Getting Started

How do I add a Service or a Round
Adding a round and a service is done in the same way so the instructions for both are the same. 1. Go to Lists 2. Click on Rounds or Services 3. Click...
Fri, 16 Mar, 2018 at 5:01 AM
How do I add a Payment Method / Customer Source / Expense Category / Brand
Adding any list type information can be done by following the instructions for Adding a Round or Service.
Fri, 16 Mar, 2018 at 5:10 AM
How do I add a new Job or Customer
Adding a job and customer can be done on the same screen. 1. Go to Jobs 2. Click on Add Job 3. By default you will be adding a new customer and new jo...
Fri, 16 Mar, 2018 at 5:16 AM
How do I create a Worksheet
Creating a worksheet is straight forward. Please make sure you have some jobs added to your app. 1. Go to the Planner 2. Tick on the tick box beside th...
Fri, 16 Mar, 2018 at 5:20 AM
How do I fill in and complete a Worksheet
Filling in and submitting a worksheet will mark all the jobs as done and post the transactions to the accounts. Any changes done on the worksheet are only t...
Fri, 16 Mar, 2018 at 5:32 AM
How do I pay a Debt or see who owes me money?
All this can be done in the Debts screen. 1. Go to Debts. 2. This will list all the jobs that currently have a balance outstanding. Find a specific...
Fri, 16 Mar, 2018 at 5:45 AM
How do I create and edit my invoice templates?
By default there are no invoice templates setup within MSP. This is done so you don't accidentally send an unbranded template to your customer. Wit...
Fri, 23 Mar, 2018 at 2:32 PM
How do I setup GoCardless
Setting up GoCardless is simple and straight forward. Please follow the steps below: 1. Log into your MSP account 2. Go to System | Settings | GoCardle...
Tue, 19 Jun, 2018 at 4:44 AM
How do I process card payments?
MSP will allow you to take card payments as long as you are on the Pro account. This will require some setup initially. 1. Create an account at Stripe: ...
Mon, 18 Jun, 2018 at 3:07 AM