Indy

Gabriela Magaña

Quick-start video tutorials

How to get started with Indy

How to create and manage new contacts

How to import contacts

Getting started basics

How to create an invoice

How to save line item templates

How to connect payments to invoices

How to add time tracks to invoices

How to set up invoice automations

How to set up recurring invoices

Using Invoices

How to create a contract

How to make changes to a signed contract

How to switch to free-edit mode

Using Contracts

How to create a proposal

How to embed things in proposals

How to set up automations in proposals

Using Proposals

How to manage projects

How to use client portals

How to manage tasks

How to upload, share, and collaborate on files

Project management and collaboration

Privacy

Terms

Copyright

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