Help Center
Welcome. Pick what you're trying to do.
Getting started
- Getting started — first 10 minutes after you log in
- Branding your invoices — logo, colors, business name
Invoicing
- Send your first invoice — start to finish
- Payment methods — e-transfer, Stripe, cheque, custom
- Import past invoices — bring your QuickBooks / spreadsheet history in
Integrations
- Connect QuickBooks — auto-sync paid invoices
- Connect GoHighLevel — sync clients to your CRM
- Automation webhooks — fire on paid / sent / overdue
Account
- Invite your team — multiple users, role-based
- Troubleshooting — common gotchas + fixes
Still stuck? Click the ? Need help button at the bottom of the sidebar inside the admin — Scott personally reads every ticket.