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Manage general settings
How to initiate your first payment
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Updating company profile
View past invoices
Updating personal profile
How to invite another user
Customer tracker
Add new customers
Edit customer details
Add/Edit contacts
Print customer report
Print contact card
Add/Edit notes
Invoice tracker
Manage invoice groups
Manage tax rates
Create new invoices
View/Edit invoice summary
Manage invoice taxes & other
Add/Edit invoice items
Generating invoices
Sending invoices by email
Manage payment methods
Add/Edit payments
Generating receipts
Sending receipts by email
Manage invoice statuses
Manage common invoice items
Expense Tracker
Add/Edit expenses
Create invoiceable expenses
Manage expense categories
Manage category groups
Export expenses
Generate expense report
Project Tracker *
[*Optional]
Create a project
View/Edit project details
Add tasks
Add name to assigned user list
Manage task backlog
Manage task board
Print task cards
Archive tasks
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