# Northwind

> Guides, videos and answers for Northwind, the invoicing app for small teams.

Each link below is the article in Markdown. Everything in one file: https://helplayer.app/h/demo/llms-full.txt
AI assistants can also search this help center through its MCP server: https://helplayer.app/h/demo/mcp

## Getting started

- [Welcome to Northwind](https://helplayer.app/h/demo/getting-started/welcome-to-northwind.md): A quick tour: where your invoices, customers and payments live.
- [Send your first invoice](https://helplayer.app/h/demo/getting-started/send-your-first-invoice.md): Create an invoice, add what you’re billing for, and send it in under two minutes.
- [Set up your company profile](https://helplayer.app/h/demo/getting-started/set-up-your-company-profile.md): Add your logo, address and tax ID so they appear on every invoice.

## Invoices

- [Send an invoice by email](https://helplayer.app/h/demo/invoices/send-an-invoice-by-email.md): Email an invoice with a link to pay online, and a PDF if you like.
- [Automatic payment reminders](https://helplayer.app/h/demo/invoices/automatic-payment-reminders.md): Let Northwind nudge customers before and after an invoice is due.
- [Recurring invoices](https://helplayer.app/h/demo/invoices/recurring-invoices.md): Bill the same customer every week, month or year without lifting a finger.
- [Share an invoice or download a PDF](https://helplayer.app/h/demo/invoices/share-an-invoice-or-download-a-pdf.md): Copy a payment link to send yourself, or download the invoice as a PDF.
- [Export your invoices](https://helplayer.app/h/demo/invoices/export-your-invoices.md): Download your invoices as a CSV for your accountant or spreadsheet.
- [Create a credit note](https://helplayer.app/h/demo/invoices/create-a-credit-note.md): Reduce or cancel what a customer owes after an invoice has been sent.
- [Void an invoice](https://helplayer.app/h/demo/invoices/void-an-invoice.md): Cancel an invoice that was sent by mistake.

## Payments

- [Record a payment you received](https://helplayer.app/h/demo/payments/record-a-payment.md): Mark an invoice as paid when the money came by bank transfer, cash or cheque.
- [Refund a payment](https://helplayer.app/h/demo/payments/refund-a-payment.md): Give some or all of a card payment back to a customer.
- [When payouts arrive](https://helplayer.app/h/demo/payments/when-payouts-arrive.md): How long it takes for customer payments to reach your bank account.
- [Accept card payments online](https://helplayer.app/h/demo/payments/accept-card-payments-online.md): Let customers pay invoices by card with one click.

## Customers

- [Import customers from a CSV](https://helplayer.app/h/demo/customers/import-customers-from-a-csv.md): Bring your whole customer list over in one go.
- [Add a customer](https://helplayer.app/h/demo/customers/add-a-customer.md): Add a person or company so you can bill them.
- [Merge duplicate customers](https://helplayer.app/h/demo/customers/merge-duplicate-customers.md): Combine two records of the same customer, with all their invoices.

## Your team and account

- [Invite your team](https://helplayer.app/h/demo/team-and-account/invite-your-team.md): Add teammates and choose what each one can do.
- [Roles and permissions](https://helplayer.app/h/demo/team-and-account/roles-and-permissions.md): What Owners, Admins, Members and Accountants can see and do.
- [Change your plan](https://helplayer.app/h/demo/team-and-account/change-your-plan.md): Upgrade, downgrade or cancel at any time.
- [Update your card](https://helplayer.app/h/demo/team-and-account/update-your-card.md): Change the card your subscription is paid with.
- [Turn on two-step login](https://helplayer.app/h/demo/team-and-account/turn-on-two-step-login.md): Protect your account with a code from your phone.

## Integrations and API

- [Sync with QuickBooks](https://helplayer.app/h/demo/integrations-and-api/sync-with-quickbooks.md): Keep invoices, payments and customers in step with your books.
- [Get paid notifications in Slack](https://helplayer.app/h/demo/integrations-and-api/slack-notifications.md): A message in a channel whenever an invoice is paid.
- [API keys](https://helplayer.app/h/demo/integrations-and-api/api-keys.md): Create invoices and read payments from your own systems.
- [Webhooks](https://helplayer.app/h/demo/integrations-and-api/webhooks.md): Get a request to your server when an invoice is paid or goes overdue.