Sections
Pick the screen you need help with.
Invoicing
Prepare documents, review their details, issue them when ready and track status.
Charges and instalments
Prepare a single charge or instalment plan, share the link and review payment. Screenshot amounts are sample data.
Admin templates
Find working documents in the catalogue and distinguish their outputs from management modules.
Analytics
Review recorded activity by period and check where the figures come from.
Legal & Privacy
Find platform documents, retain copies and share the appropriate document with your client.