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Starting a new invoice or quote, chatting it in the way you'd type a WhatsApp message, and finding the document afterwards.

Saving a client's details and what you charge for, then building a proper business document from them instead of typing it into the chat.

Seeing what one customer owes you across every invoice, and sending them a reminder.

Marking an invoice paid, taking a deposit or a part payment, and putting one EFT against several invoices at once.

Billing the same group of clients the same invoice every month, like a levy or a flat fee, without typing each one out by hand.

What you billed month by month, who your best customers are, how many quotes turn into work, and the VAT you've charged.

Sending the year's books to a bookkeeper in Xero, QuickBooks, Sage or spreadsheet form, and downloading your own copy of everything.

Closing your account for good: what to save first, what gets deleted, and what happens to a subscription you're still paying for.

What the two settings mean, and if you're not VAT registered, why you can skip this one entirely.

Choosing a plan once your free trial isn't the point any more, and what happens to your billing when you switch or cancel.