Get the Help You Need

If a customer pays you via a method not automatically tracked by Cordlo (such as a direct bank transfer or cash), you

Creating an invoice on Cordlo is a streamlined process that allows you to customize every detail of a transaction to meet the

This guide will walk you through creating your account and setting up your first business workspace on Cordlo. 1. How to Sign

Cordlo is a multi-tenant application, allowing you to organize your work into high-level Workspaces (for different entities or major projects) and multiple

The Overview page serves as your business’s central command center. It provides a real-time snapshot of your financial health, outstanding tasks, and

Adding an authorized signature to your invoices enhances professionalism and authenticity. Cordlo allows you to set up a global signature that automatically

Estimates (also known as quotes or proposals) allow you to send pricing details to potential customers for approval. Once an estimate is

The Expenses module allows you to track your business spending, manage supplier payments, and keep your financial records balanced. You can record

Your user profile contains your personal account identity, including your name, email address, and security settings. Keeping this information up to date

Managing your team allows you to collaborate with others by inviting them to your workspace and controlling exactly what they can see

Manage your subscription to ensure uninterrupted access to professional invoicing tools. You can upgrade your plan, manage payment methods, and track your

The Design section allows you to customize the visual appearance of your invoices and estimates to ensure they match your brand identity.