The basics — from signup to your first invoice.
Start a free trial — no credit card required. This creates your own workspace ("shop") for your business data.
Set your company name, address, and tax details in Settings so they appear correctly on invoices.
Add a client under Clients, then create an invoice against them — it's ready to send as a PDF or via the client portal link.
Log expenses with receipts attached, so your reports and tax summaries stay accurate.
Add users under your plan's limits and assign roles so everyone sees only what they need.