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Guides for workspaces, teams, templates, inventory, printing and your business records
Prefer to see how it works?
Follow a fictional business through the real app, with screenshots and practical walkthroughs.
Featured guides
Creating Professional Quotes
Learn how to create and send professional quotes to potential clients.
Adding and managing supplier bills
Add one or several supplier invoices, record payment details and correct a paid date.
Bills and expenses explained
Choose between a supplier bill, an expense and a sales invoice without counting the same cost twice.
What Are Service Agreements?
Learn about legally-binding service agreements and when to use them.
What is Experi?
Understand how Experi connects invoicing, incoming bills, sales records and management reporting.
Creating Your First Service Agreement
Step-by-step guide to creating and sending your first agreement.
Browse by Category
Getting Started
Set up Experi and learn the core workflow
Step-by-step Workflows
Illustrated guides from first invoice to reviewed business records
Invoices
Create, reuse, print, send and follow up invoices
Quotes & Proposals
Professional quotes and proposals for your clients
Teams & Workspaces
Choose the right business, invite colleagues and control team access
Service Agreements
Legally-binding service agreements with electronic signatures
Projects
Organise client work, budgets and unbilled value
Time Tracking
Track billable hours with live timers and manual entry
Products, Services & Inventory
Recall repeat work and manage operational stock, receipts and returns
Bills & Expenses
Record supplier invoices, review emailed Draft Bills and track business costs
Clients
Manage client records and secure document access
Financials & Other Sales
Portfolio reporting, non-invoice sales, business P&L, shared costs and accountant exports
Reports & Analytics
Dashboard, tax, VAT and management reporting explained
Settings & Account
Configure business details, automation, security and preferences
Billing & Subscriptions
Manage the Experi plan and Stripe billing portal
Pricing & Plans
Current Free limits, Pro trial, pricing and cancellation guidance
Security & Privacy
Protect access, export data and understand privacy controls
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