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Tutorials, walkthroughs, and straight answers — and a human at hello@ when those fall short.
Browse by topic
Support topics.
Account & Billing
Plans, seats, your trial, and managing your subscription.
11 articlesClient Portal
What your clients see — approving, paying, and auto-pay.
14 articlesCompanies & Contacts
Clients, vendors, contacts, roles, and portal access.
11 articlesComparisons
Tutorials & how-tos.
9 articlesEstimates
Build, style, send, and track estimates — and turn them into work.
33 articlesExpenses
Log costs, attribute them to projects, and watch your margin.
15 articlesFreelance Business
Running a freelance business: pricing, taxes, contracts, finding clients, and raising your rates.
8 articlesGetting Paid
Getting paid as a freelancer: invoicing, payment terms, deposits, late payments, and the whole money loop.
16 articlesInvoices
One-off and recurring invoicing, statuses, reminders, and tags.
70 articlesPayments
Get paid online, record offline payments, deposits, and refunds.
25 articlesProjects
Run the work: sub-statuses, checklists, discussions, and views.
19 articlesReports & Exports
Dashboards, drilldowns, aging, and CSV/PDF exports.
19 articlesSetup
Create your workspace, set your brand, invite your team, and import your data.
22 articlesTime Tracking
Track hours and turn them into billable invoice lines.
14 articlesStart here
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