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Browse by topic, six places to start

Getting started

Set up your account, import clients and send your first invoice.

14 articles

Invoicing and quotes

Create quotes, turn them into invoices, set reminders and take payments.

22 articles

Calendar and scheduling

Book jobs, share the team calendar and sync with Dayline or Mailbox.

11 articles

Integrations

Connect Ledgerly, Tallybook, Bookkeep.ai and the other tools you use.

18 articles

Billing and plans

Change plans, switch to annual billing, update your card and download receipts.

9 articles

Account and security

Manage team roles, turn on two-step login and control who sees what.

12 articles

Popular articles, read most this week

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Send your first invoice in five minutesGetting started · 3 min readTurn an accepted quote into a job and an invoiceInvoicing and quotes · 4 min readConnect Ledgerly or TallybookIntegrations · 5 min readSet up automatic payment remindersInvoicing and quotes · 2 min readInvite your team and set rolesAccount and security · 3 min readSync the shared calendar with DaylineCalendar and scheduling · 3 min read
FAQ

Quick answers, before you ask

The questions our support team hears most often.

Most teams are sending invoices on day one. A full setup with imported clients, team and integrations usually takes two or three days, and we help with every step.
Yes. Upload a CSV or connect Ledgerly or Tallybook, and we bring over clients, open invoices and products. Our team can do the import for you on Growth and Complete.
Go to Settings, then Billing. You can switch plans or cancel anytime. Changes apply right away, and we credit any unused time to your next bill.
No. Clients get a simple link by email or text. They can view the invoice and pay by card or bank transfer without signing up.
Yes. Roles decide who can see prices, send invoices or edit the calendar. For example, Cassy in finance sees everything, while field crews only see their jobs.
Your data is encrypted and stored in EU and US data centers. You can export everything at any time. Read more on our security page.

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