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Getting Started
Account setup, onboarding, and first steps
10 articles in this category
Account Setup
Create your account and complete the initial setup
AI access guide
Understand how AI features work, manage access for your team, and track upload credits
Company Profile Configuration
Configure your company details, logo, and business information
Dashboard Overview
Understanding your dashboard metrics and widgets
Creating your first invoice
Step-by-step guide to creating and sending your first invoice
Free trial
Try all features free for 60 days with no credit card required
Inviting Team Members
Add team members and assign appropriate roles
Keyboard Shortcuts
Work faster with keyboard shortcuts
Navigation Guide
Learn how to navigate the platform efficiently
Settings Overview
Configure platform settings for your business needs
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