All tutorials
Sales, Invoicing & Customers
Manage customers, quote jobs, invoice them, and track who still owes you money.
01 4 min
Add your first customer
Build a customer record you can quote and invoice against.
02 5 min
Quote a job, then convert it
Send a quote and turn it into an invoice with one click when it's accepted.
03 4 min
Record a payment
Log partial or full payments and watch the invoice status update.
04 5 min
Track overdue invoices
See exactly who owes you money, for how long, and catch a slipping account before it's a write-off.
