Getting set up

Open your workspace, bill your clients, and get paid on time

9 articles

What is Kaolith? Open your workspace Confirming your details as a sole trader Confirming your details as a registered company Linking your bookkeeping tools Sending your first invoice Adding a payout method Fees, limits, and settlement times Inviting teammates and setting roles

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Invoices and reminders

Drafts, recurring schedules, part payments, and chase-up notices.

Payouts and withdrawals

Settlement windows, currencies, and payout troubleshooting.

Account and security

Sign-in methods, device history, roles, and recovery codes.