• Your 7-day trial and plans
• Set up your first project (choosing a billing type)
• Create your agency and add your first client
• What is Handl?
• Connect Stripe and get paid
• Invite your team and set roles

• Milestone statuses and what triggers invoicing
• Milestone billing explained
• Estimated dates and the project roadmap
• Convert an approved quote into milestones
• Choosing which features are enabled per project
• Create and order milestones
• Internal projects

• Add attachments to a quote
• Resend, revoke and expiry
• What happens when a client approves
• Legal templates
• Create and send a quote
• What your client sees when they receive a quote
• Revert an approval

• Recurring and time & materials billing
• The invoice lifecycle
• Payment methods: cards, bank debits and Google Pay
• Control what appears on invoices
• Wise: automatically match incoming transfers to invoices
• Retainers: automatic invoicing and overage billing
• Payment reminders and tax set-aside
• Handl's platform fees
• Send a client statement
• When does money reach my bank account?

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• Quotes in the portal: approval and history
• Deliverables held until payment
• What your clients see (the magic-link portal)
• How clients view and pay invoices
• Share tasks and time with clients (visibility settings)
• Brand the portal with your logo and colours
• Control what clients see: milestones and the roadmap

• Time tracking: Harvest, Toggl, Clockify and Hubstaff
• GitHub repository snapshots
• Accounting: push invoices to Xero and QuickBooks
• Fix a disconnected integration
• Slack
• ClickUp
• Project management tools: Jira, Linear, Asana and Monday
• Import Upwork timesheets

• Reading the team revenue vs cost dashboard
• Team utilisation and expected hours
• How time entries sync and get approved
• Cost rates vs billable rates
• Time rounding on invoices
• Set your agency timezone

• What the Handl AI assistant can do
• Connect AI tools with MCP
• What data the AI can and cannot see
• Chat with Handl in the app and in Slack

• Revenue by Category
• The Team Member Report