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Search our knowledge base for guides on invoicing, payments, and managing your team.
Get set up in 30 minutes
Follow the guided setup path from workspace → clients → invoices → PayGate → vault. Each page includes steps, links, and UI previews.
Browse by Category
Getting Started
Create your account, set up your business profile, and send your first invoice in minutes.
Invoicing
Create professional invoices, set up recurring billing, send by email, and track payments.
Expenses
Track business expenses, set up recurring costs, calculate net profit, and export to CSV.
PayGate & Payments
Connect PayFast, Yoco, or other providers. Accept card payments and EFT from invoices.
PayGate setup
Enable PayGate, set a primary provider, and verify webhooks are working.
Clients & CRM
Manage your client database, view invoice history, and organize by company.
Client Portal Links
Send invoices by email with a secure link so clients can view and pay online.
Settings & Billing
Manage your subscription, update payment methods, and configure notifications.
Workspace
Workspace defaults, team members, and multi-business setups.
Vault
Store receipts and documents, and keep your admin organised.
Troubleshooting
Quick fixes for common issues and where to look first.
Support
Contact our support team, report bugs, or request new features.