Getting started

Set up your workspace, invite your team and send your first invoice.

Create your Halyard workspace A workspace holds your company's customers, invoices and payments. Most teams need one; agencies billing for several brands often create one per brand. Sign…
Send your first invoice You can send an invoice in about two minutes. You'll need your company details filled in first, see Create your Halyard workspace. Create the invoice Click…
Invite your team Everyone on your team gets their own sign-in, so you can see who did what. Send an invitation Open Settings → Team and click Invite people. Enter one or more…