Help
Ask a question in your own words and get an answer from the guides and approved answers.
Why and when you use it
When you are stuck in the middle of work, you want an answer, not a manual. Help reads your question, finds the answer in the guides and in answers already approved by the Stockivio team, and shows it. If nobody has asked it before, your question goes to the team and the answer is added for everyone. Anyone in your business can use it.
Step by step
- Open HelpClick Help in the sidebar.
- Type your questionWrite it the way you would ask a colleague, for example 'how do I cancel an invoice' or 'where do I record a supplier payment'.
- Read the answerThe answer comes from the screen guides and approved answers. It usually names the screen to open.
- Follow the stepsOpen the screen it names and do the task. Keep Help open in another tab if the steps are long.
- If there is no answer yetYour question is sent to the Stockivio team. When they answer, it is added to Help for everyone, so check back later.
Worked example
Hotel Lakeview in Udaipur has a new accountant, Priya. A guest's company wants a corrected invoice for a stay billed on 10 Nov 2026.
- Priya opens Help and types 'customer wants a correction to an invoice already saved'.
- The answer explains that saved invoices are not silently edited, and points to Credit Notes for price corrections and Amendments for visible corrections.
- She opens Credit Notes and issues a credit note of ₹2,000 against the original invoice.
Result: Priya fixes the bill the right way within minutes, and the change stays visible in the records.
💡 Tips
- One question at a time gets a clearer answer.
- Include the screen name if you know it, for example 'in Purchases, how do I...'.
- For a specific record problem that needs someone to look at your account, see Remote Support.
⚠️ Common mistakes
- Typing personal or customer data such as bank details into the question. Describe the problem without it.
Questions
Who answers new questions?
The Stockivio team. The approved answer is then shared with every user who asks something similar.
🎬 Video walkthrough (script — recording coming soon)
- Scene 1: Open Help from the sidebar.
- Scene 2: Type a plain question about correcting an invoice.
- Scene 3: Read the answer and click through to the named screen.
- Scene 4: Explain that new questions go to the team and come back for everyone.