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Help centre

Practical guidance for setting up a business and keeping accurate records.

Getting started

  1. Create and confirm your account.
  2. Enter the business name, state and invoice settings.
  3. Add products and customers.
  4. Create an invoice. It is saved locally before cloud synchronization.

Cloud sync

Use Cloud Sync to review pending events and retry. Never uninstall or clear application data until your cloud copy and independent backup are verified.

Tax preparation

Complete all requested income and taxpayer information. Invoice totals alone are not a complete income-tax return. Review the result and use the official Income Tax workflow.

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