Getting started

Welcome to the Proposal System. Here's the fastest path from "I just logged in" to "I sent my first invoice and it got paid."

Your first 10 minutes

1. Reset your password. The temp password you got from us is one-time only — top right of the admin → Sign out → click Forgot password? → set your real password. Sign back in.

1. Look at the Get Started panel on the home page. It walks you through the same three things below — clicking each one ticks the box.

1. Review your draft invoice at /kz-admin/invoices. We seeded one with the line items you gave us. Edit:

- Replace the placeholder client name with a real client - Confirm the line items + prices reflect actual work - Set the issue date + due date

1. Confirm payment methods at /kz-admin/account. By default e-transfer is on with your email. Toggle on Stripe / cheque / custom as needed. Save.

1. (Optional) Connect QuickBooks at /kz-admin/integrations. When you hit "Connect," we'll redirect you to Intuit, you authorize the link, and from then on every paid invoice auto-syncs to your QB account.

Sending the first invoice

Open the draft, hit Save & stay so totals recalculate, then:

• Send now — fires the email immediately to the client
• Gmail draft — creates a draft in your Gmail outbox so you can review/edit before firing
• Stripe link — generates a "Pay Now" URL the customer can click

Most customers pay via e-transfer. The customer-facing invoice page shows your e-transfer email + reference instructions.

When the customer pays

• E-transfer / cheque / cash: click Mark Paid on the invoice — system flips status, fires automation webhooks (if you set any), syncs to QB if connected
• Stripe: payment auto-fires the webhook, no manual step

Where things live

Need help?

Click the ? Need help button at the bottom of the sidebar — opens a quick form, lands in our inbox, Scott replies by email.