Get help with Primary Record
3
Manage a Professional Account
6
- Configuring Client Billing for Your Professional Account
- Send Invoices and received payments with Client Billing in Primary Record
- Create or edit your organization’s profile in Primary Record
- Invite other users to your organization on Primary Record
- Create and manage a referral list
- Change your Primary Record Professional subscription and payment method
- Manage your clients
Use the Primary Record Mobile Web Apps
2
