— help & documentation

questions, answered.

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— 01 / start heregetting started.

install, connect your stripe account, forward your first email. eight minutes to first invoice.

6 articles
— 02 / agreementsagreements & auto-extraction.

how the agent reads contracts, what it flags, how to override what it gets wrong.

9 articles
— 03 / invoicesinvoices & the terms menu.

creating, customizing, and offering early-pay / extended-pay options to clients.

11 articles
— 04 / follow-upfollow-up cadences.

customizing reminder tone, frequency, and when accountable steps in vs. you.

7 articles
— 05 / paymentsgetting paid.

portal setup, ach vs. card, payout timing, handling international clients.

8 articles
— 06 / accountyour account.

billing, plan changes, team seats, data export, closing your account.

5 articles

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