Help & Documentation
Find answers to common questions and learn how to use retaincoda effectively.
Getting Started
How to Create an Account
Learn how to create your retaincoda account and get started.
How to Login
Step-by-step guide to logging into your account.
How to Reset Your Password
Forgot your password? Learn how to reset it.
How to Resend Activation Code
Didn't receive your activation email? Learn how to request a new activation code.
How to Use the Dashboard
Navigate and understand your main dashboard overview.
Workspaces
How to Create a Workspace
Create a new workspace to organize your business and collaborate with team members.
How to Select and Switch Workspaces
Switch between multiple workspaces and manage your workspace selection.
How to Manage Workspace Settings
Update workspace information, description, and basic settings.
How to Manage Workspace Members
Add, remove, and manage team members in your workspace.
How to Invite Workspace Members
Send invitations to new team members to join your workspace.
How to Manage User Permissions
Configure granular permissions for workspace members to control access.
How to Change Workspace Plan
Upgrade or downgrade your workspace subscription plan.
Account Settings
How to Manage Your Profile
Update your personal information and account settings.
How to Change Your Email Address
Update your email address associated with your account.
How to Change Your Password
Update your account password for better security.
How to Manage Notifications
Configure email and in-app notification preferences.
How to Setup Billing Information
Configure your billing settings for invoices and proposals.
How to Manage Tax Categories
Create and manage tax categories for your invoices.
Clients
Leads
How to Create a Lead
Capture and organize potential clients as leads.
How to Manage Leads
Edit, update, and track your leads through the sales pipeline.
How to Convert a Lead to a Project
Transform a lead into an active project.
How to Convert a Lead to a Client
Convert a lead directly to a client without creating a project.
Projects
Milestones
Proposals
How to Create a Proposal
Create professional proposals for your clients.
How to Manage Proposals
Edit proposals, update status, and track client responses.
How to Send a Proposal
Share proposals with clients via the Client Portal.
How to Generate Proposal PDF
Download professional PDF versions of your proposals.
How to Convert a Proposal to an Invoice
Transform an accepted proposal into an invoice.
Invoices
How to Create an Invoice
Generate invoices for your clients.
How to Manage Invoices
Edit invoices, update status, and generate PDFs.
How to Send an Invoice
Share invoices with clients via the Client Portal.
How to Generate Invoice PDF
Download professional PDF versions of your invoices.
How to Update Invoice Status
Mark invoices as paid, draft, or other statuses.
How to Distribute Invoice Payments to Milestones
Allocate invoice payments across multiple milestones.
How to Link Milestones to Invoices
Connect project milestones to invoices for tracking.
Contracts
How to Create a Contract
Create and upload contracts for your clients.
How to Manage Contracts
Edit contracts, update status, and track contract lifecycle.
How to Share a Contract with Clients
Share contracts with clients through the Client Portal.
How to Acknowledge a Contract (Client)
Clients can acknowledge receipt of contracts through the portal.
Billing
Client Portal
How to Use the Client Portal
Guide for clients on using the portal to view invoices and proposals.
How to View Invoices in the Portal (Client)
Clients can view and download invoices through the portal.
How to View Proposals in the Portal (Client)
Clients can view proposals and track their status.
How to View Contracts in the Portal (Client)
Clients can view and acknowledge contracts through the portal.
How to View Milestones in the Portal (Client)
Clients can track project milestones and payment status.
How to View Project Updates in the Portal (Client)
Clients can see project progress updates and milestones.
How to Mark an Invoice as Paid (Client)
Clients can mark invoices as paid through the portal.