NEXLY

Help Centre

Short guides for the things people ask about most. If you can't find it, send us a message and a person will reply.

Getting started

  • Set up your business details and tax settings
  • Choose your invoice numbering
  • Import an existing customer list
  • Invite a team member

Invoices and quotes

  • Create and send an invoice
  • Set up a recurring invoice
  • Turn automatic payment reminders on or off
  • Convert an accepted quote into an invoice
  • Record a part payment

Expenses and receipts

  • Add an expense
  • Upload a receipt photo
  • Edit expense categories
  • Handle tax-inclusive amounts

Reports and GST

  • Read your profit & loss
  • Understand the cash flow report
  • Check your GST position
  • Export reports for your accountant

Account and security

  • Keep your account secure
  • Reset your password
  • Change roles and permissions
  • Review sign-in activity

Billing

  • How early access works
  • Change or cancel your plan
  • Update your payment method
  • Find your invoices from Nexly

Still need a hand?

Email support@usenexly.app and we'll get back to you, usually the same business day.

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