Missing a clear walkthrough for payment steps
I started with the billing and payment setup thinking it’d be straightforward, but I had to figure out quite a bit on my own. Sure, the invoicing system generates automatically, but understanding how to customize those invoices and track what’s been paid took some digging. The sign-up process was smooth enough, but once inside, there wasn’t enough guidance on billing options or payment scheduling. I also noticed that while automatic updates keep the software fresh, they didn’t explain if there are any changes to billing policies with those updates. I had to call support a couple of times to clarify these points and while they were helpful, I wish there’d been a clearer onboarding section focused specifically on payments. Coming back to it, it feels like the software works fine for invoicing, but some more upfront explanation could make the experience better. So overall, a mix: some effort was needed from my side, even though the tools are basically sound.