Help and Support

If you have a question or need help, please look over the documentation below or head over to the forum where we’ll be glad to assist you.

Getting Started

Managing Invoices and Quotes

Reports

• Total Sales Report
• Sales by Client
• Client Performance

Time Tracking

• Using the Time Tracker
• Adding New Projects
• Editing Projects
• Deleting Projects
• Adding New Project Tasks
• Editing and Deleting Project Tasks

Account Settings

• User Settings
• Uploading a Logo
• Invoice and Tax Settings
• Payment Settings
• Change Your Password
• Change Your Subscription
• Export Data
• Cancelling Your Account