Knowledgebase

How do I log in?

Open Login, enter your email, and use the magic link we send. First visit creates your studio. Later visits log you in. No password to remember.

Magic link did not arrive

Check spam and promotions. Wait two minutes. Confirm SMTP is set on this install if you are Dev. Ask Dev to verify your email in Settings. Request a fresh link from Login.

Magic link says expired or invalid

Links are short lived and meant for one person. Request a new link. Do not forward an old link to someone else.

I was logged out

Sessions last about seven days or until you tap Log Out. A new browser, cleared cookies, or a new device needs Login again.

Can two people share one login?

Each studio should use its own email. One account sees only its own clients and invoices. Sharing one login mixes books.

Guest vs logged in

Guests see public pages and sample data. Your real clients, invoices, and totals appear only after Login.

What does Dash show?

Collected income, open invoices, spend, year charts, and recent work. It is the calm start of the day.

Totals look wrong on Dash

Check invoice status. Draft is not collected. Sent is open balance. Paid is income. Void is ignored. Expenses use Paid for spend.

Charts show no data

Create invoices and expenses with dates in the current year. Paid invoices use paid date when set.

How do I add a client?

Clients, New Client, name and email at minimum. Email is required to send invoices and pay links.

Send Invoice says client email missing

Open the client card and add an email. Save. Return to the invoice and send again.

Can I delete a client?

Edit the client and clear fields you no longer need, or ask Dev if removal is required on this install.

Client sees another studio's data

That should never happen. Log out, log in with your own email, and open Support Tickets if it persists.

What is a goods/service line?

A product or service you sell once and reuse on invoices. Name, rate, category, Draft, Active, or Archived.

Missing on new invoice

Only Active goods/services appear in the picker. Move it to Active on the Goods & Services list.

Wrong rate on invoice

Invoice lines copy the rate at pick time. Edit the invoice line or update the catalog line for the next invoice.

How do I create an invoice?

Invoices, New Invoice, pick client, add goods/services or lines, set dates and tax, save.

Draft vs Sent vs Paid vs Void

Draft is private. Sent is owed. Paid is closed. Void is cancelled and ignored in totals.

How do I email an invoice?

Open the invoice, Send Invoice, confirm. Client gets the PDF and a pay link when Stripe is connected.

Email did not send

Dev must set SMTP on the host. Client must have email. Check the error on the invoice page. Try Download Pdf and mail it yourself if SMTP is down.

Where is Due vs Paid?

Due Invoices lists Sent and not Paid. Paid Invoices lists closed invoices. Draft stays in Draft Invoices.

How do I mark Paid without Stripe?

Edit the invoice, set status Paid, save. Use this for cash or bank transfer outside the app.

PDF or print looks wrong

Set business name, address, and currency in Settings. Brand name and icon live under Settings Brand and Icons.

Invoice number sequence wrong

Settings, Invoice Prefix and the next number field. Each new invoice increments the counter.

Client paid but invoice still Sent

If they paid through Stripe, wait a minute and refresh. If paid offline, set status Paid manually.

How does client pay online?

Dev connects Stripe under Settings Get Paid. You Send Invoice. Client opens the pay link and uses Stripe Checkout. Card stays with Stripe.

Pay link missing in email

Stripe must be connected. Invoice must be Sent, not Draft. Send again after Dev saves keys.

Payments not connected message

Ask Dev to save Stripe secret and webhook secrets in Settings Get Paid, or set env vars on the server.

Webhook setup

Dev adds checkout.session.completed to your site URL plus /api/stripe/webhook in the Stripe dashboard. Use the signing secret in Get Paid.

Wrong amount charged

Stripe charges the invoice total at send time. Edit the invoice before send if lines or tax were wrong.

Test before going live

Use Stripe test keys and test cards first. Switch to live keys only when ready.

How do I record spend?

Expenses, New Expense, title, amount, category, status Draft, Due, or Paid.

Due vs Paid expenses

Due is owed to a vendor. Paid is closed spend. Reports and Dash use Paid for money out.

What do Reports show?

Year income from invoices and spend from paid expenses, with monthly charts.

Report does not match bank

Reports follow invoice Paid status and expense Paid status, not bank deposit timing. Match your ledger rules.

What can the assistant answer?

Your own clients, invoices, drafts, paid totals, due dates, and overdue. It cannot see other studios.

Assistant says login first

Open Login and return to Assistant. Guests only see the greeting.

Assistant wrong or slow

It reads a snapshot of your books and can miss edge cases. Verify figures on Invoices and Reports. Dev can tune the model in Dev's Console.

Dev assistant scope

Dev can ask about every account on this install. Studio users see only their own data.

Where is my letterhead?

Settings: business name, email, phone, address, currency, tax default, invoice prefix, avatar.

Currency on PDF

Set currency in Settings. It formats money on invoices and reports.

Avatar not updating

Use Choose File on Settings. Square JPEG, 256 by 256 px, under 800 KB. Save is not blocked by the image field.

Change app name for whole install

Settings Brand: App Name, wordmark, tagline, from email, public URL. Save Brand. Header and PDF follow.

Favicon or home screen icon

Settings Icons: upload one square image. Sizes are cut automatically.

Share image on social

Settings OG Image: 1200 by 630 image for link previews.

Search title and description

Settings SEO: default title, description, keywords, share alt.

How do coupons work?

Discount Coupons: code, percent or flat off, expiry day, redeemed count. Expired moves to Expired until you reactivate with a new date.

Coupon not applying on invoice

Coupons are tracked here for your studio. Tell clients the code in Global Email or invoice notes. Apply the discount on the invoice line manually.

Duplicate coupon code

Each code must be unique per studio. Edit the code or pick another.

Email all clients at once

Global Email: subject and message, confirm send. Each client with an email gets their own copy.

Global Email did not send

SMTP must be configured. At least one client needs an email. Wait one minute between bulk sends.

Clients saw each other's addresses

Each message is sent alone. If they saw a group list, that was not from this tool.

When to open a ticket

After you check this Knowledgebase. Support Tickets keeps your note and status Pending, Open, or Resolved.

Ticket vs header Support

The header Support button opens a quick form. Support Tickets lists everything you sent.

No reply yet

Status Open means Dev saw it. Resolved means closed. Use Global Email only for client news, not for Dev support.

What are Updates in the header?

Short alerts such as overdue invoices and due items. Tap the bell to open the list.

Updates empty

Nothing needs attention right now, or you are a guest viewing sample data.

Who configures email?

Settings Email Config: SMTP host, port, username, password, and From. That mailbox sends invoices, Global Email, and Support. Password is encrypted on disk.

Mail works in dev but not production

Check firewall, SPF, and DKIM with your mail host. Use the same from domain as SMTP allows.

Overdue digest to Dev

When SMTP works, unpaid past-due invoices can email Dev once per day. Dev email is in Settings or the dev user profile.

Where is my data stored?

On the machine or host where this install runs. Dev controls backups and access.

Are card numbers stored here?

No. Stripe Checkout holds cards. This app never stores card numbers.

Pay link sharing

Pay links are secret URLs. Send only to the client who owes. Do not post pay links in public chat.

Log Out

Use Log Out in the sidebar footer to end your session on this browser.

Who sees Dev's Console?

Only Dev on localhost (127.0.0.1). It is hidden on the live site. Users, Launcher, Deploy, and xAI keys stay on the machine you develop from.

Stripe keys

Dev saves Stripe in Settings Get Paid. Env vars STRIPE_SECRET_KEY and STRIPE_WEBHOOK_SECRET override when set.

Deploy failed

Dev's Console Deploy shows history and errors. Check SSH keys and host paths in console settings.