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Short, practical articles that cover the everyday workflow.

Setting up your business

Add your company details, tax number, currency, logo and invoice numbering before you send your first document.

Pick a client, add line items with quantity, price and tax, set the due date and send. Totals are calculated for you.

Create a quote with a validity date. Your client can accept or reject it online, and accepted quotes convert to an invoice in one click.

Open an invoice, add a payment with the amount, date and method. Partial payments update the remaining balance automatically.

Turn any invoice into a schedule: weekly, monthly, quarterly or yearly, with an optional end date.

Choose how many days before or after the due date a reminder goes out and what it says.

Still stuck?