Help Center
20 guides to setting up your business, billing your customers and understanding your numbers.
Getting started
Set up your business and send your first document.
Invoices & payments
Bill customers, chase what's owed, and get paid.
Follow an invoice from draft through to paid.
Price work up front, then turn the accepted estimate into an invoice.
Bill repeat work automatically and chase late payment without writing the email.
Let customers pay an invoice online instead of arranging a transfer.
Set up the details you reuse on every document so you type them once.
Make invoices and estimates look like your business rather than like software.
Expenses & records
Capture receipts, track spending, and keep your books tidy.
Record what you spend and keep the receipt attached to it.
Read the details off a receipt instead of typing them in.
Keep what you owe suppliers in one place alongside what you're owed.
Match your records against your bank statement and find what disagrees.
Reports & accounting
Understand your numbers and close your books.
What the headline numbers mean and where each one comes from.
The three statements that describe your business, and what each answers.
The accounting layer underneath your invoices and expenses.
VAT and GST from the first invoice to the period summary, and what is left for you to do yourself.
Account & billing
Plans, payment, your data, and your privacy rights.