HELP CENTER
How can we help?
Step-by-step answers for everything in Intralyn.
Browse by topic
- Getting startedCreate your account, add your business details and find your way around.All 7 articles
- Customers & vendorsAdd, import and organize the people you work with, and give customers their own page.
- Add a customer or vendor
- Import customers, vendors, products and sales from a spreadsheet
- How many customers and vendors can I add?
- Products & servicesYour price list, part numbers and SKUs.
- Add products and services (your price list)
- Use part numbers and SKUs on invoices and quotes
- Import customers, vendors, products and sales from a spreadsheet
- QuotesPrice a job, share it, get it accepted and turn it into an invoice.
- Create a quote or estimate
- Send a quote and let your customer accept it online
- Turn a quote into an invoice
- InvoicesCreate, number, send and print invoices, and record payments and refunds.
- Create an invoice
- How invoice numbers work (and using your own)
- Send, share, print or download an invoice as a PDF
- DocumentsPurchase orders, packing lists and other templates on your letterhead.
- Create a document from a template
- Purchase orders, packing lists and order paperwork
- Change your document design, titles, labels and spacing
- Money & accountingExpenses, receipt scanning, bookkeeping and reports.All 5 articles
- Calendar & tasksBook appointments, set your hours and keep a to-do list.Open topic
- Time, jobs & stockTimers, mileage, jobs and inventory counts.
- Track time and mileage, and bill them
- Track a job from first call to paid
- Track stock and get low-stock alerts
- AutomationsReminders, recurring invoices and other work Intralyn does for you.
- What Intralyn does for you automatically
- Set up a recurring invoice
- Payment reminders and overdue invoices
- Team & permissionsInvite people and choose what each person can do.Open topic
- Plans & billingCompare plans, upgrade, switch, cancel and manage payments.All 8 articles
- Account & securitySigning in, passwords and two-step verification.All 4 articles
- Your dataDownload a copy of everything, or close your account.
- Download a copy of all your data
- What Intralyn stores (and what it doesn’t)
- Keep your own copies of invoices and documents
- TroubleshootingWhat common messages mean and how to fix them.All 4 articles
Still stuck?
Email admin@intralyn.com and tell us what you were trying to do. We answer Monday–Friday, 9 a.m.–5 p.m. Central, excluding holidays.