Help

Short answers to the questions tradespeople ask most.

• Allow the microphoneThe app needs your phone’s microphone to hear a voice note. Here’s how to allow it if you said no.
• Tips for good voice notesSay who it’s for, each item and its price, and whether it’s a quote or an invoice.
• Your price listThe items and rates the app uses when you don’t say a price, and how to add, change or import them.
• VAT: do I need to register?You must register for VAT once your sales go over R2.3 million in 12 months. Most small businesses aren’t registered.
• Tax invoices and what must be on themWhat SARS asks for on a tax invoice, and how the app makes sure it’s there.
• Taking a depositAsk for a deposit on an accepted quote, then send the final invoice with the deposit taken off.
• Changing a quote after sendingA sent quote doesn’t change: you make a new version with the same number and send that.
• Fixing an invoice (credit notes)A sent invoice can’t be changed. The app makes a credit note that cancels all or part of it.
• Connecting YocoLet clients pay your invoices by card through your own Yoco account.
• Connecting PayFastLet clients pay your invoices by card through your own PayFast account.
• Sending on WhatsAppSend a quote or invoice from your own WhatsApp, with a link to the document.
• Your planWhat the Free and Pro plans include, and when pricing starts.
• Export your dataDownload every document as a PDF, with spreadsheets of your documents, payments, clients and price list.
• Delete your accountDeleting your account removes your business, clients and documents 30 days later. Download your records first.

Still stuck? Email [support email to come].