Getting started
Getting started with your workspace
Learn the first screens to check when you log in and where to find invoicing, clients, expenses, and settings.
Read articleHelp Center
Help your team get more from the workspace
Practical guides for setting up your workspace, sending invoices, managing clients, and keeping daily operations organized.
Featured articles
Start with the most common workspace workflows.
Clients
How to manage clients
Use the clients area to review customer records, add new contacts, and keep billing details accurate.
Read articleExpenses
How to record and review expenses
Track uploaded receipts and supplier invoices, then review which expenses still need attention before confirmation.
Read articleOrganization settings
How to update organization settings
Review your legal company profile and contact details so new invoices are issued with accurate business information.
Read articleInvoices
How to view and manage invoices
Use the invoices list to search, filter by status, and open the invoice you need to review or follow up.
Read articleInvoices
How to create and edit an invoice
Start a new invoice from the invoices area, complete the client and line items, and save or issue it when you are ready.
Read articleBrowse by category
Getting started
Set up your workspace and learn the main navigation flows.
2 articlesOpen category
Invoices
Create, send, edit, and track invoice workflows.
2 articlesOpen category
Clients
Keep client records accurate and ready for invoicing.
1 articleOpen category
Expenses
Record expenses and review their status before export.
1 articleOpen category
Organization settings
Update company details, invoice defaults, and configuration.
1 articleOpen category
Gestorias
Work with your gestoria and shared access flows.
0 articlesOpen category
Getting started
Set up your workspace and learn the main navigation flows.
Getting started
Getting started with your workspace
Learn the first screens to check when you log in and where to find invoicing, clients, expenses, and settings.
Read articleGetting started
How to use the dashboard
Understand the summary cards, required actions, and recent activity so you can spot what needs attention quickly.
Read articleInvoices
Create, send, edit, and track invoice workflows.
Invoices
How to view and manage invoices
Use the invoices list to search, filter by status, and open the invoice you need to review or follow up.
Read articleInvoices
How to create and edit an invoice
Start a new invoice from the invoices area, complete the client and line items, and save or issue it when you are ready.
Read articleClients
Keep client records accurate and ready for invoicing.
Clients
How to manage clients
Use the clients area to review customer records, add new contacts, and keep billing details accurate.
Read articleExpenses
Record expenses and review their status before export.
Expenses
How to record and review expenses
Track uploaded receipts and supplier invoices, then review which expenses still need attention before confirmation.
Read articleOrganization settings
Update company details, invoice defaults, and configuration.
Organization settings
How to update organization settings
Review your legal company profile and contact details so new invoices are issued with accurate business information.
Read articleCan't find what you're looking for?
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