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GGetting startedFirst steps, your plan and finding your way around.13 articlesQQuotes and invoicesCreate, send, sign, deposits, discounts and credit notes.16 articlesGGetting paidCard payments, receipts and refunds.6 articlesMMarketing and emailsThe email editor, campaigns, reviews and workflows.14 articlesCClients and leadsYour client list, the leads board and follow-ups.11 articlesTTasks, projects and timeTo-dos, the calendar, timers and billing time.10 articlesEExpenses and VATSlips, bills, suppliers, profit and the VAT summary.12 articlesTThe client portalLet clients see, sign and pay on their own.6 articlesSSettings, team and securityYour details, roles, passkeys and backups.14 articlesSSupport and your privacyLogging a ticket and how we ask before we step in.3 articlesSSomething is wrongQuick checks when something does not work.5 articles
Step-by-step guides
Your first quote, from start to paidQuotes and invoicesSet up your business details and brandingGetting startedGet paid online with PayFastGetting paidRecord a payment, a part payment or a refundGetting paidSend statements and chase overdue invoicesGetting paidLet clients sign quotes and pay a depositThe client portalSet up the client portalThe client portalRecurring invoices for retainersQuotes and invoicesConnect your own email so messages reach the inboxMarketing and emailsDesign an email and run a campaignMarketing and emailsAsk for Google reviews automaticallyMarketing and emailsImport your clients and capture website leadsClients and leadsAdd your team and choose their rolesSettings, team and securityTrack VAT and expenses for your accountantExpenses and VATBuild your first workflowMarketing and emails