Financials
Invoices, proposals, purchase orders, expenses, time, and getting paid.
- 01Financials→Connect your Stripe accountConnect your firm's existing Stripe account so clients can pay invoices online.1 min read· Updated Jun 12, 2026
- 02Financials→Recording a paymentHow to mark an invoice paid when the money lands — automatic card payments, offline payments, and what each invoice status means.3 min read· Updated May 1, 2026
- 03Financials→Creating an invoiceHow to put together a clean invoice — line items, tax, discounts, the works — and send it to a client.3 min read· Updated May 1, 2026