Store the billing address and billing contact for each client along with the total amount billed. You can also record and update the payment specifics and payment terms as and when required. Add contact details of all your clients to avoid any communication gap. Record the orders placed by each client. The template comes with a standardized built-in project order form which can be used by clients to assign new projects to your company. Track the ongoing projects that you and your team are responsible for and the corresponding project category (Branding/ Social Media Marketing/ Website Designing/ Online Marketing/ etc.). Monitor the overall status of each project. You can also track the total hours worked and the project rate per hour. This will allow you to calculate the total amount for each project, the corresponding tax rate, and the tax amount. Track the payment due date for a project and check if the client has made payment. Keep track of the invoices generated under each project, its amount, due date, and payment terms and conditions. Record the tasks due under each project and the team member in charge of each task. Monitor, record and update the details as and when required. Simplify and streamline your project orders and invoices with this easy-to-use Order Tracking & Invoicing Template. Related Templates: Product Catalog Legal Matter Management Asset TrackerLegal Case Management