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The Dashboard provides a centralized overview of billing activity, customer statistics, and upcoming invoice schedules. It serves as the main landing page for administrators after logging in to Kwiqli. From the Dashboard, administrators can quickly monitor in...

The Customers module is used to manage customer accounts, billing configurations, portal access, and integrations. Important: Customers must first be connected and synchronized with QuickBooks Online before they can be managed in Kwiqli.  Viewing Customers ...

The Products module manages products and services used for billing and invoicing. Viewing Products Click the Products tab. Review the product list. Use the Search field to locate products. Functions Review available products ...

The Invoices module manages invoice creation, tracking, and payment monitoring. Viewing Invoices Click the Invoices tab. Review invoice records. Use the Search field to locate invoices. Functions Track payment status Review i...

The Settings module manages organization-wide system configurations. Company Settings Click Settings. Open Company Settings. Update: Company Name Branding Subdomain Custom Domain Company Logo Click Update. ...

The Activity Logs track user and billing activity within Kwiqli. Audit Logs Click Activity Logs. Review: User logins Administrative actions Settings changes Use filters or Search to locate records. Functions M...

The Support allows administrators to create and manage support tickets. Creating a Support Ticket Click the Support tab. Select Create New Ticket. Enter: Ticket Subject Description Supporting details Submit the ticke...