# Factory Help Resources > Factory's best practice, tips and help resources ## Getting started - [Getting started](https://help.factory.app/en/articles/8343443-getting-started.md): Welcome aboard! You’ve signed up and ready to dive in. - [Signing up](https://help.factory.app/en/articles/8310348-signing-up.md): Signing up with checklist to making onboarding easy - [FAQ](https://help.factory.app/en/articles/8418287-faq.md): Our frequently asked questions - [Navigating Factory](https://help.factory.app/en/articles/8595405-navigating-factory.md): Navigating Factory easily ## Dashboard - [Dashboard: FAQs](https://help.factory.app/en/articles/14166252-dashboard-faqs.md): Common questions about setting up and customising dashboard in Factory - [Dashboard](https://help.factory.app/en/articles/14299874-dashboard.md): The following guides outline each part of Dashboard to support efficient and accurate operations - [Dashboard: User Roles and Access](https://help.factory.app/en/articles/14299967-dashboard-user-roles-and-access.md): Details how user roles and permissions determine access to Dashboard features and data - [Dashboard: Key Features](https://help.factory.app/en/articles/14300106-dashboard-key-features.md): Create orders, filter results, and control the time window shown on the Dashboard. - [Dashboard: Cards](https://help.factory.app/en/articles/14300188-dashboard-cards.md): Explains how Dashboard cards display data and how they can be customised ## Products - [Products](https://help.factory.app/en/articles/8729402-products.md): This section delivers clear, structured guidance for managing Products and Materials within Factory - [Product Catalogue: Key Features](https://help.factory.app/en/articles/8309565-product-catalogue-key-features.md): Overview of core capabilities that streamline product management - [Materials](https://help.factory.app/en/articles/8315136-materials.md): Manage the colours and finishes that drive product pricing - [Product Catalogue: Stocktake](https://help.factory.app/en/articles/8580015-product-catalogue-stocktake.md): Reconcile stock counts to keep inventory levels and job costing accurate - [Custom Formulas explained](https://help.factory.app/en/articles/8419005-custom-formulas-explained.md): Create Custom Formulas for irregular priced Products - [Product Catalogue: User Roles and Access](https://help.factory.app/en/articles/14308887-product-catalogue-user-roles-and-access.md): Define permissions to maintain data integrity and controlled access - [Product Catalogue: Product and Product Kit FAQs](https://help.factory.app/en/articles/14436903-product-catalogue-product-and-product-kit-faqs.md): Quick answers and fixes for everyday product and kit questions. - [Drawings/Flashings \(Product Catalogue\)](https://help.factory.app/en/articles/14437134-drawings-flashings-product-catalogue.md): Manage flashing configurations to ensure accuracy and consistency in production - [Materials: FAQs](https://help.factory.app/en/articles/14631714-materials-faqs.md): Contains answers to common questions and troubleshooting guidance - [Product Catalogue: Product](https://help.factory.app/en/articles/14439306-product-catalogue-product.md): Manage individual products with precision and consistency - [Materials: User Roles and Access](https://help.factory.app/en/articles/15218446-materials-user-roles-and-access.md): Assign access levels to safeguard material data - [Product Catalogue: Product Kits](https://help.factory.app/en/articles/15218584-product-catalogue-product-kits.md): Group products into kits for faster quoting and consistent builds - [Product Catalogue: Add Category, Product, and Product Kit](https://help.factory.app/en/articles/15248220-product-catalogue-add-category-product-and-product-kit.md): Structure the catalogue so products and kits flow cleanly into quotes and jobs ## Sales - [Collaborate](https://help.factory.app/en/articles/11903001-collaborate.md): Discuss, share files, and tag team members on any product, customer, supplier, or order, with everything kept in one place. - [Creating and Editing Sales Orders](https://help.factory.app/en/articles/8309441-creating-and-editing-sales-orders.md): Build new sales orders or edit existing ones with full control over products, kits, labour, and pricing. - [Order Details](https://help.factory.app/en/articles/8303490-order-details.md): Detailed sales order view across order details, contacts, custom fields, and pricing. - [Main Page \(Sales Orders\)](https://help.factory.app/en/articles/8304261-main-page-sales-orders.md): Find, filter, and act on every Quote and Sales Order from one centralised view. - [Labels](https://help.factory.app/en/articles/8339484-labels.md): Tag jobs with custom labels to filter and search across Order Details, Delivery Scheduling, Workflow, and the Planner. - [Checklists \(Sales Orders\)](https://help.factory.app/en/articles/8303379-checklists-sales-orders.md): Track tasks on quotes and sales orders, with reusable templates for recurring jobs. - [Sales Order: Tracking](https://help.factory.app/en/articles/8444882-sales-order-tracking.md): Track Labour on Submitted Sales Orders with greater granularity - [Linking Sales Orders](https://help.factory.app/en/articles/8309429-linking-sales-orders.md): Establish relationships between sales orders and purchase orders to track related work in one view. - [Sales Order Timeline](https://help.factory.app/en/articles/8309434-sales-order-timeline.md): See every status change, action, and event that happened on a sales order, in chronological order. - [Adding Drawings/Flashings to a Quote or Order](https://help.factory.app/en/articles/8622371-adding-drawings-flashings-to-a-quote-or-order.md): Create flashing drawings on sales orders, with precise point-by-point editing and pricing pulled from the Product Catalogue. - [Partial Invoicing](https://help.factory.app/en/articles/8905282-partial-invoicing.md): Generate progress invoices in stages, with full visibility of what's been billed and what's still owed. - [Order Importer](https://help.factory.app/en/articles/9291242-order-importer.md): Import line items onto a sales order in bulk from a CSV or Excel file, with pricing pulled from the catalogue or set inline. - [Splitting Sales Order](https://help.factory.app/en/articles/10005235-splitting-sales-order.md): Splitting a Sales Order will create a new, additional Order in a Draft Status - [Custom Columns](https://help.factory.app/en/articles/11470892-custom-columns.md): Capture shop-specific data with custom fields added to the Sales Orders table. - [Sales Orders](https://help.factory.app/en/articles/11989135-sales-orders.md): The following guides outline each part of the Sales Orders to support efficient and accurate operations - [Quote Details](https://help.factory.app/en/articles/12080668-quote-details.md): Detailed quote view across order details, contacts, custom fields, and pricing. - [Creating and Editing a Quote](https://help.factory.app/en/articles/12080447-creating-and-editing-a-quote.md): Create or edit quotes from the Dashboard, Sales Orders, Global Search, or a customer's record. - [Quote Statuses and Action Buttons](https://help.factory.app/en/articles/12080958-quote-statuses-and-action-buttons.md): How a quote's status controls which actions are available at each stage. - [Previewing, Printing, and Emailing a Quote or Proforma Invoice](https://help.factory.app/en/articles/12081788-previewing-printing-and-emailing-a-quote-or-proforma-invoice.md): Three ways to share a quote or proforma invoice with a customer: preview, print, or email. - [Converting a Quote to an Order](https://help.factory.app/en/articles/12088307-converting-a-quote-to-an-order.md): Move an approved quote into an order to unlock invoicing, work orders, and delivery dockets. - [Splitting a Quote](https://help.factory.app/en/articles/12088552-splitting-a-quote.md): Move part of a quote into a new quote when only some line items are approved. - [Changing the Customer on a Quote](https://help.factory.app/en/articles/12088696-changing-the-customer-on-a-quote.md): Reassign a quote to a different customer without recreating the line items. - [Duplicating a Quote](https://help.factory.app/en/articles/12088834-duplicating-a-quote.md): Create a new quote from an existing one for repeat orders or similar jobs. - [Archiving or Cancelling a Quote](https://help.factory.app/en/articles/12093442-archiving-or-cancelling-a-quote.md): Move outdated or rejected quotes out of the active list while keeping them for record-keeping. - [Order Statuses and Action Buttons](https://help.factory.app/en/articles/12094448-order-statuses-and-action-buttons.md): How a sales order's status controls which actions are available at each stage. - [Archiving Orders](https://help.factory.app/en/articles/12094997-archiving-orders.md): Move outdated or completed sales orders out of the active list while keeping them for record-keeping. - [Profitability](https://help.factory.app/en/articles/12104025-profitability.md): Track estimated vs actual costs, invoicing progress, and labour and material margins for every sales order. - [Invoicing](https://help.factory.app/en/articles/12111864-invoicing.md): Three ways to send an invoice to a customer: preview, print, or email. - [Emailing an Order Confirmation](https://help.factory.app/en/articles/12113736-emailing-an-order-confirmation.md): Send an order confirmation email with a secure link to the full order details. - [Generating Delivery Docket and Work Order](https://help.factory.app/en/articles/12113841-generating-delivery-docket-and-work-order.md): Generate Delivery Dockets and Work Orders instantly, with flexible layout options - [Purchase Products](https://help.factory.app/en/articles/12114090-purchase-products.md): Create purchase orders straight from a sales order, with line items and suppliers pre-filled. - [Splitting an Order](https://help.factory.app/en/articles/12114681-splitting-an-order.md): Split Orders for partial approvals and staged order processing - [Changing the Customer on an Order](https://help.factory.app/en/articles/12124260-changing-the-customer-on-an-order.md): Reassign a sales order to a different customer without recreating the line items. - [Duplicating an Order](https://help.factory.app/en/articles/12124272-duplicating-an-order.md): Create a new sales order from an existing one for repeat orders or similar jobs. - [Converting an Order back to a Quote](https://help.factory.app/en/articles/12306989-converting-an-order-back-to-a-quote.md): Convert a sales order back to a quote to pause fulfilment or handle cancellations, without losing the original details. - [FAQs \(Sales Orders\)](https://help.factory.app/en/articles/12350611-faqs-sales-orders.md): Quick answers about access, views, custom columns, documents, and common troubleshooting on the Sales Orders page. - [Configuring how much detail appears on your invoices](https://help.factory.app/en/articles/15842386-configuring-how-much-detail-appears-on-your-invoices.md): Use invoice display modes to control the level of detail your customers see on invoices, partial invoices and proforma invoices. - [Dollar-Based Markups and Discounts](https://help.factory.app/en/articles/15896297-dollar-based-markups-and-discounts.md): You can now enter markups and discounts as a flat dollar amount \($\), not just a percentage — on every line item and on the order total. - [Main Page \(Customers\)](https://help.factory.app/en/articles/8299764-main-page-customers.md): Searchable and sortable list of all customers, with order history at a glance. - [Adding and Archiving Customers](https://help.factory.app/en/articles/8299931-adding-and-archiving-customers.md): Add new customer records, or archive inactive ones to keep the active list clean. - [Order History \(Customers\)](https://help.factory.app/en/articles/8314273-order-history-customers.md): Every quote and sales order linked to a customer, with search, filters, and bulk actions. - [Billing Address \(Customers\)](https://help.factory.app/en/articles/8314267-billing-address-customers.md): View and edit the billing address used on a customer's invoices. - [Delivery Address \(Customers\)](https://help.factory.app/en/articles/8314261-delivery-address-customers.md): Manage every delivery address linked to a customer, with no limit on the number of addresses. - [Contacts \(Customers\)](https://help.factory.app/en/articles/8314248-contacts-customers.md): Manage every contact linked to a customer, including who receives notifications, quotes, and invoices. - [Individual Customer Settings](https://help.factory.app/en/articles/8314304-individual-customer-settings.md): Configure pricing, sales, invoicing, and accounting integration settings per customer. - [Customers](https://help.factory.app/en/articles/11930382-customers.md): Overview of all customer-related features and functions in Factory - [FAQs \(Customers\)](https://help.factory.app/en/articles/11956390-faqs-customers.md): Quick answers about access, customer settings, accounting links, and common errors. - [Main Page \(Price Level Manager\)](https://help.factory.app/en/articles/8309574-main-page-price-level-manager.md): Manage every price level and the customers assigned to each, from one drag-and-drop view. - [Price Level Manager](https://help.factory.app/en/articles/11980405-price-level-manager.md): Overview of all Price Level features and functions in Factory. - [Adding, Editing, and Deleting Price Levels](https://help.factory.app/en/articles/11980804-adding-editing-and-deleting-price-levels.md): Add, edit, reorder, and delete price levels to control how products are priced for different customers. - [Assigning Price Levels to Customers](https://help.factory.app/en/articles/11982413-assigning-price-levels-to-customers.md): Assign customers to price levels individually or in bulk to control their default product pricing. - [FAQs \(Price Level Manager\)](https://help.factory.app/en/articles/11990937-faqs-price-level-manager.md): Quick answers about access, errors, and applying price levels across products and customers. ## Purchasing - [Main Page \(Purchase Orders\)](https://help.factory.app/en/articles/8319964-main-page-purchase-orders.md): Find, filter, and act on every Purchase Order from one centralised view. - [Purchase Order and Bill Details](https://help.factory.app/en/articles/8330048-purchase-order-and-bill-details.md): The complete field-by-field reference for the Purchase Details page. - [Creating and Editing a Purchase Order or Bill](https://help.factory.app/en/articles/8997824-creating-and-editing-a-purchase-order-or-bill.md): Build new purchase orders or bills, or edit existing ones, with full product and supplier management. - [Duplicating a Purchase Order or Bill](https://help.factory.app/en/articles/8372451-duplicating-a-purchase-order-or-bill.md): Create a new purchase order or bill from an existing one for repeat orders. - [Checklists \(Purchase Orders\)](https://help.factory.app/en/articles/8330076-checklists-purchase-orders.md): Track tasks on purchase orders and bills, with reusable templates for recurring jobs. - [Linked Orders \(Purchase Orders or Bills\)](https://help.factory.app/en/articles/8330083-linked-orders-purchase-orders-or-bills.md): Establish relationships between purchase orders and sales orders to track related work in one view. - [Purchase Order Timelines](https://help.factory.app/en/articles/8330084-purchase-order-timelines.md): See every status change, action, and event that happened on a purchase order, in chronological order. - [Splitting a Purchase Order or Bill](https://help.factory.app/en/articles/10008904-splitting-a-purchase-order-or-bill.md): Move part of a purchase order or bill into a new order when only some items need to proceed separately. - [Purchase Order and Bill Statuses and Action Buttons](https://help.factory.app/en/articles/15323580-purchase-order-and-bill-statuses-and-action-buttons.md): How a purchase order or bill's status controls which actions are available at each stage. - [Printing and Emailing a Purchase Order or Bill](https://help.factory.app/en/articles/15332334-printing-and-emailing-a-purchase-order-or-bill.md): Send a purchase order or bill to a supplier via print or email, with or without pricing. - [Converting a Purchase Order to a Bill / Bill to a Purchase Order](https://help.factory.app/en/articles/15332408-converting-a-purchase-order-to-a-bill-bill-to-a-purchase-order.md): Move an order between purchase and bill states without recreating it from scratch. - [Changing the Supplier on Purchase Order or Bill](https://help.factory.app/en/articles/15332476-changing-the-supplier-on-purchase-order-or-bill.md): Reassign an order to a different supplier without recreating the line items. - [Archiving Purchase Order or Bill](https://help.factory.app/en/articles/15332610-archiving-purchase-order-or-bill.md): Move outdated or completed purchase orders out of the active list while keeping them for record-keeping. - [Marking Purchase Order or Bill as Received](https://help.factory.app/en/articles/15334373-marking-purchase-order-or-bill-as-received.md): Mark items as received to automatically update stock levels in the Product Catalogue. - [Purchase Orders](https://help.factory.app/en/articles/8729497-purchase-orders.md): Manage purchase orders from creating new orders through to receiving stock and billing. - [Main Page \(Suppliers\)](https://help.factory.app/en/articles/8320001-main-page-suppliers.md): Searchable and sortable list of all suppliers, with purchase history at a glance. - [Purchase History](https://help.factory.app/en/articles/8320016-purchase-history.md): Every purchase order and bill placed with a supplier, with search, filters, and bulk actions. - [Supplier Details](https://help.factory.app/en/articles/8330026-supplier-details.md): View and edit a supplier's general details, including company name, address, and contact information. - [Supplied Products](https://help.factory.app/en/articles/9794061-supplied-products.md): View and edit a supplier's general details, including company name, address, and contact information. - [Contacts \(Suppliers\)](https://help.factory.app/en/articles/9856529-contacts-suppliers.md): Manage every contact linked to a supplier, including salespeople, accounts contacts, and other points of contact. - [Individual Supplier Settings](https://help.factory.app/en/articles/9856599-individual-supplier-settings.md): Configure per-supplier accounting integration settings. - [Suppliers](https://help.factory.app/en/articles/15338474-suppliers.md): Overview of all customer-related features and functions in Factory - [Adding and Archiving Suppliers](https://help.factory.app/en/articles/15338644-adding-and-archiving-suppliers.md): Add new supplier records, or archive inactive ones to keep the active list clean. - [FAQs \(Suppliers\)](https://help.factory.app/en/articles/15352422-faqs-suppliers.md): Quick answers about access, supplier records, accounting links, and common errors. ## Productivity - [Main Page \(Workflow\)](https://help.factory.app/en/articles/8319344-main-page-workflow.md): Kanban board for tracking submitted sales orders through every stage of production. - [Managing Jobs in Workflow](https://help.factory.app/en/articles/8353953-managing-jobs-in-workflow.md): Move, assign, label, and complete jobs on the Workflow Kanban board. - [Line Item Card \(Workflow\)](https://help.factory.app/en/articles/10136294-line-item-card-workflow.md): Track individual line items as separate cards on the Workflow page, with their own statuses and movements. - [Summaries \(Workflow\)](https://help.factory.app/en/articles/11738141-summaries-workflow.md): View cumulative order value, invoiced totals, and outstanding amounts per status column on the Workflow page. - [Workflow](https://help.factory.app/en/articles/15352473-workflow.md): Track jobs through customisable stages, monitor progress at the column and line-item level, and mark work as complete. - [Status Column \(Workflow\)](https://help.factory.app/en/articles/15354879-status-column-workflow.md): Create and configure custom status columns to match the shop's production workflow. - [Workflow Settings](https://help.factory.app/en/articles/9689672-workflow-settings.md): Configure default behaviour, notifications, and column rules for Workflow. - [Planner Board: Day/week/month Views, Colour, Filters and Display Options](https://help.factory.app/en/articles/16580226-planner-board-day-week-month-views-colour-filters-and-display-options.md): Day, Week and Month views, the Orders column, colouring the board by assignee or workflow status, filters, and Planner Settings. - [Planner Saved Views](https://help.factory.app/en/articles/16580236-planner-saved-views.md): Save a Planner board setup under a name, share it with the team, and set which view opens for you by default. - [Scheduling Jobs](https://help.factory.app/en/articles/16580246-scheduling-jobs.md): Put a job on the Planner calendar, set when it runs, mark it complete, and flag it as blocked with a reason. - [Planner](https://help.factory.app/en/articles/16580264-planner.md): Overview of the Planner: what you can do from the board, who can access it, and where to find each guide. - [Custom Planner Events](https://help.factory.app/en/articles/15370589-custom-planner-events.md): Add custom events to the Planner without linking them to a sales order. - [Main Page \(Delivery Scheduling\)](https://help.factory.app/en/articles/8319438-main-page-delivery-scheduling.md): Schedule deliveries to drivers and vehicles using a weekly calendar view. - [Scheduling Orders for Delivery](https://help.factory.app/en/articles/8353880-scheduling-orders-for-delivery.md): Drag, drop, and mark orders complete on the Delivery Scheduling calendar. - [Delivery Scheduling Settings](https://help.factory.app/en/articles/15370796-delivery-scheduling-settings.md): Generate Run Sheets and configure vehicles, drivers, and working hours for Delivery Scheduling. - [Delivery Scheduling](https://help.factory.app/en/articles/15372781-delivery-scheduling.md) - [Timesheet Manager Page](https://help.factory.app/en/articles/9563881-timesheet-manager-page.md): View, approve, and export every team member's weekly time entries from one centralised view. - [Approving, Unapproving, and Downloading Timesheets](https://help.factory.app/en/articles/9575290-approving-unapproving-and-downloading-timesheets.md): Validate time entries before payroll, and download them in Excel format for records. - [Timesheets](https://help.factory.app/en/articles/12566551-timesheets.md): Track, approve, and export time entries against orders for payroll and reporting. - [Details Page \(Timesheets\)](https://help.factory.app/en/articles/12566638-details-page-timesheets.md): Detailed view of a Timesheet, including weekly calendar, time entries, and approval controls. - [Adding Manual Time Entries and Deleting Timesheets](https://help.factory.app/en/articles/12575485-adding-manual-time-entries-and-deleting-timesheets.md): Add new time entries or remove existing ones to keep Timesheets accurate. - [Editing and Duplicating Timesheets](https://help.factory.app/en/articles/12580178-editing-and-duplicating-timesheets.md): Update existing time entries or copy them to quickly log similar work. - [Timesheets: FAQs](https://help.factory.app/en/articles/12591519-timesheets-faqs.md): Find answers to common questions related to Timesheets. - [Timesheets: Accounting Integrations \(QBO\)](https://help.factory.app/en/articles/10614713-timesheets-accounting-integrations-qbo.md): Send Factory Timesheet entries straight to your accounting package. - [Timesheets: Accounting Integrations \(MYOB\)](https://help.factory.app/en/articles/10582096-timesheets-accounting-integrations-myob.md): Send Factory Timesheet entries straight to your accounting package. - [Timesheets: Accounting Integrations \(Xero\)](https://help.factory.app/en/articles/10614207-timesheets-accounting-integrations-xero.md): Send Factory Timesheet entries straight to your accounting package. ## Settings - [Settings: Team](https://help.factory.app/en/articles/16596086-settings-team.md): Manage everyone who works on your jobs; find people fast, add members who log in and members who don't, and change roles, colours and access from the row. - [Profile](https://help.factory.app/en/articles/8320064-profile.md): Manage Profile settings and Sign out of Factory - [Fiki \(Factory Wiki\)](https://help.factory.app/en/articles/8299653-fiki-factory-wiki.md): Our Fiki provides an explanation of terms, navigation and other content to make your use of Factory even easier than it is. - [Resetting a Password](https://help.factory.app/en/articles/8338826-resetting-a-password.md): Change/reset your password - [Notifications](https://help.factory.app/en/articles/8315161-notifications.md): Track messages you've been @ mentioned in - [Settings: Document Templates](https://help.factory.app/en/articles/10294978-settings-document-templates.md): Manage and customise templates used across documents such as quotes, orders, and invoices - [Settings: Purchasing](https://help.factory.app/en/articles/12273539-settings-purchasing.md): Configure account's Purchase Order Settings - [Settings: Time Tracking](https://help.factory.app/en/articles/12382872-settings-time-tracking.md): Configure account's Time Tracking Settings - [Settings: Company](https://help.factory.app/en/articles/12796052-settings-company.md): Configure account's Company Settings - [US Measurements](https://help.factory.app/en/articles/14607616-us-measurements.md): Supporting Imperial measurements in lineal feet and square feet - [Settings: Integrations \(MYOB\)](https://help.factory.app/en/articles/14656165-settings-integrations-myob.md): Set up and manage the MYOB integration. - [Settings](https://help.factory.app/en/articles/14661084-settings.md): The following guides outline each section within Settings to support efficient and accurate system configuration - [Settings: Quotes](https://help.factory.app/en/articles/14661550-settings-quotes.md): Configure quote settings, including email options and default messaging for Quotes and Proforma Invoices - [Settings: Sales](https://help.factory.app/en/articles/14662226-settings-sales.md): Configure Quotes and Sales Orders, including display, sorting, and product rules - [Settings: Customer](https://help.factory.app/en/articles/14662583-settings-customer.md): Configure customer-related settings and behaviours - [Settings: Order Confirmation](https://help.factory.app/en/articles/14662891-settings-order-confirmation.md): Configure email settings and default messaging for order confirmations sent to customers - [Settings: Invoicing](https://help.factory.app/en/articles/14662948-settings-invoicing.md): Configure invoice settings, including email behaviour and default messaging for invoices and partial invoices - [Settings: PDF Settings](https://help.factory.app/en/articles/14714780-settings-pdf-settings.md): Control layout and formatting for system-generated PDFs ## Integrations - [Integrations](https://help.factory.app/en/articles/8343486-integrations.md): Integrate seamlessly with myob, quickbooks and xero - [MYOB Integration](https://help.factory.app/en/articles/8591002-myob-integration.md): Connect MYOB to Factory to streamline accounting and reduce manual data entry - [Account Package Integration - FAQs](https://help.factory.app/en/articles/8888539-account-package-integration-faqs.md): Accounting package integration frequently asked questions - [Xero Integration - Data Flow](https://help.factory.app/en/articles/8888580-xero-integration-data-flow.md) - [Xero integration](https://help.factory.app/en/articles/8889306-xero-integration.md): Xero integration details - [Xero: Choosing What Status Records Arrive In](https://help.factory.app/en/articles/16441080-xero-choosing-what-status-records-arrive-in.md) ## Mobile App - [Factory Mobile](https://help.factory.app/en/articles/10366924-factory-mobile.md): A dedicated mobile app experience for Factory.app for all Standard Users - [Delivery Scheduling \(Factory Mobile\)](https://help.factory.app/en/articles/10772022-delivery-scheduling-factory-mobile.md): Easily view schedule deliveries via Mobile App - [Planner \(Factory Mobile\)](https://help.factory.app/en/articles/11068989-planner-factory-mobile.md): Easily view Planner entries via Mobile App ## User Roles and Acess - [Access and User Roles in Factory](https://help.factory.app/en/articles/11812268-access-and-user-roles-in-factory.md): Ensures your team members have the right level of access to keep things running smoothly and securely. ## Payments - [How Payments Sync to Your Accounting Software](https://help.factory.app/en/articles/14075260-how-payments-sync-to-your-accounting-software.md): How Factory interacts with your accounting package - [Stripe – New Account Creation Guide](https://help.factory.app/en/articles/14075316-stripe-new-account-creation-guide.md): Step by step guide on creating Stripe account - [Refunds and Disputes](https://help.factory.app/en/articles/14075319-refunds-and-disputes.md): Managing Refunds and Disputes - [How Your Customers Pay an Invoice Online](https://help.factory.app/en/articles/14075217-how-your-customers-pay-an-invoice-online.md): The steps your customers will take to pay via Factory invoice payments - [Invoice Payments: Fees Explained](https://help.factory.app/en/articles/14075301-invoice-payments-fees-explained.md): Who pays for this feature? - [What is Factory's Invoice Payments Feature?](https://help.factory.app/en/articles/14075084-what-is-factory-s-invoice-payments-feature.md): A new Factory feature that lets you accept credit card payments - [Troubleshooting Stripe Setup](https://help.factory.app/en/articles/14075313-troubleshooting-stripe-setup.md): Guide to resolving common issues when setting up your Stripe account - [Invoice Payments: Frequently Asked Questions](https://help.factory.app/en/articles/14075328-invoice-payments-frequently-asked-questions.md): Answers to common questions about Stripe payments in Factory - [Setting up Factory Invoice Payments](https://help.factory.app/en/articles/14075173-setting-up-factory-invoice-payments.md): One-time invoice payments setup that takes around 10 minutes and must be completed by a company director - [How to Record Payments Against an Invoice in Factory](https://help.factory.app/en/articles/15495388-how-to-record-payments-against-an-invoice-in-factory.md): Step-by-step guide for recording full and partial payments across multiple invoices. - [How to Accept Online Invoice Payments via Stripe](https://help.factory.app/en/articles/15515411-how-to-accept-online-invoice-payments-via-stripe.md): Enable Stripe in Factory so customers can pay invoices online by card. This article covers Stripe Connect onboarding, adding the payment button to your PDF templates, the customer checkout experien... ## Walkthrough - [Factory How-To Video Library](https://help.factory.app/en/articles/15282440-factory-how-to-video-library.md): Training videos to help users get started with Factory and use every feature confidently. ## Kiosk - [Kiosk - Overview](https://help.factory.app/en/articles/16049168-kiosk-overview.md): An Overview of Factory's Kiosk feature enabling simple and efficient time tracking for your staff - [Kiosk Settings](https://help.factory.app/en/articles/16049188-kiosk-settings.md): Enable Kiosk, choose which tracking modes are available, and set your auto sign-out and break options. - [Setting Up & Pairing Your Kiosk](https://help.factory.app/en/articles/16049296-setting-up-pairing-your-kiosk.md): Get your team set up with accounts and PINs, then pair your shared device and learn how to disconnect it. - [Using the Kiosk: Clocking On & Off](https://help.factory.app/en/articles/16049344-using-the-kiosk-clocking-on-off.md): How your team signs in with a PIN and clocks on and off for attendance or a specific job. - [Kiosk Breaks, Switching Jobs & Your Time Records](https://help.factory.app/en/articles/16049624-kiosk-breaks-switching-jobs-your-time-records.md): Taking breaks, switching between jobs, adding manual time, and reviewing your logged hours from the Kiosk.