Indy Help Center
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Go to Indy
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Quick-start video tutorials
Quick-start video tutorials
Erica Rosas avatar
By Erica1 author19 articles

Getting started basics


How to get started with Indy
How to create and manage new contacts
How to import contacts

Using Invoices


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 Contracts


How to create a contract
How to make changes to a signed contract
How to switch to free-edit mode

Using Proposals


How to create a proposal
How to embed things in proposals
How to set up automations in proposals

Project management and collaboration


How to manage projects
How to use client portals
How to manage tasks
How to upload, share, and collaborate on files
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