Help Center

Get more from SimplifyClient.

Find the fastest path through setup, invoicing, payments, collections, billing, and support.

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Getting started

Set up your workspace, invite your team, configure invoice numbering, and add your first client.

Invoices and payments

Create invoices, export PDFs, record payments, connect Stripe, add bank transfer details, and track balances.

Collections

Use reminders, AI message drafts, risk scores, and cash-flow forecasts to follow up with clients.

Support

Send a support request from the app with page details, browser information, and optional screenshots.