Help centre

Go to Settings → Company. Add your company name, address, phone, email and logo. Under Invoicing, set your VAT rate, payment terms, numbering prefixes and bank details — these appear on every invoice.

Team → Invite a teammate. Choose a role (Salesperson, Manager, Accountant, Administrator…) and share the link by WhatsApp or email. Links work once and expire after 7 days. Your plan sets how many users you can have.

Customers (or Leads, Contacts) → Import CSV. Download from Excel or Google Sheets as CSV, match the columns, check the preview (duplicates by email or phone are flagged), then import.

Sales Pipeline shows every deal by stage. Drag deals between stages, set a next action and date, and record a reason when a deal is lost. Rename stages in Settings to match how you sell.

Invoices → New invoice, or convert an accepted quotation. Add line items; totals and VAT are calculated for you. Issue the invoice to lock it, then use Print / Save as PDF to send it. Record payments as they come in — Collections shows who owes you and for how long.

New workspaces start with clearly labelled sample data so you can explore. Sample records are marked and can be removed in one click from the banner at the top of the app or in Settings. Sample data never affects your billing.

See Billing & plan in the app for your plan, renewal date and receipts. Read our cancellation & refunds policy.

We offer setup, data migration, staff training and custom workflows. Request implementation services.