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Featured Articles Browse all
Getting Started
Getting started with LedgerDo
Complete the initial setup so your team can start creating real work right away.
Work Orders
Creating your first work order
Start an active job with the right customer, subject, and internal notes.
Estimates & Invoices
Creating and sending an invoice
Turn completed work into a clear invoice and deliver it through the right channel.
Integrations
Connecting Stripe or Square payments
Link your customer payment provider and confirm invoice checkout is ready.
Integrations
Setting up and managing email
Configure outbound email, custom SMTP, automation rules, and delivery monitoring.
Recently Updated
Managing add-ons
Settings · Sep 18, 2026
Customizing work order statuses
Settings · Sep 18, 2026
Setting business hours and shop closures
Settings · Sep 17, 2026
Configuring warranty defaults
Settings · Sep 17, 2026
Customizing print templates
Settings · Sep 16, 2026
Overriding labor guide rates
Settings · Sep 16, 2026
Browse Categories
Getting Started
1 articles
Onboarding basics and first-run setup.
Work Orders
2 articles
Creating, updating, and closing work orders.
Customers & Vehicles
0 articles
Customer records, vehicles, and service history.
Estimates & Invoices
2 articles
Quoting, approvals, invoicing, and balances.
Payments
1 articles
Customer payments, processors, and reconciliations.
Finance & Expenses
6 articles
Expenses, vendors, collections, finance charges, and month-end.
Reports
4 articles
Receivables, sales tax, profit and loss, and throughput reporting.
Scheduling
1 articles
Calendar planning and the schedule board.
Messaging
2 articles
SMS setup, consent, and customer communications.
Inspections
1 articles
Digital inspections and approvals.
Fleet Billing
1 articles
Commercial fleet accounts and monthly statements.
Seasonal Contracts
0 articles
Recurring service agreements and billing.
Mobile Service
0 articles
Running LedgerDo workflows in the field.
Settings
14 articles
Company, payment, and messaging settings.
Integrations
3 articles
Stripe, Square, and connected services.
Troubleshooting
2 articles
Common problems and practical fixes.
FAQ
1 articles
Quick answers to common LedgerDo questions.
Popular Articles
Email automation and delivery activity
Integrations · 161 views
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Creating and sending an invoice
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Setting up and managing email
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Connecting Stripe or Square payments
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