Help centre

What you get on the 14-day Pro trial

Every new account starts on a 14-day Pro trial. Here is what is included and what happens when it ends.

Setting up in under 7 minutes

Add your details, pick your currency and region, and you are ready to send your first document.

Create a project and add a client

Projects keep everything for one piece of work in one place. Here is how to create one and link a client.

Collect new enquiries with an onboarding form

Share a simple form so new clients tell you about their project before you even talk. Here is how it works.

Bring your clients and projects across

Moving from another tool? Import your clients and projects from a spreadsheet so you start with your work already in place.

Use HelloNoa on your phone

HelloNoa works in your phone's browser, and you can add it to your home screen so it opens like an app.

Send a proposal

Build a proposal with line items and totals, then share it with your client in a couple of clicks.

How signing a contract works

Get a contract signed in minutes. Here is what happens on your side and what your client sees.

My client hasn't signed yet

Waiting on a signature? Here is how to see where it is stuck and give your client a nudge.

Turn a proposal into a contract or invoice

Once a client accepts your proposal, you do not start from scratch. Carry the figures straight into a contract or invoice.

What your client sees in their portal

Share a single private link and your client gets one tidy place to see everything for their project.

Taking a deposit before work starts

Set a deposit on the project and HelloNoa raises the deposit invoice for you the moment the contract is signed.

Send your first invoice

Add line items, let the totals add up, and send a clear invoice your client can pay easily.

VAT: when you charge it

A plain-English look at when freelancers add VAT, with UK guidance first and a note for everyone else.

Recurring invoices & removing our branding

Set invoices to send on a schedule and put your own brand on your documents. Both are Pro features.

Chasing a late payment & how reminders work

How automatic payment reminders work, exactly when they send, and how to chase without the awkwardness.

After you've sent an invoice

Recording a bank transfer, editing an invoice you already sent, deleting one, and what happens if a client pays too much.

Track your time and bill for it

Run a timer while you work or add hours by hand, then turn that time into an invoice without the maths.

Your rights when an invoice is late

Late-paying client? In the UK you have real rights, including charging interest. Here is the plain-English version.

Making Tax Digital: what it means for you

HMRC's Making Tax Digital rules started in April 2026 for some sole traders. Here is the calm, plain-English version.

Get set up to receive payments

Connect Stripe to take payments, and see what your clients can pay with, including Pay-by-Bank.

Where's my money? Payout timing explained

Your client paid but it isn't in your bank yet? That's normal. Here is exactly how payouts work.

My payout failed or Stripe wants more info

If a payout is held or Stripe is asking for details, it is usually a quick fix. Here is what to do.

Platform & processing fees explained

Two separate fees apply when a client pays by card: our small platform fee and Stripe's own fee.

A client disputed a payment

A client charged back a card payment they made to you? Here's what a dispute is and how to respond.

Plans, founder pricing & changing plan

What's on each plan, how founder pricing works, and how to upgrade, downgrade, or cancel.

Refunds and your 14-day right

How refunds work when you upgrade to a paid plan, and what your 14-day right to cancel means.

Your subscription payment didn't go through

If a payment for your own plan fails, don't panic. Here is what happens and how to put it right in a minute.

Why was I charged?

Spotted a charge you weren't expecting? Here are the two things it's almost always one of.

Your data & privacy

What we store, where it lives, and how we keep your account secure. The short answer: yes, it's secure.

Export or delete your data

Your data is yours. Here is how to get a copy of it, and how to delete your account if you decide to leave.

Connect Calendly, Google Drive & Dropbox

Link the tools you already use so scheduling and file storage fit neatly around your HelloNoa workflow.

Connect Claude to your studio

Connect your own Claude and it can check what needs doing, search your studio, and draft documents for you to review. Sending, signing and taking payment stay with you.