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Template support centerFrontend demonstration · requests stay in this browser
Guide areas
3
Knowledge articles
5
Account
BF-ACME-2048

Service operations

Open support cases

3 active · 1 awaiting customer
Payment export mismatchBF-1284 · Finance operations
High
Invoice reminder scheduleBF-1279 · Billing workflow
Normal
Workspace access reviewBF-1272 · Account security
Waiting
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What would you like to solve?

Invoice workflowCreate, send, remind, or export Payment questionMethods, receipts, and settlement Account accessSecurity and workspace controls

Billing guides

Invoices, payments, taxes, and exports.

Account security

Sign-in, permissions, and data protection.

Demo state

System status component

Example operational state ready to connect to a status API.

Frequently asked questions

Quick answers for the most common workflows.

How do I resend an invoice?

Open the invoice from the Invoices page, select Send, confirm the recipient, and send it again. The activity remains associated with the invoice.

Can I change the default tax rate?

Yes. Open Settings, choose Invoice defaults, and update the tax rate. You can still override it on an individual invoice.

Where can I export payment records?

Use Export CSV on Payment History. The selected date range and payment-method filters are applied to the export.

How are overdue invoices calculated?

An unpaid invoice becomes overdue after its due date in your account timezone. Recorded payments immediately remove it from the overdue balance.

How do I update company details on invoices?

Update Company profile in Settings. New invoices use the updated information; existing finalized invoices retain their original record.