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How to use this manual

Every guide in this manual follows the same shape, so once you've read one you can read any of them quickly.

What each guide contains

  1. What it's for — a plain-language line or two on what the feature does.
  2. Where to find it — the exact place to tap or click on each platform.
  3. Walkthrough — numbered steps, each with a screenshot, in Web / iOS / Android tabs.
  4. Worked example — a real situation worked end to end.
  5. Tips & things to watch — when to use it, and the traps to avoid.
  6. Related guides — where to go next.

Reading the platform tabs

Steps that look different on each device are shown in tabs. Pick the device you're using:

You're on a computer or tablet browser. Menus usually sit on the left; the order panel sits on the right.

note

Pick a device tab once and the manual remembers it — every other guide opens to the same platform.

On-screen labels

When a guide names a button exactly as it appears in the app, it's shown like this: Bill & Settle. Tap or click the control with that label.