Welcome to Our Help Site

• Contacts vs Clients
• Inviting Contacts

• Accepting Payments Online
• ACH Payments (through Stripe)
• Client Payment Profiles
• Deposits and Retainers
• Invoicing Lifecycle and Statuses
• Late Fees
• PayPal IPN, Automatically Recognizing Payments, and Refunds

See all articles in Invoicing →

• Contractors
• Staff Client Access
• Staff Roles

• Displaying Dates in Other Formats
• Invoice Item Dates
• Variables

• Time Entry Rounding

• 14 Day Trial
• Account Closure and Data Removal

• Email Sending, Delivery, and Custom SMTP
• Extra Fields in Clientary
• How do I make my logos look good?
• Language and Translations
• Sending Clientary invoices, estimates, and proposals through your own Email Server.
• SPF Records and Email Deliverability