rapidco
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All topics

Start here

  • How rapidco is organised
  • Sign in, password, and MFA
  • Turn modules on

Companies

  • Companies and contacts
  • People on a company

Sales

  • Sales pipeline
  • Proposals and contracts

Projects

  • Create a project
  • Write the project scope
  • Tasks on a project
  • Phases, roadmap, and Gantt
  • Notes, files, links, subcontractors
  • Finish a project and open a follow-up

Documents

  • Documents and templates

Client portal

  • Client portal (staff view)
  • Client portal (customer)

Support

  • Support desk
  • Support requests

Meetings

  • Meetings

Appointments

  • Appointments and public booking
  • Linked workspaces

Billing

  • Invoices
  • Customer billing

Bookkeeping

  • Bookkeeping

HR

  • HR and applications

Leave

  • Leave (vacation planner)

Calendar

  • Company calendar

Website

  • Website module
  • Edit and publish a page
  • News, events, and links
  • Public site, contact, and book

Team

  • Invite the team
  • Roles and who can open what
  • Your profile

Settings

  • Branding
  • Custom domains
  • Workspace settings
  • Export and import a workspace
  • Reports and automation

Billing

Customer billing

Invoices for client companies. This is not internal bookkeeping.

  1. Turn Customer Billing on (it needs Sales) for reminders and mark-paid on issued invoices. Prefer the Invoices module to draft line-item invoices from a company.
  2. Mark paid when you have the money. Send a reminder from the invoice if the customer is late.
  3. Shared invoices appear in the client portal.
  4. Do not confuse this with Bookkeeping, which is your own expenses and VAT.

Related: Invoices · Sales pipeline · Bookkeeping · Client portal (staff view)

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