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Welcome
▶️Getting Started
- What is Roopi?
- Who Should Use Roopi?
How Roopi Works
How to Set Up Your Roopi Account
Dashboard Overview: What You’ll See First
How to Sync Invoices from QuickBooks
👩‍💻Uploading & Managing Invoices
- How to Upload a New Invoice
- Supported File Types & Invoice Format Tips
Editing Invoice Info After Upload
Understanding Invoice Statuses: Paid, Open, Failed
How to Change Invoice Status (Paid, Open, Failed)
How to Mark an Invoice as Paid
How to Delete or Archive an Invoice
📥Automated Messaging & Follow-ups
- Messages Tab
- How Roopi Sends Messages for You
How to View Sent, Scheduled, Failed, and Inbound Messages
Searching and Filtering Messages by Type or Invoice
What to Do If a Message Fails to Send
Email vs. SMS: What’s Sent and When
What Roopi Messages Look Like to Debtors
How Roopi Decides When to Follow Up
Viewing and Responding to Debtor Questions
What Happens if a Debtor Says They Will Pay Later?
Alerts Tab
📊Tracking & Insights
- How to View Payment Progress
🔔Notifications & Reminders
- What Notifications You’ll Get from Roopi
- When Roopi Nudges Debtors Automatically
Controlling Notification Settings
💳Plans & Billing
- Understanding Invoice-Based Pricing
How to Change or Cancel Your Plan
Where to View Payment History
Roopi Pricing Plans
🧠AI Features
🔏Account Management
🛠️Troubleshooting

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