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Platybooks documentation
Step-by-step guides to every feature — from your first invoice to automation and payouts.
New here? Start with the walkthrough
This walkthrough takes you from your very first sign-in all the way to a paid invoice: creating your workspace, adding a client, building and finalizing an invoice, sending it, and getting paid. Follow it once and you'll know the whole flow.
Getting started
Invoices & quotes
Clients & products
Payments & getting paid
Automation
Team & settings
Plans & billing
Account & security
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