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.