Find out how to use MyAccounts: passkeys, Smart Login, customers, invoices, and more.
What is a passkey? A passkey is a secure, passwordless way to sign in using your device (fingerprint, face, or security key).
How do I set up a passkey? After logging in, go to Dashboard → Account Security → Set Up Passkey, or open My Account from the menu and click Add passkey.
I use a phone and a laptop. You can add more than one passkey. Open My Account → Passkeys → Add passkey and create a passkey on each device. Each code works only on that device.
What is Smart Login? Sign in on a new device (e.g. desktop) by requesting a 4-digit code here; the code is shown only when you’re logged in (e.g. on your phone). You enter the code on the desktop to log in there.
How do I use it?
Why is the code only on my phone? For security. The code is never shown on the device that requested it, so only someone who can sign in on your phone (you) can see and use the code.
Is the code one-time? Yes. Codes expire after 10 minutes and can’t be reused.
Where is My Account? Click your name in the top-right menu → My Account.
What can I do there? See your profile (name, email), open Company Profile, and manage Passkeys: view all passkeys (device name, when added, last used), Add passkey, or Remove a passkey (you must keep at least one).
Adding a passkey on another device. If you don’t sync passkeys (e.g. phone and laptop are separate), add a second passkey from My Account or Dashboard → Add another passkey. Then you can sign in on both devices.
Where do I add customers? In the main menu, open Customers. Click Add Customer and enter name, email, phone, and address (optional). You can edit or remove customers from the list.
Using a customer on an invoice. When you Create invoice or edit one, use the Select customer dropdown. Choose a customer and the form fills in their name and email. You can still change the fields or choose — Enter manually — to type someone new.
How do I use my products on an invoice? First add products under Products in the menu. When you create or edit an invoice, each line item has a Product dropdown. Select a product and it fills in the description and unit price; you can change quantity and other fields. Choose — None — to type a line manually.
I don’t see the Product column. The Product dropdown only appears if you have at least one product. Add products from the Products page first.
How do I upload a receipt? Go to Receipts → Upload Receipt, choose a file (PDF or image), and click Upload & Scan Receipt. After the scan, review the data and confirm.
I clicked Cancel but it still says “Processing”. If you click Cancel while a receipt is uploading, the request is cancelled and the form returns to normal. If it doesn’t, refresh the page and try again.
Need help setting up a passkey?
Request passkey setup link