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Getting started with financials
Getting started with financials
Leo Bassam avatar
Written by Leo Bassam
Updated over a week ago


Create invoices, split invoices, and schedule subscription invoices for your clients with just a few clicks.

Here are the three main topics you need to be familiar with to get started with financials:

1) Invoicing

Send invoices in minutes, track when they are opened, and get paid swiftly through a variety of payment methods like PayPal, Stripe, manual bank transfer, and/or Square (coming soon!)

2) Subscriptions

With subscriptions you never have to worry about forgetting to bill your customers again, especially when charging for recurring services or retainers.

3) Sell products/packages using items

With items you can enter your products/service packages to be quickly added to your invoices, subscriptions, forms, and proposals.

๐Ÿ‘‰Create an item (product/package)
๐Ÿ‘‰Edit an item
๐Ÿ‘‰Add an item to an invoice, subscription, proposal, or form
๐Ÿ‘‰Add an item using slash command

4) Getting paid

Connect your payment provider and take payments through Invoices, Subscriptions, Proposals, and Forms.

๐Ÿ‘‰Setup payment method on invoice
๐Ÿ‘‰Manual vs auto-billing subscriptions
๐Ÿ‘‰What clients see at checkout

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