Step-by-step Workflows

Build a mechanic invoice using reusable labour and parts, then choose email delivery or a paper handover.

Record counter or ecommerce sales, classify business activity and understand management results without double-counting income.

Track billable work against a client project, review what remains unbilled and avoid charging for the same entry twice.

Use the dedicated Chasing view to distinguish automatic follow-up, paused work and invoices that need attention.

Review branding, invoice defaults, message wording and API access while keeping billing, credentials and tax settings in the right scope.

Choose a team role, track the invitation, verify the selected workspace and revoke access when the job is finished.

Use a consistent client record, control private portal links and review service-agreement scope before requesting acceptance.

Correct a customer charge without confusing the credit document, money returned and products put back into stock.

Understand the dates, assumptions and source records behind each report instead of treating every total as cash in the bank.

Review bank CSV matches before confirming them, then export the right workspace and period for your adviser.

Keep supplier costs organised, review extracted bill fields and distinguish a bill from an expense or a stock receipt.

Create a useful item catalogue, record deliveries and returns, and understand what changes stock when invoicing.

Choose between a one-off scheduled invoice, a recurring series and Stripe Autopilot, and check what will run automatically.

Prepare a clear estimate, follow its acceptance and convert agreed work without treating a quote as payment.

Set up the right business, create a useful first draft and understand the dashboard before adding automation.