Now that JiffyTrade is installed and configured, explore:

• Setup & Configuration – Fine-tune your business settings.
• Documents – Learn how to create and manage quotes and invoices.
• Customers – Manage your client database.
• Reports (Pro) – View business performance insights.

We strongly encourage all users to acquaint themselves with the backup and restore process:

• Backups & Data Storage – Keep your data safe and take regular backups.

It is strongly recommended that you take backups at least once per month, ideally once per week.

You are responsible for your own backup policy, so please take all reasonable steps to secure your data and keep it safe.