The first-steps card on your dashboard
What the dashboard asks for on a new workspace, and why.
A new workspace shows a short list on the dashboard: business details, a client, a first invoice, card payments. Each line disappears as you do it.
A second card asks whether to turn client emails on. They start off so that bringing in old invoices never emails anyone; see "Turning client emails on after an import".
Was this helpful?
Still stuck? Write to us or email support@todah.ca — a person replies, usually within a working day. The FAQ covers plans, prices and the questions people ask before they sign up.