Getting Started with our system
Welcome to our system! This guide will help you set up your account and create your first invoice in minutes.
Create Your Account
Sign up for a free 14-day trial. No credit card required. You'll have instant access to all features.
Set Up Your Team
Create your first team workspace. You can have multiple teams for different businesses or departments. Each team has its own clients, invoices, and settings.
Configure Company Settings
Add your company details including logo, address, and tax information. This information will appear on all your invoices.
Add Your First Client
Create client profiles with their contact and billing information. You can quickly select clients when creating invoices.
Create Your First Invoice
Use our intuitive invoice builder to create professional invoices. Add line items, set tax rates, and customize payment terms.
Key Features Overview
Multi-Team Support
Manage multiple businesses or departments with separate workspaces.
Client Management
Comprehensive client database with full contact and billing information.
Email & Sharing
Send invoices via email or share with public links - no client login required.
View Tracking
Know exactly when clients view your invoices with detailed analytics.
Custom Templates
Multiple PDF templates with your branding and custom payment instructions.
Payment Tracking
Track payment status, overdue invoices, and outstanding balances.
Video Tutorial
5-minute quickstart video
Learn the basics of our system