Get Started
This guide will help you understand and make the most out of your payment management platform.
🚀 Getting Started
-
Introduction to Mensalite
- Learn what Mensalite is and how it can help manage payments, clients, and invoices.
-
Creating Your First Client
- Step-by-step guide to adding your first client to the platform.
-
Issuing Your First Invoice
- How to create and send invoices to your clients.
-
Setting Up Payment Links
- Learn how to generate payment links for easier collections.
🧭 Navigation Guide
Here's a breakdown of the main menu:
-
Home
Dashboard overview of total revenue, new clients, and payment trends. -
Customer
Manage client data and view individual client histories. -
Product
Register and manage the products or services you bill for. -
Invoice
Track and manage all your invoices in one place. -
Payment
View and manage all incoming payments. -
Payment Link
Create and distribute payment links to clients easily.
📈 Dashboard Insights
The home dashboard provides quick access to:
- Total Revenue: View total revenue for the selected period.
- New Customers: Track client acquisition over time.
- Total Payments: Graph of total payments received during the month.
⚙️ Settings and Support
-
Settings
- Personalize your preferences, notifications, and business details.
-
Get Help
- Contact support if you need assistance.
👤 Account Management
In the lower left corner, access your user profile to manage account information, switch users, or log out.