Sign in at vantagebooks.app/login with your work email and password. The phone app takes the same ones.
If your team invited you, open the invitation email and set your password there first. If you use two-factor sign-in and lost your authenticator, email us from the address on your account.
On the sign-in page, press Forgot password? and enter the email you use for Vantage Books. If an account matches, we send a link to set a new one. Nothing after a few minutes? Check your spam folder.
Sign in, open Settings › Your account (on the crew screens, Workspace › Settings) and press Delete my account at the bottom. You type your email to confirm, in the phone app or in a browser. Can’t sign in any more? Email us from the address on the account and we will delete it for you.
Estimates are under Work › Estimates and invoices under Money › Invoices. One you left half-made with a customer on it stays in the list as a draft. Open an invoice to send it, record a payment, or send a reminder once it is late.
Open Money › Banking. Under Connected banks, a bank marked Needs attention or Re-connect soon has a Re-connect button: press it and sign in to your bank again. To add a bank, connect it from the top of the same page, or import a CSV statement.
