Skip to main content
The sidebar on the left contains all your main selections:

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Invoices

  • Invoices: View all of your invoices
  • New Invoice: Create a new invoice
  • Templates: Manage saved invoice templates
  • Drafts: View unsent draft invoices
  • Recurring Invoices: Manage automated recurring billing

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Quotes

  • Quotes: View all quotes
  • New Quote: Create a new quote
  • Drafts: View unsent draft quotes

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Clients

  • Clients: View all clients
  • Import Clients: Bulk import via CSV

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Reporting

  • Finance Reporting: View financial reports and analytics

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Settings

  • Profile: Personal Information
  • Business: Business details and branding
  • Address: Business Address
  • Invoice: Invoice defaults and preferences
  • Banking: Payment and banking information
  • Notifications: Email and notification preferences
  • Account: Account settings and subscription

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Dashboard Home

  • Recent Invoices: Quick access to your latest invoices
  • Quick Stats: Overview of paid, pending and overdue invoices

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Tips for Navigation

  1. Save frequently used templates
  2. Use filters to find specific invoices Bookmark important pages in your browser.
Familiarise yourself with the layout and you’ll be navigating like a pro in no time!