Buying and selling
Record purchases, manage customers and contractors, and send invoices.
Record a purchase
Record the coins you bought from a contractor, dealer, coin show or private seller. The coins go into stock with their cost.
Manage customers
See the people and businesses you sell coins to, with their purchases, lifetime value and invoices. Add, edit and tag customers, or export the list.
Sell coins and create an invoice
Record a sale with "New invoice" on Invoices, or with "Sell" on a coin page. Coins on the invoice come out of stock.
Send an invoice and record payments
Email, print or download an invoice, copy its pay link, record full or partial payments, send receipts, and void an invoice.
Take card payments on invoices
Connect Stripe or Authorize.net in Settings so buyers can pay your invoices by card through a pay link.
Record a return and refund
Record coins that a buyer sent back. The credit comes off the invoice, and you can refund a payment and put the coins back in stock.
Manage contractors and profit-share statements
Add the sellers you buy coins from. For profit-share purchases, make statements of the contractor's share and mark them paid.
Get coin lists from contractors
Give a contractor a list link to send you coin lists without a login, or import a contractor's spreadsheet, photos or PDF. You review each list into a purchase.