Prepare and review
Carry accepted quote details into an invoice draft, then check it before issuing.
Music: Happy Beats & Business Moves Vol. 1 by Sascha Ende, CC BY 4.0. Excerpt edited and faded for this film.
Illustrated workflow with fictional example details. The film explains the task; the app screens and available actions depend on your pilot setup.
What you can organise01 02 03
Keep the records
Record expenses and payments. Review bank CSV matches before confirming them.
Make the handover easier
Prepare working papers and an accountant pack from the records you keep.
Need a slower walkthrough? Watch the invoice, quote, bank CSV and credit note guides.