Welcome to Frictionless Documentation

Frictionless is a modern CRM and invoicing platform designed to help you get paid by clients without the bullshit. Whether you're a freelancer, agency, or small business, Frictionless streamlines your client management and payment processes.

🚀 Quick Start

Get up and running with Frictionless in minutes:

1. Create your organization - Set up your business profile and basic settings
2. Add your first client - Create client records with contact and billing information
3. Generate invoices - Create professional invoices with line items and taxes
4. Accept payments - Get paid via PayPal, Stripe, or manual payments
5. Track everything - Monitor payments and client activity

Key Points:

• Organization setup takes less than 5 minutes
• No credit card required to get started

📚 Core Features

Client Management

• Centralized client database with complete contact and billing information
• Client profiles with transaction history
• Billing information including tax IDs and addresses
• Organization-based client isolation for multi-tenant security

Invoicing & Billing

• Professional invoice creation with customizable line items
• Flexible pricing with support for discounts, taxes, and shipping
• Multiple currencies for international clients
• Automated invoice numbering and tracking
• PDF Preview before sending
• Invoice status tracking (draft, pending, paid, overdue)

Payment Processing

• Multiple payment methods - PayPal, Stripe, Wise, and manual payments
• Secure payment processing with industry-standard security
• Payment reconciliation with invoices

Organization Management

• Team collaboration with role-based access control (Owner, Admin, Member)
• Basic branding with customizable header colors and text
• Business settings including tax information and billing details
• Multi-organization support for agencies managing multiple brands

🔧 Documentation Sections

Getting Started

• Introduction – Learn what Frictionless is and its key features
• Setup – Get started with Frictionless in minutes

Core Features

• Client Management – How to manage your client database
• Invoicing – Create and manage professional invoices
• Organization Settings – Configure your business profile

Advanced Features

• API Reference – Build integrations and automations (Coming Soon)
• Webhooks – Set up real-time notifications (Coming Soon)
• Customization – Brand and customize your experience (Coming Soon)

Troubleshooting

• FAQ – Common questions and answers
• Support – Get help when you need it
• Changelog – Latest updates and improvements

🎯 What Makes Frictionless Different

Simplicity First

• Clean, intuitive interface that doesn't overwhelm you with unnecessary features
• Streamlined workflows that get you from client to payment faster
• Mobile-responsive design that works on any device

Built for Modern Business

• Real-time collaboration for teams and agencies
• Secure multi-tenant architecture for data isolation
• Scalable infrastructure that grows with your business

Focus on Results

• Get paid faster with automated payment processing
• Reduce administrative overhead with smart workflows
• Professional presentation that builds client trust

🚀 Ready to Get Started?

Choose your path:

• New to Frictionless? Start with our Introduction guide
• Ready to set up? Follow our Setup instructions
• Need help? Check our FAQ or Support resources