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Recent Articles

  • Accepting credit card payments with Authorize.net
  • PayPal Integration
  • Template variable reference
  • Introduction to Cashboard templates
  • CSV data import
  • Getting Started

    • Choosing your workflow [READ ME FIRST]
    • Companies and clients
    • Track time and get paid for it
    • Manage freelance employees and charge a premium for their work
    • The works!
    • View all
  • Project Management

    • Creating your first Cashboard project
    • Getting Things Done with Cashboard
    • Agile project management with Cashboard
    • Subscribe to a calendar of Cashboard tasks
    • View all
  • Timesheets

    • How to track time
    • 1-click server side timers
    • Approving your employee's time entries
    • View your employee's timesheets
    • Why do I have negative time entries?
    • View all
  • Invoicing

    • Sending your first invoice
    • Invoicing for time & expenses
    • Scheduled invoices
    • Customizing an invoice
    • Multi currency billing
    • View all (4 more)
  • Accepting Payments

    • Working with deposits
    • Stripe Checkout Integration
    • Accepting credit card payments with Authorize.net
    • PayPal Integration
    • View all
  • Estimates / Project Quotes

    • Estimating your first project
    • Turn an estimate into a project
    • Invoicing for estimated work
    • Customizing an estimate
    • View all
  • Misc

    • Account upgrade / downgrade / cancellation
    • Employee permission levels
    • Document numbering / assigned id
    • Exporting data
    • CSV data import
    • View all (6 more)
  • Document Templates

    • Introduction to Cashboard templates
    • Template syntax basics
    • Template variable reference
    • Adding your logo to a template
    • View all
  • Integration - Basecamp Classic

    • Configuring Basecamp Classic integration
    • Sync projects with Basecamp Classic
    • Import contacts from Basecamp Classic
    • View all
  • Reports

    • Search and reporting
    • Payroll reporting and tracking
    • View all
  • Expenses

    • How to track expenses
    • View all

Recent Discussions

02 May, 2025 05:04 AM Contact
24 Apr, 2025 05:00 PM How do I send a customer a stripe payment link
23 Jan, 2025 11:40 PM URGENT - Cashboard Offline
23 Jan, 2025 11:32 PM Cashboard is Down
23 Jan, 2025 11:29 PM Cannot load sign-up page

Recent Articles

Accepting credit card payments with Authorize.net
PayPal Integration
Template variable reference
Introduction to Cashboard templates
CSV data import

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