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.

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

Ask us to find you a number, or point the number you already advertise at the receptionist with a diversion code. Both work.

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

Capture rego, VIN, make/model, current KM, owner, and rego renewal in one form. The customer-vehicle directory is the central spine of every workshop workflow.

Build the parts catalogue

Add parts you use weekly, oil, filters, brake pads, fluids, with default cost and markup. Pull onto any job in two taps instead of re-typing the price every time.

Bulk Import Vehicles from a Spreadsheet

Load a customer-vehicle database from a CSV. Header aliases match the usual exports from Workshop Software, MYOB Workshop, iBodyshop and home-grown sheets.

EV service pack: setup and workflow

Battery state-of-health capture, software-version logging, charge-port inspection, and the per-make checklist for Tesla, BYD, MG, Polestar, Kia, Hyundai and Volvo.

Fleet Customer Portal: setup and rollout

Stand up a self-serve portal for your fleet customers: service history, rego alerts, online booking and cost-centre reports, in your own branding.

Log a Service

Capture service kind, date, KM at service, summary, and parts used. Service logs drive the next-service-due banner and the service history PDF.

Pre-Purchase Inspection (PPI) Workflow

Productise the $220-$400 PPI work most workshops do ad-hoc. Structured 120-point checklist, customer-signable PDF, branded buyer report.

Service Membership / Subscription Plans

Sell recurring monthly plans that include scheduled servicing. Turn one-off customers into predictable MRR.

Set up the Capped-Price Service Menu

Publish a transparent "from $X" pricelist on your public booking page. Compete with Ultra Tune and MyCar on price clarity without ceding margin.

Set up the Rego & CTP Reminder Workflow

Auto-track registration and CTP green-slip expiry per vehicle. SMS + email reminders fire at 30 / 14 / 3 days before expiry so customers don't drift to the dealer.

Set your workshop labour rate

Set the per-hour labour rate that auto-fills new automotive jobs and invoices, so every quote stays consistent. Override it per job when the work demands it.

Warranty claim tracker: set up and reconcile

Track manufacturer warranty jobs from RAC code through claim submission to reimbursement. Pre-built for Toyota, Hyundai/Kia, MG, Mitsubishi and Mazda flows.

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

Apps switch on whole sections of OneBookPlus. Some are free, some are paid, and only an owner or admin can add one.

An app is not showing in my sidebar

Four reasons an app you expect to see is missing, in the order worth checking, from not installed to gated behind a plan or two-factor.

How an app trial turns into a charge

A paid app starts on a free trial with its own clock, separate from your plan trial. Reinstalling never gives you a second one.

Remove an app, and your data

Removing an app hides its screens and stops the subscription. Your records are not deleted, and what you already paid for still runs.

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.