Paul Coleman

What the portal is for and where to find things

Your Korda Pro portal

What is the portal for

Activity: your money at a glance

Find a quote or an invoice

Download a quote or invoice as a PDF

Check your connections

Settings: rates, logo and bank details

kordapro.com

Log in to Korda Pro

Contact us

Signup, setup, branding and your first quote

Getting started

What is Korda Pro and how does it work?

Before you start: what to have ready

Setting up your account

Find and pin your Korda Pro chat

Your logo and branding on quotes and invoices

Do I need Xero?

Send your first quote

What Korda Pro does and doesn't do

What you can say in the chat, and what happens when you do

Talking to Korda Pro

What can you ask Korda Pro to do

Tell Korda a quote was accepted or declined

Tell Korda an invoice has been paid.

Ask Korda a question about your money

Add photos to a job

Voice notes: tips for best results

Korda Pro got it wrong. How to fix it

Change or cancel something mid-flow

Your Morning Brief, Weekly Pulse, and asking questions any time

Knowing where your money is

Your Morning Brief explained

Your Weekly Pulse explained

Questions you can ask Korda Pro

Quotes

Create a quote from a voice note

Add photos to a quote

Edit or resend a quote

What happens when a customer accepts a quote

Invoicing, payment options and chasing what you're owed

Invoices and getting paid

Turn a quote into an invoice

Approve an invoice before it is sent

Let customers pay by card

Getting paid without Xero

Check if an invoice has been paid

Chase an unpaid invoice

Quote numbers, invoice numbers, job numbers and the Reference field

Numbers and references

What the numbers on your quotes and invoices mean

Give a job your own reference

Set your starting quote and invoice numbers.

How Korda Pro chases quotes and invoices for you

Follow-ups and reminders

How automatic follow-ups work

SMS and email follow-ups explained

Turn follow-ups off for one customer

Connecting Xero, what syncs, and using Korda Pro without it

Xero and accounting

Using Korda Pro without Xero

Connect Xero to Korda Pro

What syncs to Xero and what doesn't

Fix a Xero connection error

GST and tax settings

Disconnect Xero

Customer details, and what your customers see

Your customers

Add or update customer details

What your customer sees

Can my customers see my portal?

Trial, pricing, payment details and account changes

Billing and your account

Free trial: what's included

Pricing and what happens after the trial

Update your payment details

Cancel or pause your subscription.

Change your business details or logo

Troubleshooting

Messages aren't coming through

My quote or invoice wasn't sent

Wrong details on a document

Contact support

How can we help you?

Help Center

Improved

Maintenance update

Promotional

Service

Mobile

kordapro

In Review

Planned

In Progress

Completed

Rejected

High Priority

Low Priority

Backlog

Next up

Done

Main Roadmap

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