Dashboard
What needs your attention now — start from actions, not forms.
Needs attention
Overdue invoices, due-soon invoices, and quotes ready to convert.
Continue work
Recent drafts and active invoices that still need action.
Recent payments
Recent documents
Documents
Create, edit, convert, and track quotes and invoices.
Document
Customer
Items
| Item name | Description | Qty | Unit price | Total |
|---|
Subtotal0.00
Tax0.00
Total0.00
Customers
Save details once, then reuse them instantly in documents.
Customer
Account overview and history.
Details
Financials
Tags
Reusable labels for grouping and filtering accounts.
Contacts
People at this account. The primary contact is used to default the email on new documents.
Activity
Notes you add plus an automatic history of changes on this account.
Attachments
Contracts, POs, and supporting documents. PDF, Word, Excel, CSV, images — max 10 MB.
Recurring schedules
Cadence-based invoice schedules for this customer.
Documents
All quotes and invoices for this customer.
Payment history
Generated PDFs
Recurring invoices
Schedules that generate invoices into the global series on a cadence. Run them by hand, or enable the opt-in scheduler.
Schedule
Template items
| Item name | Description | Qty | Unit price | Total |
|---|
Subtotal0.00
Tax0.00
Total0.00
Settings
Company branding and currency used across the app and PDFs.
Company branding
These details appear on generated PDFs.
Currency
Shown next to every amount in the app and on PDFs.
PDF accent colour
Drives the accent on generated PDFs — the title, table header, totals and the "How to pay" heading. Neutral text, borders and table lines stay fixed for legibility.
Payment details
Shown as a "How to pay" block on invoice PDFs — bank name, account number, branch/SWIFT, payment reference.