FollowIncome help
A practical map for workspace setup, customer billing, payment records, expenses, reports and account support.
Set up a workspace
Create an account, verify the email and add the company details used for documents and reports. Review currency, date formats, document appearance and preferences before inviting collaborators. Enable multi-factor authentication and secure recovery information.
Move from customer to payment
Add the customer, then create a project when tasks, costs or delivery notes need to stay connected. Prepare an estimate or invoice from the correct company and customer. Confirm funds through the source before recording a full or partial payment.
Review expenses and reports
Categorize expenses and attach permitted evidence while source information is available. Use sales, payment, expense, tax, task and profit-and-loss reports with an explicit company, period and filter set, correcting incomplete information in the source record.
Get useful support
Email info@followincome.com with the page, workflow, expected result, observed result and relevant browser context. Remove customer names, financial details, credentials and secrets from screenshots. Account ownership may need verification.
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