Knowledge Base

Getting Started

2

• Quick Start Guide
• Your Next Steps

Clients

3

• 1. Clients Overview
• 2. Create, Edit & Delete Client Accounts
• 3. Client Management

Cases

3

• Cases overview
• Create Cases
• Case Management

Tasks

3

• 1. Milestones
• 2. Tasks
• 3. Time Tracking

Prospects

1

• Prospects Overview

Estimates

3

• 1. Estimates Overview
• 2. Creating Estimates
• 3. Editing Estimates

Invoices

5

• 1. Invoices Overview
• 2. Creating Invoices
• 3. Editing Invoices
• 4. Recurring Invoices
• 5. Invoice Products

Expenses

1

• 1. Expenses Overview

Support & Ticket

1

• 1. Tickets Overview

Subscription

2

• Introduction
• Subscription Plans

Knowledgebase

1

• 1. Knowledge Base Overview

FAQs

1

• About KB Add-ons

Settings

23

• 1. Main Settings
• 2. Company Settings
• 3. Change Company Logo
• 4. Theme
• 5. Client Settings
• 6. Category Settings
• 7. Case Settings
• 8. Prospect Settings
• 9. Milestone Settings
• 11. Invoice - Settings
• 12. Estimate Settings
• 13. Expense Settings
• 14. Tag Settings
• 15. Paypal Payment Gateway
• 16. Stripe Payment Gateway
• 17. Email Settings
• 18. Email Templates
• 19. User Roles
• 20. Tax Settings
• 21. Knowledge Base
• 22. Currency Settings
• 23. Subscription Settings
• 10. Task Settings

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