Help Center
Invoices
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Getting started with invoices
Approve your first invoice in three steps.
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Invoice list
Browse, sort, filter, and act on invoices in any view — Inbox, Archive, or your custom views.
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Invoice detail
Review, edit, and approve an individual invoice — fields, line items, PDF viewer, approval log, notes, and history.
Company Settings
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Company settings
Configure your company's name, invoice email, currency, locale, notifications, security policy, and workflow defaults.
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Company users
Manage who has access to your company — invite new users, add existing ones, set roles and approval limits, and remove access.
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Resources
See how much storage, documents, and files your company is using — broken down by category.
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Add-ons
Enable or disable paid feature modules for your company — invoice lines, AI extraction, custom fields, API access, and accounting.