Practical guides for your working day
Know your tools.
Keep your business organised.
Step-by-step help for receipts, jobs, billing, mileage and tax records — with screenshots from the app.
Search covers the full guide text, not just titles.
Your first job, from setup to invoice
Set up your business, price a quote, record receipts and prepare an invoice.
Start here
2 guidesReceipts & expenses
3 guidesScan and import receipts
Capture multiple pages, import photos or PDFs, and review extracted fields before saving.
Read guideReview and manage expenses
Edit receipt details, split personal items, reassign jobs, search records and share evidence.
Read guideSet up recurring expenses
Schedule repeated bills, choose automatic or manual recording and inspect each recorded installment.
Read guideJobs & clients
2 guidesBilling & payments
3 guidesPrepare, accept and invoice a quote
Build a quote from job items, send a fixed version, retain acceptance evidence and convert it to an invoice.
Read guideCreate, send and manage invoices
Invoice an accepted quote, enter an advance, mark bills Paid manually, and void an issued invoice when necessary.
Read guideRecord payments and money returned
Record customer receipts on the job, track overpayments and refunds, and understand the manual invoice workflow.
Read guideMileage
2 guidesDaily work
2 guidesTax & exports
2 guidesSettings & privacy
4 guidesBusiness profile, country and settings
Configure document identity, tax years, country datasets, sync and route storage.
Read guideSet up and troubleshoot iCloud sync
Use one Apple account, apply sync changes with a restart and handle conflicts without losing records.
Read guideApp Lock, permissions and privacy
Control authentication and device permissions, and understand what stays on your devices.
Read guideFree plan and Pro subscriptions
Understand creation limits, real tax exports, eligible offers, restores and cancellation.
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