Get started

1. Create your account. Open the verification email and select Verify email.
2. Create or select a workspace. Use the business name and correct timezone.
3. Add a customer and billing contact. Use an address the customer has approved for invoice communication.
4. Create an invoice. Check its number, amount, currency, due date and saved recipient.
5. Connect a mailbox. Open Email centre → Mailboxes and connect Gmail or SMTP.
6. Choose a sequence. Create one from a preset, then open the invoice's Follow-ups tab to preview and activate it.
7. Check Upcoming follow-ups. Review the next step and any blockers. Approve AI drafts when needed.
8. Record payments. Verify funds and allocate them to the invoice to update its balance.

Invited teammates should open their invitation instead of registering again. New invitees set a password; existing users sign in and accept.

Next: Try a complete example or choose an email flow.