Help & usage guides
Clear steps for your everyday work.
Start with your first order or find help with a specific task. Available actions depend on your plan, employee permissions, and the order’s current state.
11 guides available
Start here
Set up your shop and send your first order
A practical first-order checklist for shop owners.
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Orders
Manage orders, quotes, and due dates
Keep proposed work separate and find the orders that need attention.
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Orders
Attach proofs and collect approval
Share images or documents and preserve the customer's approval history.
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Payments
Collect payments and record cash or outside payments
Keep deposits, final balances, payment methods, and tax amounts clear.
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Payments
Review tax settings and payment records
Separate tax calculated, tax actually collected, and exemption documentation.
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Customers
Manage customers and request exemption documents
Keep real contact details and private certificate records together.
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Orders
Set approval deadlines or stop an outstanding request
Avoid leaving a time-sensitive approval or quote open indefinitely.
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Daily work
Update progress, mark ready, and arrange pickup
Move work forward without confusing readiness with payment.
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Accounts
Join a team and use employee permissions
Separate production access from sales, payments, and owner settings.
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Accounts
Manage your ProofPay subscription and billing
Owner billing controls, subscription cancellation, and trial availability.
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For customers
Customer guide: review, approve, and pay
A guide merchants can share with customers alongside an order link.
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