Go to Indy
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English
Go to Indy
English
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English
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Quick-start video tutorials
Quick-start video tutorials
By Erica
1 author
19 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
