HELP CENTRE

How can we help?

Quick answers for everyday work in Kotiya. If something is unclear or not working, contact us with the page and a short description, but please don't include passwords or sensitive financial documents in your message.

Getting started

Set up your business details in Settings, add a client, then create a quote or invoice. Jobs are optional.

Invoices and payments

An invoice stays a draft until you approve and issue it. Record a payment only after you have actually received it. Sharing a link does not send an email or record a payment.

Expenses and receipts

Upload a receipt as you create an expense. Suggested details from receipt scanning must be checked before saving. Link an expense to a job when a client may reimburse it.

Expense recovery

Within a job, choose Claim expenses, select the costs to recover, then create and review the invoice. A claim is not itself a payable invoice.

Client links

Secure document links expire after 30 days. Anyone with a valid link may open it, so share links carefully. Document opening events do not prove who read the document.

Payments and financing

Kotiya does not currently collect card payments, connect bank feeds, offer loans or verify transfers. Use the bank details on your invoice and verify receipt before recording a payment.