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Getting Started
Set up your account, create your first invoice, and learn the basics.
12 articlesInvoicing
Templates, recurring invoices, multi-currency, and sending tips.
18 articlesPayments
Stripe & PayPal setup, payment tracking, and refunds.
10 articlesExpenses & Time
Receipt uploads, categories, timers, and project billing.
14 articlesTeam & Account
Adding users, roles, permissions, and account settings.
8 articlesBilling & Plans
Plan changes, upgrades, cancellations, and payment methods.
6 articlesPopular Articles
How to create and send your first invoiceSetting up Stripe for online paymentsAdding your logo and brand colors to invoicesTracking expenses with receipt photosInviting team members to your accountSetting up automated payment remindersExporting data and generating reportsConnecting CloudBooks with Zapier
Video Tutorials
Watch step-by-step video guides on setting up and using CloudBooks effectively.
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