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Getting Started
Set up your account, add your business profile, and invite team members.
View GuidesInvoices
Create, send, and manage professional invoices. Track payments and overdue.
View GuidesQuotations
Create quotes, send to clients, and convert to invoices with one click.
View GuidesJob Cards
Track work orders, assign tasks, and manage job progress in real-time.
View GuidesPayments & Receipts
Record payments, generate receipts, and track your revenue.
View GuidesAccount & Billing
Manage your subscription, billing details, and account settings.
View GuidesFrequently Asked Questions
How do I create an account?
Click the "Sign Up Free" button on the homepage. Fill in your name, email, and password. Choose between Individual or Company account. That's it! You'll get a 14-day free trial automatically.
How do I set up my business profile?
After logging in, go to Settings from the sidebar. There you can add your company logo, banking details, VAT number, invoice terms, and contact information. This information will appear on all your documents.
How do I create my first invoice?
Go to Invoices from the sidebar, click "Create Invoice". Select a client, add items with descriptions, quantities, and prices. Set the issue and due dates. Review and save. You can then download as PDF or email it directly to your client.
How do I mark an invoice as paid?
Go to your Invoices list, find the invoice, and click the "Mark Paid" button (checkmark icon). You can also record a payment from the Payments section, which will automatically mark the invoice as paid.
How do I convert a quotation to an invoice?
Go to Quotations, find the approved quote, and click the "Convert to Invoice" button. The system will automatically create an invoice with all the same items and details. You can then send it to your client.
What is a Job Card and how do I use it?
A Job Card helps you track work orders from start to finish. Create one for each job, assign it to a team member, add descriptions, track progress (Pending → In Progress → Completed), and log updates. Perfect for service-based businesses like repairs, construction, or maintenance.
How do I record a payment?
Go to Payments from the sidebar, click "Record Payment". Select the client, invoice number, enter the amount, payment method (cash, bank transfer, card), and date. The system will automatically generate a receipt and update the invoice status.
How do I upgrade or cancel my subscription?
Go to Subscription from the sidebar. You'll see your current plan and available options. Click "Upgrade" to switch to a higher plan. To cancel, click "Cancel Subscription" — your account will remain active until the end of your billing period.
What happens after my free trial ends?
After 14 days, your account will automatically switch to a free limited plan (up to 5 documents). To continue using all features, you'll need to choose a paid subscription. No credit card is required to start the trial, and you can cancel anytime.
Can I add my company logo to invoices?
Yes! Go to Settings → Branding Assets and upload your logo. It will automatically appear on all your invoices, quotations, and receipts. Recommended size: 200x200px (PNG or JPG).
Is my data secure?
Absolutely. We use industry-standard encryption, secure servers, and regular backups. Your data is never shared with third parties. All documents are stored securely and only accessible by you and your team members.
Still have questions?
Our support team is here to help you 24/7