Common Questions
Quick answers about clients, services, documents, company info, data removal, and subscription perks.
QHow to create a client?
Provide the client’s details or pick one from your phonebook. Required fields are marked with the * symbol.
QHow to create a service?
Enter the service details. Required fields are marked with the * symbol.
QHow to create a new document?
On the Documents tab, tap Create New Invoice. If you have a template for a specific customer/service, choose it; otherwise select New Invoice to start from scratch.
Set the document date, payment terms, payment method, and primary language. After selecting a customer and at least one service, you can create, save, and/or share the document. Subscribers can also use templates for faster creation.
QHow to change/add my company's information?
On the Documents tab, use the information icon to update or add company details.
QHow to remove a particular document, client, or service?
Swipe the item and confirm deletion by selecting Yes in the alert.
QHow to remove all of my application's data?
Go to the Settings tab and tap Remove account.
QWhat are the benefits of using the app with a subscription?
Subscription unlocks all premium features, including creating and storing an unlimited number of invoices each month.