How to use Rapid Hub

Go to Invoices and choose Create New Invoice. That opens the invoice editor.

Add the customer name, email, and address. If the client already exists, pick them from the saved client list to reuse their details.

Check your business name, email, logo, address, and invoice label so the invoice looks right before you send it.

List the products or services, quantity, and unit price. The app calculates the subtotal and total automatically.

Use discount, shipping, tax rate, and payment terms to match the exact amount you want to charge.

Choose the right status, then save the invoice. You can come back later to edit it, duplicate it, or mark it as paid.

Open the invoice to download the PDF or print it from your browser.

Use the send option when you want the customer to receive the invoice by email.

Update the same invoice later, or duplicate it when you need another invoice with similar details.

Review the invoice logs when you want to see activity like payment changes or other invoice events.

When a customer becomes a regular client, save them in Clients so future invoices are quicker to build.

Client records help keep billing details tidy and reduce mistakes when you send invoices or review history.

The invoice is complete and the amount has been collected.

The invoice has been issued, but the payment is still waiting.

Some money has been received, but a balance is still due.

The due date passed and the invoice still needs attention.

Move deals through stages so you always know what is new, in progress, won, or stalled.

Keep names, emails, and company details in one place. The same records power your saved clients for invoicing.

Track the next step for each contact so nothing slips through after the first conversation.

When a deal is won, reuse the contact details to create an invoice in Invoice & Billing without retyping anything.

Record income, expenses, and journal entries so your accounts stay accurate over time.

Track tax on what you bill and what you spend, ready for your filing period.

Match bank transactions against your records to catch anything missing or duplicated.

Scan a receipt and let Rapid Books read the details, so expense entry is faster (paid plans).

Review profit and loss, trial balance, and ledgers to understand how the business is doing.

Export ledgers and reports as CSV to share with your accountant or import elsewhere.

Organize conversations by topic or project. Pro includes up to 10 channels; Business is unlimited.

Message a teammate one-to-one for quick questions that do not need a channel.

Use @mentions to pull the right person into a thread and get their attention.

Free workspaces keep 90 days of history. Pro and Business keep your full message history.

Jot down a thought or pin a sticky note so it stays in front of you.

Build simple to-do lists and tick items off as you finish them.

Keep follow-up notes next to your billing and client work so nothing is forgotten.

Notes live in the same sidebar as the rest of Rapid Hub, so they are quick to reach.

Start an audio call from a direct message. Calls support up to 4 participants.

Premium HD audio and video calling, with 500 video minutes included each month.

Persistent meeting rooms inside channels that your team can drop into any time.

An external meeting space for calls with clients outside your workspace.

Includes 512 MB of file storage for your workspace. Upgrade for more room.

Includes 2 GB of file storage for your workspace.

Includes 10 GB of file storage for your workspace.

You will see a storage-limit message. Delete files you no longer need, or upgrade your plan to add more room.

Choose your default sender and connect Gmail or Zoho Mail so invoices and reminders go out from your own address.

Connect Stripe or Razorpay, and keep payment links available so customers can pay online.

Sign in with Google for faster, more secure access to your account.

You stay in control. Disconnect an integration from Settings whenever you want to stop using it.

Update your company name, address, logo, and contact details so invoices show the right identity.

On paid plans, control how much platform branding appears on your invoices.

Connect email and payment providers, and your Google account. See the Integrations section above.

Change your password and manage Google sign-in to keep your account secure.

Invite teammates and choose what each person can see or edit. See Team & roles below.

Owners can review the plan, subscription, and usage from Billing.

If you are not ready to send an invoice yet, save it as a draft and come back later.

If most invoices look similar, duplicate an existing one and edit only the parts that changed.

Look at tax, discount, shipping, and payment terms one more time before you share the invoice.

When you are stuck, open Help & Support and send a message.