Browse help topics
Settings and team
Branding, billing, payments setup, and who can access what.
- Your organization profileKeep your branding and business details accurate everywhere clients see them.
- Inviting your teamBring your teammates into the workspace with the right role from day one.
- Member permissionsGive each member exactly the access their job needs, no more and no less.
- Plans and billingUnderstand what each plan includes and manage your subscription in one tab.
- Limits and fair useKnow exactly what the Free plan includes so nothing stops you mid-job.
- Setting up online paymentsConnect Stripe once and let clients pay invoices by card in their portal.
- QuickBooks sync: what syncs and what doesn'tBusiness planKnow exactly which records reach QuickBooks so your books stay clean without double entry.
- Documents and SKUsKeep reusable files and line items on hand so quotes come together faster.