Help

Frequently asked questions

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About Eccolo

What’s up with the name Eccolo?

Eccolo (EH-ko-lo) is Italian for “here it is!” It’s what you say when you finally find the thing. So when you’re wondering where that purchase order your client sent you two weeks ago went: eccolo, it’s right there on the order.

If I already sell on Shopify or Etsy, do I still need Eccolo?

Yes, they do different jobs. Shopify and Etsy are your storefront: they handle the customers who click buy, get their order shipped, and hopefully come back for more. Eccolo is the studio behind the shop: production runs that keep your web shop stocked, orders and portals for wholesale clients so you can grow, and the special orders your VIP clients ask for. Eccolo doesn’t connect to Shopify or Etsy yet, so update quantities in Eccolo when something sells there.

Orders

How do I share an order with my client?

Every order has its own private portal link and password. Scroll to the bottom of the order page to the Shareable link section, set the password, click Copy, and send both to your client by email, DM, or text. Your client doesn’t need an account.

Can my client see my costs and margin?

No. Price your work (your costs and margin) is only ever visible to you. Clients see phases, line items, messages and documents.

What will my client see in the portal?

Your client can see order progress, phase dates, uploaded documents, and line-item prices (quantities, unit prices, and totals). Your costs, margins, and internal notes are always private.

How do I archive an order when it’s done?

Open the order and scroll to Wrap up at the bottom, then click Archive order. Eccolo saves a PDF summary and moves the order to your Archive tab, and any finished pieces it reserved come off your On Hand count in Inventory. You can download the PDF any time, duplicate the order, or move it back to active.

Can I duplicate an order for a repeat client?

Yes — open the Archive, find the order, and click Duplicate. It copies the client details, line items, and Price your work numbers into a new active order. If the order has items from your inventory, you’ll be asked to confirm the quantities first, and those pieces are reserved for the new order.

Client portal

Do my clients need an account?

No. Clients get a private link to their order, protected by a password you set.

How does the portal password work?

Every portal has a password, so only your client can open it. Set or change it in the Shareable link section at the bottom of the order page. Passwords need at least 8 characters. Changing it doesn’t email your client, so send them the new one yourself.

Will my client see the Eccolo logo?

Mostly no. The portal shows your studio logo and name — not Eccolo’s. There is a small Eccolo footer at the bottom of the portal, and any emails sent to your client (payment requests, phase updates) will come from an @eccolo.app address.

Invoices & payments

How do I generate an invoice PDF?

Open an order, scroll to the Documents section, and click Generate Invoice. Choose the deposit, the remaining balance, or the full amount, set the dates and payment method, and the PDF opens with your studio branding, line items, tax, and totals. It’s added to Transactions automatically.

Which payment methods work with Eccolo?

Stripe for card and bank payments, plus PayPal, Venmo and Zelle. Connect Stripe or add your handles in Settings → Payments. You can also hand record cash or check payments.

Does Eccolo take a cut of payments?

No. Eccolo doesn’t add any fee to your payments. Card payments only carry Stripe’s standard processing fees, and PayPal, Venmo and Zelle payments go straight to you.

What happens if I delete an invoice PDF?

The PDF is removed from the order, and its transaction is marked Voided rather than deleted, so your Transactions history stays complete. You can then generate a new invoice for the same amount.

How do I record a payment I received outside the app?

Go to Transactions and click Log transaction, then pick Payment received. Enter the amount, method and date. It records the payment without sending anything to your client. You can log an expense or a refund you gave the same way.

Can I export my transactions for my bookkeeping?

Yes. On Transactions, filter by status or pick a date range (including a custom one), then click Export. You get a spreadsheet (CSV) of exactly what’s showing, with money going out as negative amounts, ready for your bookkeeper or QuickBooks.

Does Eccolo replace my accounting software?

No, it works alongside it. Eccolo tracks the money tied to your orders: deposits, payment requests, and payments you log. Your accounting software handles the rest of your books, like taxes and reports. Export your transactions from Eccolo as a spreadsheet and bring them into QuickBooks or whatever your bookkeeper uses.

Inventory

What’s the difference between Finished Items and Raw Materials?

Finished Items are pieces you sell (a mug, a ring). Raw Materials are what you make them from (clay, silver sheet). Finished items can be added to orders and productions. Raw materials are used in an order’s Price Your Work and, through a bill of materials, every time you log a piece with Made + in a production.

Does inventory update automatically when I add items to an order?

Yes. When you add a finished item to an order, those pieces are reserved, so your Available count goes down right away. They come off your On Hand count when you archive the order. If you remove the item or delete the order, they go back to Available. If an order needs more than you have, Available goes negative and shows how many you still need to make.

How do I know if a line on an order uses my inventory?

Lines you pick from your finished items show a small box icon next to the item name (on a phone, a From stock tag). Only those lines reserve stock. If you type a name without picking it from the list, it’s a regular line and doesn’t touch your inventory.

What happens to my stock when I archive an order?

Archiving means the pieces have left your studio, so every finished item linked to the order comes off your On Hand count. Raw materials used in the order’s Price your work already came out of stock when you added them.

What if I move an archived order back to active?

Eccolo asks whether the pieces shipped. If they’re already gone, your stock stays as it is: the lines stay linked to your inventory but don’t reserve anything again, and archiving the order later won’t take them off a second time. If they never left (say you archived by mistake), choose to put them back on the shelf: they’re added back to On Hand and reserved for the order again.

Does duplicating an order use my inventory?

Yes. Before the copy is made, Eccolo lists the finished items on the order and how many you have available. Change any quantity, or set it to 0 to leave it off. The new order reserves those pieces, and if you don’t have enough, Available goes negative to show how many you still need to make.

What happens to my inventory if I delete an order?

Deleting an active order frees up the finished pieces it reserved and puts back any raw materials its Price your work used from stock. Deleting an archived order only removes the record. It never changes your stock.

Does duplicating a production change my inventory?

No. A duplicated production copies only the items and their goal numbers. Nothing is pulled from stock and nothing is counted as made until you do it in the new run. Items linked to your inventory stay linked to them.

Can I set a low-stock alert?

Yes. Set a low-stock alert on any finished item or raw material. When it drops to that number, it’s flagged LOW in Inventory and shows up on your Today list.

How do I track sizes or colors of the same piece?

Make each one its own finished item. Open the item and click Duplicate: the copy keeps the price, materials, notes and photo, starts at 0 in stock, and you give it its own name (like “Speckled Mug – Large”). Two items can’t share a name, so each version stays easy to find.

Can I set a wholesale price?

Yes. Each finished item has an optional Wholesale Price next to its retail price. Tag an order Wholesale and the items you add use their wholesale price. If an item doesn’t have one yet, the line uses the retail price and says so, with a link to add one.

Can I import my inventory?

Yes. Use the CSV import on the Inventory page to bring in your finished items or raw materials from a spreadsheet. Studio holds up to 100 of each; Studio Pro has no limit. Not sure how to set up the file? Download the template from the import window, replace the example rows with your own, and upload it. Blank cells are left alone on items you already have, and any row with something that isn’t a number where a number should be is listed for you to fix instead of being imported.

Account & billing

I didn’t get my confirmation email. What now?

Give it a minute, then check your spam, Promotions and Updates folders for “Confirm your email for Eccolo.” Still nothing? On the login page, enter your email and password: Eccolo will offer to send the link again. Or sign in with Google instead, which needs no confirmation.

Can I sign in with Google?

Yes. Click Continue with Google on the login or signup page. If you already have an Eccolo account with the same email, it signs you into that account.

Is there a free plan?

Every new studio starts with a 30-day free trial with every feature included, and no credit card required. After that, pick the plan that fits your studio.

How much does Eccolo cost?

Studio is $15/month, or $12/month billed annually. Studio Pro is $24/month, or $20/month billed annually. Every plan starts with a 30-day free trial.

How do I subscribe?

Go to Settings → Subscription, choose Monthly or Yearly (yearly saves up to 20%), and pick a plan. You can subscribe any time during or after your trial, and everything you’ve set up carries over. If you subscribe during your trial, billing starts when the trial would have ended, so you don’t lose any free days. Your plan renews on its own until you cancel.

What happens when my free trial ends?

Your studio is paused, not deleted. You can still log in and see all your orders, clients, inventory, and transactions. You just can’t add, change or export anything until you pick a plan, so if you want a copy of your records, export them before your trial ends. A banner at the top of every page takes you straight there, and the moment you subscribe, you pick up exactly where you left off.

What do my clients see if my studio is paused?

For the first 14 days, nothing changes for your clients: they can still open their portal and see their order. After 14 days, the portal shows a short note that your studio is paused, with your email so they can reach you. Any payment links you’ve already sent keep working the whole time, so money owed to you still comes through. No emails go out to your clients while your studio is paused, and the moment you subscribe, their portals are back.

Will my inquiry form still work if my studio is paused?

Yes. Your inquiry form keeps accepting new inquiries the whole time, so you never miss a commission. You’ll see every new inquiry when you log in, and you can accept them as soon as you pick a plan.

How long do you keep my data if I don’t subscribe?

Your data remains for 60 days after your trial or plan ends. Before anything is deleted, we’ll email you a warning so you have time to subscribe. Subscribe any time before then and everything is right where you left it.

Can I cancel at any time?

Yes. Go to Settings → Subscription and click Manage subscription to cancel. Your studio stays fully active until the end of your billing period, then it’s paused the same way as an ended trial. Your data is kept for 60 days, so you can come back any time.

Still stuck?

We read everything

We’re a small team and your feedback shapes what we build next. Drop us a line any time.

Email hello@eccolo.app