Getting started and finding your way
Choose an invoice, estimate, proposal, or payment link
Choose the document that fits the next step with your customer.
Review dashboard totals and pending work
Read the dashboard with the selected business, reporting period, and currency in mind.
Find a record with search, filters, and sorting
Clear the current scope before assuming that a record is missing.
Navigate the app on a phone or tablet
Use the compact controls to work with lists and documents on a phone.
Follow the dashboard guide to your first invoice
Use the dashboard guide to work through the first saved setup steps.
Set up your business before you send your first invoice
Set your identity, document defaults, and payment choices before preparing a customer invoice.