Software Reference


Table of Contents  > Overview

Welcome to the Administrator Guide. Our goal with these help files is to cover every feature in a straightforward manner. Where applicable, we'll suggest ways you can use for your business, but mostly we are detailing all the features. These help files do not need to be read from front to back. was designed to be intuitive and there is a lot of helpful popups and suggestions within the software that will help guide newcomers. You'll probably only need these help files to learn more about specific topics. If there's anything you don't understand, you can always open up a support ticket, which are always free, and we'll gladly answer any question you have. There is also a system FAQ that answers some of the more common questions.

Billing systems really should be easy to use. At one end of the spectrum is a worker doing what they do: work. At the other end of the spectrum is a client doing what they do: making payments. performs its magic in the middle, by making each step in between effortless.

In the following pages, you will find step by step guides to every feature. is a multi-faceted system and there is a good chance that you will not need to know how to use every feature. View this guide as a smorgasbord, and only pick at the features you want. You can jump around and skip over sections. We begin with a overview of the various features.