A beginner’s guide to using the platform. Learn how to set up your account, navigate the dashboard, and understand key features. Perfect for first-time users to get started with ease.
Learn how to configure your system preferences, customize invoice templates, manage user roles, and integrate third-party tools like SMS services. This section helps you personalize your platform experience.
Manage your sales process effortlessly. From adding customers and products to generating estimates and invoices, this category covers everything you need to streamline your sales operations.
Track your expenses and manage purchases effectively. Add bills, categorize transactions, and keep vendor relationships organized. Gain control over your business’s spending.
Set up and manage tax rates such as GST or VAT to stay compliant with local regulations. Organize your income and expense categories for accurate financial tracking and reporting.
Access detailed reports and insights to track your business performance. Generate profit and loss statements, tax summaries, and transaction analytics to make informed decisions.
Manage your workforce with tools for configuring departments, tracking employee attendance, and processing payroll. Keep all HR operations in one centralized system.
Earn by sharing the platform! Learn how to use referral links, track your earnings, and request payouts. Find tips on how to promote the platform and maximize your commission.
Explore and manage subscription options. Learn how to view your current plan, upgrade to better plans, and handle payment methods. Keep track of your account and billing history effortlessly.
Use handy shortcuts to create invoices, add employees, and more. Learn how to change your language preferences, set country-specific options, and personalize your platform for convenience.
Get answers to the most common questions and resolve issues quickly. This section provides step-by-step solutions for login problems, billing queries, and other technical challenges, along with support contact options.