Go to Indy
English
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English
Go to Indy
English
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English
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Getting started
Getting started
By Erica and 1 other
2 authors
29 articles
Welcome to Indy 🎉
Setting up your account
Adding your business information
Adding your brand & style
Adding your preferred way to get paid
Getting your contacts into Indy
Importing your contacts
Adding a contact
Projects & Collaboration
Using Project Portals
The client-facing portal view
Chat's all folks!
Contracts
Creating a contract
Invoices
Creating an invoice
Creating a recurring invoice series
Collecting remaining invoice balances
Issuing refunds on invoice payments
Removing invoice late fees
Proposals
Creating a proposal or estimate
Content editing tips
Calendar
Using Calendar
Files
Using Files
Forms
Using Forms
Embedding your form on Webflow
Embedding your form on WordPress
Embedding your form on Squarespace
Embedding your form on Editor X (formerly Wix)
Embedding your form on Create.net
Tasks
Using Tasks
Time Tracker
Using Time Tracker
Indy Extras
Cross-tool automations
Your Digital Assistant
