Documentation

Getting Started

• Introduction
• 1. Server Requirements
• 2. Installation
• 3. Nginx Server Instructions
• 4. Common Installation Errors
• 5. Installing Updates
• 6. Installing & Developing Locally
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Clients

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

Projects

• 1. Projects Overview
• 2. Create Projects
• 3. Project Management

Tasks

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

Leads

• 1. Leads Overview

Estimates

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

Invoices

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

• 1. Expenses Overview

Tickets & Knowledge Base

• 1. Tickets Overview
• 1. Knowledge base overview

Settings

• 1. Main Settings
• 2. Company Settings
• 3. Chage Company Logo
• 4. Theme
• 5. Cron Job Settings
• 6. Client Settings
• 7. Category Settings
• 8. Project Settings
• 9. Leads Settings
• 10. Milestone Settings
• 11. Task Settings
• 12. Invoice - Settings
• 13. Estimate Settings
• 14. Expense Settings
• 15. Tag Settings
• 16. Paypal Payment Gateway
• 17. Stripe Payment Gateway
• 18. Email Settings
• 19. Email Templates
• 20. User Roles
• 22. Tax Settings
• 23. Knowledge Base
• 24. Currency Settings
• 25. Subscription Settings
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Errors & Debugging

• 1. Start Here - Error Logs
• 2. Common Errors & Issues

More

• Language & Translation
• Installing Updates
• Changing the favicon icon
• Changing theme images
• How to make CSS changes
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Subscriptions

• Introduction
• Subscription Plans