Help centre
Guides for every part of the product. The same content ships in the documentation folder of your installation.
Getting started in 15 minutes
Create your workspace, import your first receivables CSV and approve your first reminder.
Importing invoices (and re-importing safely)
Column mapping, validation errors, and why re-imports reconcile instead of duplicating.
Tuning your reminder policy
Stage timing, placeholders, tone guidance and what each default stage says.
Approvals, sending and automatic stops
Who can approve, what's re-checked at send time, and everything that stops a sequence.
The customer status page
What customers see, how payments and disputes work, and demo-mode behaviour.
Plans, billing and limits
Trials, upgrades, cancellation and what happens to your data.