An Overview of Duoplane's Accounting Process


With Duoplane, you can completely automate large parts of your backend processes: order management, catalogue updates, invoice payments, and accounting. 


Duoplane helps keep your accounting records straight. Our dropship automation software ensures that all invoices are correctly tracked, organized, and recorded. 


Because our primary goal is to provide a seamless connection between vendors and retailers, Duoplane gives retailers and vendors the ability to input invoice information. This fosters a flexible and simple process that is critical when working with many different vendors. 


Summary of Duoplane’s Accounting Process


Let’s start off with the basics. Here is the general overview of the accounting process in Duoplane:

1) The vendor submits the invoice number with the shipment, either at the time the shipment is uploaded or after the fact.

2) The shipment is assigned to the invoice – multiple shipments can be included on one invoice

3) The invoice is sent for approval if necessary, then added to the invoice records


Should an item be marked as a return, here are the additional steps:


4) Approve the return for a refund

5) The record that you have received a credit memo from your vendor


If you are interested in learning more about the specifics, further information on the returns process can be found here.


 How do I Submit Invoices on Duoplane?


On Duoplane you are able to add an invoice number to any shipment. Enter an invoice number and hit save shipment to associate said shipment with the specified invoice number. An invoice can contain unlimited shipments.


The invoice number can be submitted with the shipment no matter the method of shipment upload or entry. For example, a vendor can input the invoice number on the shipment in the portal if that is how they submit shipments. 

How do I Submit Invoices in Bulk?


You can add an invoice number to shipments after they have been submitted. If vendors go to the orders tab, then click “Invoice,” Duoplane will show all shipments that do not have an invoice number associated with them.

Conversely, for retailers, this can be done by going to the Accounting tab, then clicking “Shipments not yet invoiced.”

how to insert invoice in bulk on duoplane

How do I Review Wholesale Cost Discrepancies on Duoplane?


If a vendor submits an invoice with a wholesale cost for an item that is different than what you have in your Duoplane records, you will be notified. This tracking tool can be used to update the cost in Duoplane for future orders and track items. Overall, this feature keeps you better connected with your vendors. 


How Does Accounting  Synchronization Work on Duoplane?

All users on a Professional plan at the minimum have access to the Duoplane accounting integration. Duoplane supports integrations with QuickBooks Online and Xero. Details on the accounting integration with Quickbooks can be found here; details on the Xero integration can be found here.
After the accounting integration is setup, you can go to Accounting –> Accounting Sync, then click Run export. This will export all invoices to your accounting system. Once the invoice is marked as paid in your accounting system, Duoplane will send a payment report to your vendors for the paid invoices.
If you have any questions on configuring your settings you can reach out to Duoplane support for assistance at or view our accounting knowledge base here. 
badgley mischka customer review and case study

Case Study: Badgley Mishka

We chat with Katie Ouaknine of Badgley Mischka about her experience using Duoplane. The company loves how Duoplane seamlessly integrates with BigCommerce and automates their day-to-day operations. Katie’s favorite Duoplane features include splitting orders, auto-assigning orders, and managing multi-warehouse inventory.