Products & Services Module

Effortlessly manage products and services with this module. Add and organize items for invoicing, including details like name, description, unit label (e.g., hour, piece), and prices. Streamline your invoicing process with comprehensive product and service management tools.

• User Guide

My Companies Module

Manage company details effectively with the My Companies module. Easily add and organize company information including name, website, email, phone, logo, billing address, tax IDs, and sales tax rates. Streamline invoicing and business operations with comprehensive company management tools.

• User Guide

Customers Module

Efficiently manage customer data with the Customers module. Easily add and categorize customers with detailed information like name, email, phone, and billing address. Customize with tags and internal notes for better organization and invoicing.

• User Guide

Time Tracking Module

Efficiently manage project time with the Time Tracking module. Log time entries with options for billability, details like title, description, customer, and time spent. Export data easily and enhance productivity with attachments and external links.

• User Guide

Bank Module

Track bank transactions effortlessly with table view, automatic syncing via connections, and manual entry options. Connect accounts securely using Bank Integration for seamless transaction management.

• User Guide