Press manual

The Press manual

How every part of Press works, one task at a time. Search for what you're trying to do, or pick a part below.

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Part 1Start here

  • Your first week with Press
  • Setting up Press
  • Finding your way round
  • Foundation, Pro and Max
  • The sample business

Part 2Your day

  • The Day page
  • Messages from the Diary
  • Ahead and Month
  • Route lists and short lists
  • Plan the work

Part 3Customers and work

  • Customers
  • Jobs
  • Enquiries and quotes
  • Online quotes and card payments
  • Your website and its enquiry form

Part 4Getting paid

  • Invoices
  • Payments and pay links
  • Refunds
  • Reminders to late payers

Part 5Money and receipts

Part 6Your figures

  • Home
  • Cash flow
  • Performance, Earnings and Gone quiet
  • Tax
  • VAT Beta

Part 7Settings

  • Your business
  • How Press behaves
  • Messages and WhatsApp
  • Tax and VAT settings

Part 8Your data

  • Backups and restore
  • Bringing records in
  • Press on a computer
  • When something goes wrong