A little guidance.
A clear next step.
Practical guides for your business, your practice, and the work in between.
Start with your workspace.
Browse by topic.
From the first connection to the last follow-up.
Time & timesheets
Set up your people, record hours, and export time. Enable timesheet approval if your firm needs a review step.
3 guidesGetting started
Choose your workspace and get ready for your first follow-up.
4 guidesInvoices & accounting
Connect QuickBooks, import a spreadsheet, and keep records clear.
6 guidesReminders & follow-ups
Prepare messages, approve them, and understand delivery.
3 guidesReplies & payments
Handle conversations, payment promises, and changing balances.
4 guidesTeam, access & security
Work with your team or bookkeeper and stay in control.
4 guidesPlans & billing
Understand your trial, subscription, and reminder allowance.
3 guidesAll guides, in one place.
27 guides
Handle a reply and resume follow-up
Review the conversation, record the next step, and avoid sending an old held message.
Replies & payments · Both workspaces · 1 min readTrack a payment promise
Record an agreed amount and date without changing the invoice balance.
Replies & payments · Both workspaces · 1 min readRecord payments and credits in the right place
Keep cash received, balance adjustments, and accounting ownership distinct.
Replies & payments · Both workspaces · 1 min readRead balances and collection reports
Understand outstanding invoices, recorded cash, and separate currencies.
Replies & payments · Both workspaces · 1 min readInvite teammates and choose their roles
Give each person the access their work requires.
Team, access & security · Both workspaces · 2 min readWork with your bookkeeper
Invite your bookkeeper into your business without moving your records or subscription.
Team, access & security · For business owners · 2 min readProtect your sign-in and recover access
Use an authenticator, keep recovery codes, and reset your password safely.
Team, access & security · Both workspaces · 1 min readExport records or close a workspace
Understand exports, cancellation, and closure before choosing an action.
Team, access & security · Both workspaces · 1 min readStill need a hand?
Tell us which step you are on. We will help you find the next one.