All help articles

Create Your Account

Sign up for OneBookPlus and set up your business in minutes.

Get your bank transactions in

Automatic bank feeds are switched off while we replace the provider. Here is how to import your transactions from a CSV, OFX or QFX file instead.

Invite someone to your account

Send the invite, and what the person sees when it arrives. The roles themselves are covered in their own article.

Set up your business profile

Your business name, ABN, GST registration, contact details and trading hours. What you put here prints on everything you send.

Team roles and what each one reaches

The five roles, what each can and cannot do, how to change somebody's role, and what happens to their work when you remove them.

Understanding the Dashboard

Learn what each section of your dashboard shows and how to use quick actions.

Connecting Stripe for Online Payments

Connect Stripe and switch on bank transfer, BPAY and PayID, so an invoice carries the ways your clients actually want to pay.

Create Your First Invoice

Step-by-step guide to creating and sending a professional GST invoice.

Customising your invoices and quotes

Choose a template, set your logo, colours and fonts, control what prints, rename columns and reorder sections. Everything that shapes how a document looks.

Download Invoice as PDF

Generate a professional PDF of any invoice for printing or emailing as an attachment.

Pause, change or stop a recurrence

The Recurring tab is where you edit a schedule, pause one, cancel it for good, or check every invoice it has already produced.

Payment Reminders

Automatically chase overdue invoices so you get paid faster.

Provider numbers and item codes on invoices

What to set so a client can claim your invoice back from their health fund without you retyping anything.

Put your branding on what clients see

Where your logo and business details actually appear, what size the logo should be, and which parts of a document branding does not reach.

Set up recurring invoices

Bill the same client on a schedule without retyping the invoice. Set the frequency, the dates, and whether it sends itself.

What your client sees when they pay

The Pay Now button, the checkout page, what happens the moment they pay, and the fees that come out before the money reaches you.

Find duplicate contacts

OneBookPlus checks a new contact against the ones you already have. There is no merge button yet, so here is what to do instead.

Import contacts from a spreadsheet

Bring an existing customer list in from a CSV, match the columns to the right fields, and check what actually came through.

Manage Your Contacts

Add, edit, tag, and organise your clients and suppliers.

What happens when you delete a contact

Deleting hides a contact from your lists. The record is kept, so the invoices and bookings that point at it stay intact.

Create a Booking

Schedule an appointment for a client with a specific service, date, and time.

Set Up Your Online Booking Page

Let clients book appointments directly from your website or a public booking link.

Set Up Your Services

Create services with prices and durations that can be used for bookings.

Create and Send Quotes

Build professional quotes with line items and GST, then send them to your clients for approval.

Follow up on a quote you have sent

The follow-up list shows every quote that has been sent but not answered, how long it has been sitting, and a nudge button per row.

Turn an accepted quote into an invoice

Once a client accepts a quote you can convert it in one step. The line items, amounts and GST carry across exactly as quoted.

When a quote expires

Every quote carries a valid-until date. Here is what changes when it passes, and how to get a fresh quote in front of the client.

Accounting Dashboard Overview

Understand your financial summary, monthly ledger, expense breakdown, and available reports.

Bank feeds: where we are up to

Automatic bank feeds are withdrawn while we replace the provider. What that means for your account, and what to do in the meantime.

Cash flow forecasting: the 12-week view

A walkthrough of the 12-week cash-flow forecast: what feeds it, what assumptions sit underneath, and how to read a negative-week alert without panicking.

Generating a BAS Summary

Use OneBookPlus to prepare the GST figures you need for your BAS lodgement.

GST and BAS Reports

View your quarterly GST summary and prepare your Business Activity Statement for the ATO.

How we calculate GST on the BAS report

How the BAS report walks your ledger to derive G1, 1A, 1B, G10, G11 and W2 from invoices, bills and payroll, and what cash versus accrual changes.

Import Bank Transactions

Import CSV bank statements and match transactions to invoices and expenses.

Lodging the BAS: what to enter where

Field-by-field walkthrough of the quarterly BAS: G1, 1A, 1B, G10, G11, W1, W2, 5A. Where each number comes from in OneBookPlus and what the ATO expects.

Multi-currency invoicing and FX revaluation

Issuing invoices in USD, EUR, GBP and other currencies, the exchange-rate-at-issue rule, and how to revalue open foreign-currency balances at year-end.

Pay suppliers in a batch with an ABA file

Pay 30 supplier bills with one upload to your bank, instead of 30 manual payments. How payment runs work, what an ABA file is, and how to upload it.

Period locks and the trial balance sign-off

Once you have lodged a BAS, lock the period so the numbers cannot drift. Trial-balance sign-off captures a frozen snapshot for your tax agent.

Reconcile bank lines against invoices

Match imported bank lines against open invoices, create expenses as you go, and use bank rules to categorise the transactions that repeat every month.

Record PAYG instalments and super

PAYG installments and superannuation guarantee have their own quarterly cadence and their own ATO methods. Here is how each one flows through the books.

Recording a bad-debt write-off

Write off an uncollectible invoice so it leaves your receivables and you claim the GST adjustment on the next BAS. Reversible if the customer eventually pays.

Set up the chart of accounts

Every business starts with 33 default Australian accounts. Add, rename, archive, or replace the lot with a CSV exported from Xero, MYOB or QuickBooks.

Tracking fixed assets and depreciation

Adding assets, picking a depreciation method, the instant asset write-off threshold, and what happens when you dispose of an asset.

Understanding Your Financial Reports

A guide to the P&L, balance sheet, cash flow, and aged receivables reports in OneBookPlus.

Attach a receipt to an expense

The ATO wants the receipt, not just the number. Attach it to the expense when you record it, so the proof lives with the claim.

Expense categories and where they post

Every expense picks a category, and the category decides which account it lands in. Here is the built-in list and how to add your own.

GST on an expense: inclusive or not

Tell OneBookPlus whether the amount you typed already has GST in it. Get this wrong and your BAS claims the wrong number.

Record Business Expenses

Track all business spending with categories, GST, receipts, and multi-currency support.

Manage Your Menu

Add, edit, and organise menu items with categories, pricing, and dietary tags.

Set up the restaurant POS

Menu categories, dishes, tables and your first order. For a shop counter without a menu, use the retail till guide instead.

Table Management & Floor Plan

Set up dining rooms, add tables, and create a visual floor plan.

Track Daily Sales

Record daily cash, card, and other payment totals at end of day.

Add Employees

Set up employee profiles with employment type, position, and pay rates.

Create Rosters

Build weekly rosters by assigning shifts to employees.

Manage Leave Requests

Handle annual leave, sick leave, and personal leave for your team.

Run Payroll

Create pay runs with PAYG tax, superannuation, and net pay calculations.

Timesheets & Clock In/Out

Record hours worked, set up the time clock kiosk so staff clock themselves on with a PIN, and approve timesheets for payroll.

Connect Google Calendar

Sync your bookings with Google Calendar automatically.

Security & Two-Factor Authentication

Enable MFA/2FA to protect your account with an extra layer of security.

Add seats for your team

How many people can use your account, what an extra seat costs, and why accountants and advisors do not use one up.

Manage or cancel your subscription

Your card, your receipts and your cancellation all live in the Stripe portal, reached from Settings, then Billing. Owners only.

Plans and Pricing

Understand the available plans, Free, Starter, Plus, and Growth.

What happens when your trial ends

The billing page tracks your trial and tells you the day it runs out. Nothing is deleted, and here is what each notice means.

AI Bank Transaction Categorisation

Automatically categorise imported bank transactions using AI pattern matching.

Automating Google Review Requests

Use AI-powered timing to request Google reviews from your happiest clients.

Getting Started with the AI Companion

Learn how to enable and use the OneBookPlus AI assistant to save time on everyday tasks.

How AI Payment Chasing Works

Automatic follow-ups for overdue invoices powered by AI timing and tone.

Find what a caller said

Every call is listed with who rang, what they wanted, how it ended and a written summary. Here is where to look and what each field means.

Get a number for the receptionist

Search for a number, or keep the one you already advertise and divert it. Steps for Telstra, Optus, Vodafone, TPG, iiNet, Aussie Broadband and phone systems.

Put a caller through to a person

Set the number the receptionist rings when a caller needs a human, and the words that should trigger it. Check your phone screening.

What the receptionist can and cannot do

Pick how much room the receptionist has: bookings only, bookings plus questions, or the full job. Each one is a real boundary.

Export Your Data

Download your contacts, invoices, bookings, expenses, and services as CSV files.

Import Data from CSV

Import contacts, invoices, and bookings from CSV files, perfect for migrating from another tool.

Add a customer vehicle

Every workshop record hangs off a vehicle, not a customer. Here is how to add one, find it again, and what the vehicle record holds.

Build the parts catalogue

Add the parts you use weekly with a cost and a markup so they price themselves on a job, then set stock levels and a supplier so low stock is visible.

Bulk import vehicles from a spreadsheet

Load an existing customer-vehicle book from a CSV, check the preview, then commit. Common column names from other workshop systems are recognised automatically.

Chase approvals for extra work

The approvals board for job variations: what is pending now, your approval rate, how long customers take to answer, and the daily chase email.

Check whether a customer got their reminder

The reminder activity feed shows every automotive email and text we sent for you, what happened to it, and what to do about a failure.

Decode a VIN instead of typing the details

What the Decode VIN button fills in, the four answers it can come back with, and why a partial decode never gives you a model.

Give an owner their service history

Issue a share link, email it, download the service-history PDF, and revoke or reissue the link when the car changes hands.

Lemon watch: cars that keep coming back

Which vehicles have crossed the repeat-claim threshold, where the warning shows, and the daily digest.

Log a service against a vehicle

Recording a service, correcting one you got wrong, updating the odometer on its own, and the extra fields that appear for an EV or hybrid.

Mechanic productivity and certifications

Per-technician billable hours, utilisation and comeback rate (paid), and the free certification register that is not in your sidebar.

Paid workshop apps and what you keep

The six add-ons that are really gated and what they cost, the two bundles that include them, the free ones, and exactly what you keep if a subscription lapses.

Put a vehicle on a quote or an invoice

Attach the car to the paperwork, including on an invoice that is already paid, and capture the odometer reading alongside it.

Record roadworthy and pink slip certificates

Record a certificate per state with the right validity and result, print an evidence pack, raise a job off a failure, and remind the owner before it lapses.

Record tyre tread, and the compliance list

Logging tread depth per wheel is free on every vehicle. The workshop-wide at-risk list is a paid add-on. Here is the split, and what the numbers mean.

Run a pre-purchase inspection

Book the inspection, work the 76-item checklist with photos, send the buyer a report on a share link, and quote the rectification work. Paid add-on.

Run the loan and courtesy cars

The loaner directory, handing a car out and taking it back, per-car history, utilisation, and the automatic text to a customer who is late.

Schedule the bays and hoists

Register your bays, put jobs on them, and work the day view, the dispatch board and the weekly utilisation heatmap. Paid add-on.

Send purchase orders when a part runs low

Set a minimum level and a supplier email, and a purchase order goes out on its own, grouped one email per supplier.

Set up registration renewal reminders

Record rego expiry per vehicle and we email and text the owner before it lapses. CTP dates are recorded and shown, but no reminder is sent about CTP.

Set up the capped-price service menu

Put from-prices on your public booking page so a customer searching for a price finds yours. Free app, with three conditions before the menu appears.

Set your workshop labour rate

The per-hour rate that pre-fills new jobs and invoices. Set it once so quotes stay consistent, and override it per job when the work calls for it.

The EV service fields

What appears on the service log for an electric, plug-in hybrid or hybrid vehicle, and how to make sure it appears at all.

The fleet customer portal

The fleet portal cannot be set up from your dashboard today. Here is what is actually there, and what to use for fleet customers in the meantime.

Track insurance repair claims

Insurer-paid smash, panel and glass work: the claim pipeline, days waiting on the assessor, assessed against actual hours and a monthly scorecard. Paid add-on.

Track manufacturer warranty claims

Register a claim per manufacturer, follow submitted against approved against paid, and see which OEM is short-paying you. Paid add-on.

Work the service due list and send reminders

The overdue and due-soon worklist, sending one reminder or a batch, snoozing, and exactly what the automatic reminders do. Service reminders go by email only.

Workshop settings beyond the labour rate

Default service intervals, workshop specialisation, monthly targets, and the owner-only choices about what prints on a customer service record.

Your workshop day

The workshop dashboard, the Today briefing, the first-hour setup checklist, and how to reach the two screens that are not in your sidebar.

Creating Invoices on Mobile

Send professional invoices from your iPhone or mobile browser wherever you are.

How to Download the iOS App

Get the OneBookPlus iOS app from the Apple App Store.

Setting Up the Mobile Web App (PWA)

Add OneBookPlus to your home screen for an app-like experience on any device.

Processing a Sale

Step-by-step guide to running a transaction on the OneBookPlus POS.

Set up the retail till

Products, categories, barcodes and receipts for a shop counter. For a cafe or restaurant, use the restaurant setup guide instead.

Understanding POS Reports

Track sales summaries, daily takings, and product performance with POS reporting.

Converting Jobs to Invoices

Complete a job and generate an invoice with all costs and line items carried over.

Creating and Managing Jobs

Add jobs, assign team members, set deadlines, and track progress from start to finish.

Using the Job Pipeline

Drag-and-drop kanban board for tracking jobs visually across stages.

Apply Your First Scope Template

Track what was cleaned with the per-job scope checklist, attach photo evidence per item, and generate a proof-of-service PDF for the client or agent.

Customise Scope Templates for Your Business

Build a library of scope templates by cloning a system template, editing its items, or saving a job's scope as a reusable one.

Email a Scope PDF to a Client

Send the proof-of-service PDF from the dashboard to the agent, facility manager or strata manager, with photo thumbnails embedded and a cover message.

Photo Evidence Workflow for Bond Cleans

What to photograph on a bond clean, when to capture it, and how the evidence lands in the proof-of-service PDF the agent receives.

Set Up Recurring Scope Inheritance

Set a default scope template per recurring schedule so every spawned job arrives with its checklist ready, instead of re-applying it on each clean.

Add an app from the marketplace

How to find, read and add an app, who is allowed to, and the handful of apps with a condition in front of them.

An app is not showing in my sidebar

The reasons an app you expect to see is missing, in the order worth checking, from not installed to a business type with no marketplace at all.

App prices and currency by country

The amount you are charged for an app comes from the country recorded on your business, not from your browser or where you happen to be.

How an app trial turns into a charge

What happens at the end of an app trial depends on whether a card was added, and cancelling your plan now ends your app subscriptions with it.

Monthly, yearly or a fixed term for an app

Three billing choices sit on the app's sheet before you install. There is no self-serve way to switch afterwards, so choose before you subscribe.

Pay for your plan and your apps together

One card, one subscription and one renewal date covering your OneBookPlus plan and every add-on you have not paid for yet.

Remove an app, and your data

Removing an app stops the billing honestly and lets a period you have paid for run to its end. Your records are not deleted.

Setup guides for individual apps

Some apps carry a Setup guide link on their marketplace listing. Here is what to do about the ones that do not.

Start an app trial without a card

Most paid apps start with 14 days free and no card. You can add a card up front instead, and it still charges nothing until day 14.

What happens when an app trial ends

The app locks rather than disappearing. Its sidebar row stays, your records stay, and one button turns it back on exactly as it was.

What is included in an app bundle

A bundle is one paid line that turns on every app inside it at no extra charge, and the apps inside it cannot be bought on their own.

What your apps are costing you

A guide to the labels on the billing breakdown, from a running trial to Committed until, and the one thing the page does not show.

Asking a customer for a review

The review link is tied to a real booking, so only someone who was actually served can leave one.

The job status link your customer opens

A private page showing where their job is up to, your ETA when you are on the way, and a place to rate the work afterwards.

The link your customer gets for their booking

Every online booking creates a private page where the customer can see the details, reschedule or cancel, without calling you.

Build your site with AI

Answer a few questions about the business and the AI writes the first draft of the site, pages and all.

Change your web address

You can change the address, but every link you have already handed out stops working.

Connect your own web address

Point a domain you own at your site. It needs the Plus plan and an active paid subscription.

Publish your site and fix what stops it

Publishing puts the site on your OneBookPlus address. A few things will stop it, and each one tells you which.

What your plan includes on the website

Pages, storage, how far back the site analytics go, and what happens if the subscription lapses.

Member prices: charging your regulars less

Set what a member pays, per service, and have it apply everywhere you take a booking or write an invoice.

Membership plans you charge for

Charge a customer every week or month, give them member prices while they pay, and hand out treatment credit as it adds up.

Send an email campaign

Write to your contacts from the Campaigns screen. Email campaigns start on the Starter plan.

SMS campaigns

Text a group of customers. SMS campaigns start on the Growth plan.

When a review request is sent

The exact timing: a daily 2pm run, over invoices paid the day before, once every 90 days per client.

When someone asks to stop hearing from you

What the unsubscribe link does, and where to see that it worked.