Help Please Choose a section:
Tasks

This Tasks page has quick links for managing your clients, invoices, timesheets etc. Most buttons should be fairly self explanatory!

You can also edit your contact details and preferences on this page

Clients

The Clients page is the main page for managing your clients

  1. Creating a Client
  2. Invoicing
  3. Timesheets and Projects

Creating a Client

  • Click on the 'Create New Client' Button at the top right of the clients page
  • A new client form will open
  • Fill out the contact details (will be used for invoicing etc.)
  • Click submit

Invoicing

Creating an Invoice for a Client

  • Click on the Invoice button at the top of the clients page
  • A choose client list appears
  • Select the client you wish to invoice, and click submit
  • A new invoice form appears
  • Fill out the details (the client address is automatically filled out)
  • Click Submit

Prining an Invoice

  • Once you have created an invoice you can create a pdf (printable) invoice
  • If you are not on the invoice page (as above), goto to clients page and open the invoice you wish to print
  • Click on the Print button at the bottom:

Recording Payments on Invoices

  • When the invoice is paid, you can keep a record the payment details.
  • If you are not on the invoice page (as above), goto to clients page and open the invoice you wish to print
  • Insert the date, value and payment type into the new payments section at the bottom of the invoice page
  • Click New Payment