Guide 01 · 2 min 39 sec
Create and review an invoice
Business details, saved customers, invoice drafts, review and sharing.
Take it step by stepA slower look at
A slower look at
the money admin.
Practical pilot walkthroughs for preparing documents, reviewing payment matches and keeping a clear record.
These captioned walkthroughs were recorded in the pilot with fictional businesses and figures. The navigation and screens may have changed since recording. Check the current app prompts and your business details before issuing documents; tax treatment and working papers need your accountant's review.
Guide 02 · 2 min 5 sec
Share an approved quote
Review the customer view, follow acceptance and turn the accepted quote into an invoice draft.
Guide 03 · 2 min 35 sec
Review a bank CSV
Import a bank CSV, review suggested matches and confirm the right receipt.
Guide 04 · 2 min 14 sec
Record a credit note
Prepare and review a correction while keeping the original document in the records.