Archive for the ‘Getting Started’ Category

Enabling Expansion Pack

Categories: Getting Started

Expansion Pack (formerly known as CurdBee Plus) is a special add-on that provides many useful feature enhancements to CurdBee. It is the most popular add-on among our PRO users, and costs only $5 per month/$50 per year. With our new workflow, enabling Expansion Pack is no different from enabling any other add-on. Please read the [...]

Sending Your First Invoice

Categories: Getting Started

Sending an invoice using CurdBee takes just a few simple steps. Create Invoice If you are a first time user, you may need to customize your branding and enable payment gateways before creating an invoice. Done? Great! Go to Invoices tab and click the Create Invoice link and you will be taken to the following [...]

Using CurdBee Bridge to Import Data from Freshbooks and Blinksale

Categories: Getting Started

CurdBee Bridge is a quick and easy import solution for users of other online invoicing applications who switch over to CurdBee. It currently connects to the Freshbooks and Blinksale APIs and extracts data such as clients, items and invoices. The process happens in two steps. First you have to Import the data and then Insert [...]

Importing Items

Categories: Getting Started

CurdBee supports importing items from an existing database or application. Currently, data can be imported in the CSV or XML formats. While you can also import your Freshbooks and Blinksale clients using CurdBee Bridge, this guide covers importing items manually. Firstly, you will need to prepare the items list you wish to import in a [...]

Importing Clients

Categories: Getting Started

CurdBee supports importing clients from an existing database or application. Currently, data can be imported in the CSV or XML formats. While you can also import your Freshbooks and Blinksale clients using CurdBee Bridge, this guide covers importing clients manually. This includes Basecamp users who can export their clients information in XML format (see the [...]

Enabling and Disabling Add-ons

Categories: Getting Started

Before you begin, make sure that you are logged in to your CurdBee account. (Sign up if you don’t have one.) Enabling Add-ons Click the Upgrade link on the top right hand corner of your CurdBee home screen. You will be directed to a page similar to the one seen below. Find the add-on(s) you [...]

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