Now that you have configured your company's settings, you can add your line items (which are the products or services you charge for) and apply taxes to them.
Adding your line items now will allow you to quickly generate invoices using service templates down the road.
Tip: You can assign a description, average cost, and up to two tax rates per item. This data will populate by default into your invoice template.
We have the following resources available that can help you or your new staff get up to speed.
We created a full onboarding page to help you get started.
We’ve embedded a “Tutorials” button in the upper right corner of all settings and add-on pages for easy access to relevant guides.
An expanded library of videos, FAQs, and knowledge base articles is also available on our Knowledge Base.
You can easily access this link under Help > Knowledge Base.
1:1 screen-share training is available. You can book unlimited sessions, with each session limited to 45 minutes.
We recommend watching the videos first and listing any questions or areas where you’re stuck. This will help us make the most of your training time.
Book a training session under Help > Book a Training Call
For any urgent questions or concerns, you can chat with our support team under Help > Chat with Support, or call us directly at 855-536-7470 during office hours.