Help center
Guides for your first weeks with ord1nary on iPhone, iPad and Mac: from setting up your company to the export for your accountant.
Getting started
- Set up your company and subscribeYour first start with ord1nary: create an account, set up your company and choose a plan. The company comes into being with the App Store purchase.
- Company details, logo and invoice numbersAddress, tax number, bank details, logo and number series appear on every invoice. How to keep them up to date in ord1nary.
- Invite team membersThe owner or the administration invites each person by email. The person sets their own password and signs in in the app.
- Set rights by menu groupWhat an employee sees in ord1nary follows the menu groups Sales, Finance, Goods and Team. How to set the rights.
Leads and customers
- Create a leadHow to create a lead in ord1nary: the name of the company or person is enough, and you add the rest when you know it.
- Win a lead or close it as lostA lead moves from New through In progress to its close. How to mark it won or lost, and how to undo a win.
- Follow up: tasks and further leadsTasks on a lead or customer make sure no call-back is forgotten. For the next attempt with a customer, you add a further lead.
- Create customers and contactsYou create a customer directly or win one through a lead. Contacts are the people at a company. How to do both in ord1nary.
Quotes, orders and invoices
- Create and issue a quoteCreate a quote, add lines and articles, issue it, send it by email and record the customer’s decision - step by step.
- Orders and delivery notesFrom an accepted quote to a confirmed order and on to the invoice, with the Purchasing module also through delivery and delivery note.
- Create and issue an invoiceCreate an invoice, complete it as a draft, issue it and send it by email. ord1nary shows what is still missing before you issue.
- E-invoices: XRechnung, Peppol and formatsWhen to send an e-invoice, where a public authority’s Leitweg-ID goes and which file each customer gets: e-invoices in ord1nary.
- Correct an issued invoiceYou do not change an issued invoice, you correct it: by single lines or by an amount, under a number of its own.
Payments, expenses and exports
- Record an incoming paymentWhen a customer pays, record it on the invoice - in full or in part. That way you see what is open and what is overdue.
- Record expenses and scan receiptsScan the receipt, link the supplier, review: how to record expenses in ord1nary so they are in the export for your accountant.
- Export for your accountant: DATEV and CSVFor businesses in Germany, a month or quarter as an export in DATEV format for the tax advisor; elsewhere, the bookkeeping export as CSV.
- Share capital and owner depositsShare capital or another owner deposit is not revenue. In ord1nary it shows up through the confirmed balance of the financial forecast.
Documents
- Upload and scan documentsKeep contracts, photos and receipts in ord1nary on the customer, the invoice or the article. Search also finds text in PDFs and scans.
- Save files from other apps to ord1naryA PDF from Mail, a photo from your library: on iPhone and iPad the share sheet saves it straight to ord1nary.
- Share a document by linkSend a customer a link instead of an attachment: with an expiry date, limited downloads and a notification when it is first opened.
- Send receipts to ord1nary by emailWith your company’s inbound address, invoices and letters from your suppliers arrive in ord1nary as documents.
Articles and stock
- Create articles and keep stockArticles with price and unit, stock per warehouse, purchase orders and goods receipts: the short way through articles and stock in ord1nary.
- Count and post a stocktakeHow to count the stock of a warehouse in ord1nary: create a stocktake, count, submit it for review and post it.
Import and data export
- Import data from CSV or ExcelBring customers, leads, contacts, suppliers and articles in from a CSV or Excel file. ord1nary checks every row first and shows duplicates.
- Export all of your company dataA complete copy of your company data as a ZIP archive: the owner and the administration create it in the app, ready to download for seven days.
AI integration
- Connect and manage AI agentsConnect AI agents such as ChatGPT and Claude to ord1nary: what the owner allows, how to choose the level, and how to disconnect.
- Reconcile a bank statementLet your AI agent reconcile a bank statement: record the payments on open invoices and expenses, then confirm the account balance.
Subscription, account and privacy
- Subscription, seats and storageChange plan, add seats, get more storage with ord1nary Cloud, restore purchases and cancel: everything about your ord1nary subscription.
- Delete your account or companyHow to delete your ord1nary account as the owner, which closes the company; before that, you keep the data with the export.
- Sign-in, password and email confirmationForgot your password, email not confirmed yet or subscription ended: what helps when signing in to ord1nary.
- Change your email addressHow to change the email address you sign in to ord1nary with: enter the new address and your password, then open the link in the email.
- Privacy and security: the basicsWhere your data is stored, who sees it and what you can do yourself: the basics of privacy and security in ord1nary.
More questions
Write to us by email. Please tell us the name of your company and which device you use.