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Support Articles
Looking for some help, need more in-depth information? Check the following articles we have compiled to help you on some frequently questioned topics. If you can’t track it down here, you could send your question to us.
Getting Started
- Enabling and Disabling Add-ons
- Importing Clients
- Importing Items
- Using CurdBee Bridge to Import Data from Freshbooks and Blinksale
- Sending Your First Invoice
- Enabling Expansion Pack
Daily Use
- Managing Contacts
- Enabling Partial Payments for an Invoice
- Using Dashboard Reports
- Sending Reminders and Payment Receipts
- Adding & Editing Payments for Invoices
- Changing Credit Card Information
Customizations
- Using Your Own Domain
- Customizing Email Notifications
- Localizing Your Invoice/Estimate Statements
- Customizing Your Stationery
- Using Discounts, Taxes and Shipping charges
- Enabling the Purchase Order Number Field
- Enabling CurdBee Alerts
Modules
- Sending Estimates
- Using Expenses
- Using Time Tracking
- Generating Time Reports
- Generating Expense Reports
- Using Recurring Billing
- Enabling Snail Mail
Payment Gateways
- Using the GoCardless Payment Gateway
- Using the WePay Payment Gateway
- Using Paypal, Google Checkout, 2CheckOut as Payment Gateways
- Configuring Payment Gateway API Callbacks to Notify of Payments
- Using the Authorize.Net Payment Gateway
- Using Stripe to Accept Payments
