We’ve published structured documentation and defined support routes to help you stay in control of your setup and day-to-day workflow.
This article explains what those resources are for and how to use them properly.
What the Documentation Covers
The documentation is organised into practical sections, including:
- Initial setup and configuration
- Creating and managing quotes, invoices and letters
- Customer management
- Document statuses and locking
- Reporting and financial summaries
- Backups and recovery
- Role-based access control (where applicable)
Each guide focuses on process — not theory — so you can follow steps clearly and apply them immediately.
When to Use the Documentation
Refering to the plugin Documentation is most useful when:
- You are setting the plugin up for the first time
- You are introducing a new feature into your workflow
- You want to confirm how something behaves before making changes
- You’re troubleshooting a setting or workflow issue
It’s designed to give you clarity before something becomes a problem.
Troubleshooting With the Help Guides
If something doesn’t look right or behave as expected:
- Check the relevant documentation section first.
- Confirm your settings match the intended configuration.
- Review the workflow steps to ensure nothing was skipped.
- Refresh and re-test after adjusting settings.
Most common issues are resolved quickly by checking:
- Document status settings
- Tax configuration
- Email settings
- Role permissions
- Locking controls
Because the documentation mirrors how the system is structured, it allows you to trace issues logically rather than guessing.
What the Documentation Is Not
The guides are not legal advice, accounting advice, or business consultancy.
They explain how the system works and how to use it correctly.
For regulatory or tax questions, always consult a qualified professional.
When to Contact Support
If you have:
- Followed the relevant guide
- Confirmed your settings
- Reproduced the issue
…and the behaviour still seems incorrect, then it’s appropriate to use the support route.
When contacting support, it helps to include:
- The document type involved
- Screenshots of settings (if relevant)
- Steps taken before the issue occurred
- An export of your RBAC policy settings
Clear information leads to faster resolution.
Keeping Things Efficient
The quickest way to resolve most issues is:
Documentation first.
Support second.
Using both correctly keeps your workflow smooth and avoids unnecessary delays.