Payaca

<a href="https://help.payaca.com/en/articles/8337021-what-are-user-roles-and-how-do-i-use-them">User roles explained</a>

1. <a href="https://help.payaca.com/en/articles/8337021-what-are-user-roles-and-how-do-i-use-them">User roles explained</a>

<a href="https://help.payaca.com/en/articles/6892653-what-is-a-project">Projects explained</a>

<a href="https://help.payaca.com/en/articles/8341459-how-do-i-create-a-project">Creating projects</a>

<a href="https://help.payaca.com/en/articles/8217888-how-do-i-delete-archive-a-project">Archiving projects</a>

1. <a href="https://help.payaca.com/en/articles/6892653-what-is-a-project">Projects explained</a>
2. <a href="https://help.payaca.com/en/articles/8341459-how-do-i-create-a-project">Creating projects</a>
3. <a href="https://help.payaca.com/en/articles/8217888-how-do-i-delete-archive-a-project">Archiving projects</a>

<a href="https://help.payaca.com/en/articles/8200662-what-are-pipelines">Pipelines explained</a>

<a href="https://help.payaca.com/en/articles/8128939-how-do-i-create-a-custom-pipeline">Creating custom pipelines</a>

1. <a href="https://help.payaca.com/en/articles/8200662-what-are-pipelines">Pipelines explained</a>
2. <a href="https://help.payaca.com/en/articles/8128939-how-do-i-create-a-custom-pipeline">Creating custom pipelines</a>

<a href="https://help.payaca.com/en/articles/8206285-what-are-events-in-payaca">Events explained</a>

<a href="https://help.payaca.com/en/articles/8442888-how-do-i-create-and-manage-my-events">Creating and managing events</a>

<a href="https://help.payaca.com/en/articles/8370212-how-do-i-link-events-to-projects">Linking events to projects</a>

1. <a href="https://help.payaca.com/en/articles/8206285-what-are-events-in-payaca">Events explained</a>
2. <a href="https://help.payaca.com/en/articles/8442888-how-do-i-create-and-manage-my-events">Creating and managing events</a>
3. <a href="https://help.payaca.com/en/articles/8370212-how-do-i-link-events-to-projects">Linking events to projects</a>

<a href="https://help.payaca.com/en/articles/8205933-what-are-tasks">Tasks explained</a>

<a href="https://help.payaca.com/en/articles/8212883-what-are-industry-forms-in-payaca">Forms explained</a>

<a href="https://help.payaca.com/en/articles/8046860-how-can-i-create-and-use-tasks">Creating tasks</a>

<a href="https://help.payaca.com/en/articles/8317307-how-do-i-create-forms-and-certificates">Creating forms and certificates</a>

1. <a href="https://help.payaca.com/en/articles/8205933-what-are-tasks">Tasks explained</a>
2. <a href="https://help.payaca.com/en/articles/8212883-what-are-industry-forms-in-payaca">Forms explained</a>
3. <a href="https://help.payaca.com/en/articles/8046860-how-can-i-create-and-use-tasks">Creating tasks</a>
4. <a href="https://help.payaca.com/en/articles/8317307-how-do-i-create-forms-and-certificates">Creating forms and certificates</a>

<a href="https://help.payaca.com/en/articles/8200892-what-are-automations">Automations explained</a>

<a href="https://help.payaca.com/en/articles/8439748-how-do-i-create-custom-automations">Creating custom automations</a>

1. <a href="https://help.payaca.com/en/articles/8200892-what-are-automations">Automations explained</a>
2. <a href="https://help.payaca.com/en/articles/8439748-how-do-i-create-custom-automations">Creating custom automations</a>

<a href="https://help.payaca.com/en/articles/6231521-how-to-create-and-send-a-quote-estimate-proposal">Sending quotes/proposals</a>

<a href="https://help.payaca.com/en/articles/6981557-how-to-go-straight-to-invoice">Sending an invoice</a>

<a href="https://help.payaca.com/en/articles/8379745-how-do-i-set-a-default-valid-for-date-on-proposals-and-invoices">Setting proposal/quote valid for date</a>

1. <a href="https://help.payaca.com/en/articles/6231521-how-to-create-and-send-a-quote-estimate-proposal">Sending quotes/proposals</a>
2. <a href="https://help.payaca.com/en/articles/6981557-how-to-go-straight-to-invoice">Sending an invoice</a>
3. <a href="https://help.payaca.com/en/articles/8379745-how-do-i-set-a-default-valid-for-date-on-proposals-and-invoices">Setting proposal/quote valid for date</a>

<a href="https://help.payaca.com/en/articles/8201907-what-are-items-you-sell">Understanding items you sell</a>

<a href="https://help.payaca.com/en/articles/8205714-what-are-materials-and-what-are-they-for">Understanding materials</a>

<a href="https://help.payaca.com/en/articles/8278763-how-do-i-create-a-new-item-to-sell">Creating items you sell</a>

<a href="https://help.payaca.com/en/articles/8348735-how-do-i-create-materials">Creating materials</a>

<a href="https://help.payaca.com/en/articles/8456533-how-do-i-create-item-groups">Creating item groups</a>

1. <a href="https://help.payaca.com/en/articles/8201907-what-are-items-you-sell">Understanding items you sell</a>
2. <a href="https://help.payaca.com/en/articles/8205714-what-are-materials-and-what-are-they-for">Understanding materials</a>
3. <a href="https://help.payaca.com/en/articles/8278763-how-do-i-create-a-new-item-to-sell">Creating items you sell</a>
4. <a href="https://help.payaca.com/en/articles/8348735-how-do-i-create-materials">Creating materials</a>
5. <a href="https://help.payaca.com/en/articles/8456533-how-do-i-create-item-groups">Creating item groups</a>

Key articles explaining core features and how to use them for new Payaca admin users

Understanding user roles

Understanding Projects

Understanding Pipelines

Understanding the calendar

Understanding tasks and forms

Understanding automations

Understanding quoting and invoicing

Understanding items and materials