Documentation
A practical starting point.
Use this guide alongside the authorized setup and support arrangement for your business.
Start with your authorized installation
Confirm the product version, device and business before installing or updating. Keep an existing business backup available. Use the license and Connected Business enrollment agreed with your provider; installing another copy does not create a new license or business account.
Offline work and synchronization
Desktop and Mobile keep supported operational records locally. Synchronize when connectivity returns and check that the expected branch records reached Owner Web. Owner totals cannot include a device's unsynchronized work. Keep regular business backups; synchronization is not a substitute for recovery planning.
Use the document for its purpose
- A quotation or proforma describes proposed commercial values; it is not proof of a recorded payment.
- A sales receipt refers to a posted sale. A commercial invoice identifies a recorded billing amount.
- A payment acknowledgment identifies one recorded collection. A customer statement shows invoices, collections and the current balance.
- A delivery note records fulfilment details; it is not a payment receipt.
Use the transaction number when discussing a discrepancy. Printing another document does not create another sale or payment. These commercial documents do not assert EBM certification.
Owner access
Use your authorized account for the existing Owner Portal. Choose recovery access only when you have the established recovery credential. The marketing website never asks for account passwords.
Open Owner Portalv2.4.0 release readiness
The current development work includes clearer Owner sign-in/recovery, tax Settings access and purpose-specific commercial documents. Native Desktop and Android build verification, printed-document checks and customer UAT remain required for this candidate.
Public Windows and Android installers are awaiting verification and approval. A UAT package must remain labelled as a test release. This page does not announce a stable release or a new production deployment.
Request help
Contact the support provider agreed during installation. Share the platform, version, transaction number if relevant, and the failing step. Remove credentials and customer information that is unnecessary to investigate the issue.