Overview
Follow this guide from top to bottom for a complete workflow, or choose a specific topic from the list.
Create an account
Select Start Free, enter your details, and submit the registration form.
Confirm your email
Open the confirmation message and follow its link. If it has expired, request a new confirmation email.
Complete your profile
Follow onboarding to add the account and business details requested on screen.
Configure business information
Open Settings to review business information, currency, payment instructions, branding, and document defaults.
Add your first client
Open Clients, choose New Client, complete the client details, and save.
Add your first project
Open Projects, choose New Project, select its client, complete the available fields, and save.
Step-by-step
- 1
Register and confirm
Create the account and confirm the email address before signing in.
- 2
Complete onboarding
Add the requested account and business information.
- 3
Review Settings
Confirm your business details, brand colour, document footer, numbering, currency, and payment instructions.
- 4
Create the first records
Add a client, then create a project linked to that client.
Helpful tips
- Review the details before saving or sending.
- Use Contact Support if the expected result does not appear.
Common mistakes
- • Using incomplete client or business information.
- • Closing the page before an action finishes.
Frequently asked questions
Where can I get more help with getting started?
Open Contact Support and include the affected page, document number, date and time, browser, exact message, and a screenshot with sensitive information hidden.
Still need help? Contact Support with the affected page, document number, browser, date and time, and exact message.
Related guides
Clients and Projects
Create, edit, and organize client and project records within your plan limits.
Branding and Documents
Configure brand colour, footer, numbering, PDFs, public links, and email attachments.
Account and Security
Sign in, confirm email, reset a password, update account details, and handle account requests safely.