Technical FAQs

If you have any questions, or concerns about using our software, you will be able to find the answers below.

Q. When sending invoice emails from the software, the PDF attachment is getting removed when received. How do I prevent this?

Some email servers will deliberately strip different types of attachments as a security precaution and there is no sure way of preventing this. You will need to make sure that all invoice emails have our web link so that if any attachments are stripped,  your customers can click on this link and it will download the attachment from our server.

If you don't currently have the link attachment in your invoice emails, please go into ''Email & SMS'' setup and click on the ''How  does this work?'' button. You can copy and paste it back from here into your emails.

Q. I work for a school or large organisation and something is blocking me from logging in. What is it?

Usually schools, universities and large organisations have network wide firewalls in place. You will need to speak with your IT administrator and have them allow access to our server and open particular ports on the firewall. Please contact us and we will supply you with the required information.

Q. My account keeps timing out or taking a long time to refresh. Why is this?

As all of your data is stored securely online, the usability of the application will depend on the speed and quality your internet connection. We recommend you use a broadband connection (either ADSL or cable). To test the speed of your connection, visit To test the quality of your connection, visit

Q. I'm having problems downloading and running the Apple Mac version. Why is this?

When downloading the Mac version of the software, you will need to make sure your operating system is updated to OS X Lion (version 10.7) or later.

Q. How do I download the smartphone applications?

Simply direct the browser on your smartphone to and select the app you wish to download. Just follow the install instructions from there.

Q. The app won't let me log in and is saying I'm already logged in. What do I need to do?

The reason this is happening is due to either yourself or another staff member being logged into the same user account on another device. (You can only log into one account on one device at the same time.) You can either log out of the device that you're currently logged into or if you don't have access to it you can log into your account on your computer and edit the staff in the Staff section. You will need to click on the 'Log user out of mobile app now' button. Once you have done this you will be able to login on your smartphone.

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