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Helpers
Membership
How to register
How to change your plan
How to login
Manage general settings
How to initiate your first payment
Forgot password?
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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Helpers Info Menu
Membership
How to register
How to login
Forgot password?
Manage general settings
Updating company profile
Updating personal profile
How to change your plan
How to initiate your first payment
View past invoices
How to invite another user
Customer tracker
Add new customers
Edit customer details
Add/Edit contactss
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
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
Expense Tracker
Manage your expense details
Add/Edit expenses
Create invoiceable expenses
Manage expense categories
Manage category groups
Export expenses
Generate expense report
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