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The guides most people need first.
- Verify Your Email Confirm your address so you can send quotes and invoices and connect your payment account.
- Create a Quote Build a quote on a blank document page, price the work, and send it to the customer.
- Create an Invoice Add a customer, dates and line items, then save the invoice as a draft to send later.
- Collect a Card Payment Charge a customer's card yourself, or share the payment link and let the customer pay it.
- How a Customer Approves a Quote Set the signature requirement and see what each customer response records.
- Set Up a Recurring Invoice Bill a customer on a repeating schedule, emailed or charged to a saved card.
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