Quick Start Guide

Follow these steps to get up and running with PayTrack quickly.

Step 1: Create Your Account

1. Visit app.pay-track.com
2. Click “Sign Up” or “Get Started”
3. Enter your email address and create a password
4. Verify your email address (check your inbox)

Step 2: Complete Your Profile

1. After logging in, go to Settings → Profile
2. Fill in your basic information:
   • Full Name
   • Company/Business name
   • Location
   • Timezone
3. Click “Save Changes”

Step 3: Add Your First Client

1. Navigate to Clients in the sidebar
2. Click “Add Client”
3. Enter client details:
   • Name (required)
   • Email
   • Company
   • Contact information
4. Click “Save”

Step 4: Create Your First Project

1. Go to Projects in the sidebar
2. Click “New Project”
3. Fill in project details:
   • Project name
   • Select or create a client
   • Project type
   • Budget or hourly rate
   • Due date
4. Click “Create Project”

Step 5: Track Payments

1. Open your project
2. Add payment milestones or track payments
3. Set up payment reminders
4. Monitor payment status

Next Steps

• Account Setup - Configure advanced settings
• Creating Projects - Learn more about project management
• Managing Clients - Organize your client database

Tips for Success

• Set up your monthly goal in Settings to track progress
• Enable email notifications to stay on top of deadlines
• Use payment links for easy client payments
• Review your dashboard regularly for insights