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Step-by-step guides for setting up your workspace, invoicing, payments and expenses, and what to do when something doesn't work.
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Getting started
Signing in, setting up your company and inviting your team
- Signing in to your workspaceYour workspace has its own address. Here is how to reach it.
- Setting up your companyCompany details, logo and invoice numbering: the first ten minutes.
- What's already set up for CyprusVAT rates, payment modes and expense categories arrive ready in every workspace.
- Inviting your teamAdd staff accounts and decide what each person can see and do.
Invoices, estimates and proformas
Everything you send to customers before and after the sale
- Creating and sending an invoiceFrom a new invoice to the customer's inbox in a few clicks.
- Recurring invoicesBill retainers and subscriptions automatically every month, quarter or year.
- Proforma invoicesAsk for payment before you issue the tax invoice, with its own PRO- numbering.
- Estimates and turning them into invoicesSend a quote, let the customer accept it online, and invoice it in one click.
- Credit notesCorrect or cancel an invoice the right way.
Payments and expenses
Money in, money out, and reading receipts with AI
- Recording a paymentMark an invoice paid, in full or in part, and send a receipt.
- Recording an expenseLog a cost with its VAT and keep the receipt with it.
- Scan & Fill: reading receipts with AIPhotograph a receipt or drop in a PDF, check the values, save.
- Bills with VAT-exempt charges (EAC and others)Why an electricity bill doesn't divide neatly by 1.09, and how it is recorded.
Customers and the portal
Customer records, contacts and what your customers see
Plans and account
What each plan includes, its limits, and several companies
Troubleshooting
When something doesn't work the way you expected
Didn't find what you were looking for?
Email us or call us and we'll answer as soon as we can. Mention your workspace name so we can help faster.