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Getting started
Projects & milestones
Quotes & agreements
Invoicing & payments
Client portal
Integrations
Time & team
AI assistant
Contact
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Getting started
Your 7-day trial and plans
Connect Stripe and get paid
Set up your first project (choosing a billing type)
What is Handl?
Create your agency and add your first client
Invite your team and set roles
Projects & milestones
Choosing which features are enabled per project
Estimated dates and the project roadmap
Create and order milestones
Milestone statuses and what triggers invoicing
Internal projects
Milestone billing explained
Convert an approved quote into milestones
Quotes & agreements
What your client sees when they receive a quote
What happens when a client approves
Resend, revoke and expiry
Add attachments to a quote
Legal templates
Create and send a quote
Revert an approval
Invoicing & payments
Retainers: automatic invoicing and overage billing
Payment methods: cards, bank debits and Google Pay
Partial payments, saved cards and auto-pay
Payment reminders and tax set-aside
When does money reach my bank account?
Handl's platform fees
Control what appears on invoices
The invoice lifecycle
Recurring and time & materials billing
Client portal
Quotes in the portal: approval and history
How clients view and pay invoices
What your clients see (the magic-link portal)
Brand the portal with your logo and colours
Control what clients see: milestones and the roadmap
Share tasks and time with clients (visibility settings)
Deliverables held until payment
Integrations
Project management tools: Jira, Linear, Asana and Monday
ClickUp
Import Upwork timesheets
GitHub repository snapshots
Time tracking: Harvest, Toggl, Clockify and Hubstaff
Accounting: push invoices to Xero and QuickBooks
Slack
Fix a disconnected integration
Time & team
Team utilisation and expected hours
Reading the team revenue vs cost dashboard
Time rounding on invoices
How time entries sync and get approved
Cost rates vs billable rates
AI assistant
What the Handl AI assistant can do
Chat with Handl in the app and in Slack
Connect AI tools with MCP
What data the AI can and cannot see