How to use Flow

The words Flow uses, and what happens each time a note is due.

Create your account, set up your agency and start the 14-day trial.

Sign in and out, switch between agencies, and what to do if you forget your password.

Add your first engagement, its client and the invoice they owe.

What's active, what's going out this week and what's owed, on one screen.

Add an engagement, change its status, archive it and find it again.

Tell the client what moved, in a sentence or two.

Record what's owed, mark it paid, and close a project on its final invoice.

Add clients and the people who get the notes; see how fast each client pays.

Set how often each client gets a note, and who receives it.

See exactly what Flow would send right now, before it goes.

Neutral, firm at 14 days overdue, final at 30. Never a fee.

Every note sent, skipped or failed, and what happened to it.

How clients open their project page with a code, and how to help.

For your clients: what the note is, and how to see more or stop it.

The name on your notes, where replies go, your timezone and payment link.

Invite your team, and what owners and members can each do.

Check that the email Flow sends for you is arriving, and fix what isn't.

Plans and limits, upgrading, your card, failed payments and cancelling.

Delete one contact, or your whole account, and what Flow keeps.

What Flow's warning and error pages mean, and how to get going again.