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Watch a quick walkthrough, then follow the steps below to set up your business and start sending professional documents.
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Business setup + first document walkthrough
Quick setup steps
1. Set up your business profile
Add your business name, logo, and payment details so your documents are auto-filled professionally.
2. Create your first document
Start with invoice, quotation, or receipt, then customize client details and amounts.
3. Share and track confidently
Send via link or PDF and keep your records organized as your workflow grows.