Help Centre
Guides for every part of QuipDesk
Short, practical how-to guides written for South African business owners — not a technical manual.
Getting started
Set your business up properly in under half an hour.
Quotes & invoices
Create, send, convert and track every document.
Creating, sending and tracking a quote
Line items, VAT, discounts, validity dates and what happens after your client opens it.
Invoices, part-payments and marking things paid
From issuing an invoice to reconciling the money that lands in your bank account.
Recurring invoices and automatic reminders
Bill retainers on a schedule and chase overdue invoices without lifting a finger.
Getting paid
Payment gateways, EFT reconciliation and reminders.
Branding & templates
Logos, PDF templates, terms and numbering.
Email & delivery
Sending, your own domain and delivery tracking.
Clients & portal
Client records, portal access and statements.
Workspace & billing
Team, plans, trial and your QuipDesk subscription.
Inviting your team and setting roles
Add colleagues and control what each of them can do.
Your trial, plans and QuipDesk billing
How the 14-day trial works and what changes when you pick a plan.
Using QuipDesk on your phone
The mobile apps use the same login and the same data as the web app.
Troubleshooting
Fixes for the questions we get most often.
Can't find the answer?
Tell us what went wrong and our team will pick it up. Include as much detail as you can — the page you were on is captured automatically.