Help Center

How to use Phasewise

Step-by-step guides for firm owners and team members. Pick a topic below, or email us at hello@phasewise.io if you can't find what you need.

Billing & invoices

Invoicing your clients
Create invoices from approved time, send them as branded PDFs with Pay-now links, and track payment status.
Setting up Stripe Connect for online payments
Connect your firm's Stripe account so clients can pay invoices online with one click. Funds settle directly to your bank — Phasewise stays out of the money path.

Getting started

Getting started with Phasewise
What Phasewise is, what it replaces, and the first 10 minutes after you sign up.

Projects

Creating your first project
How to set up a project with phases, budgets, and staff assignments — and what each field actually drives.

Team & permissions

Inviting team members and setting permissions
Add staff, choose their role, set billing rates, and control who can create projects.

Time tracking

Time tracking — entry, approval, and the weekly rhythm
How staff log time, how supervisors approve, and how approved hours flow into invoices.

Still stuck?

Reply to any Phasewise email or write to hello@phasewise.io. We respond within one business day.