Gildfold support.

Starting a workspace

Choose Set up my business on the welcome screen and enter your business details. Choose Explore the sample studio to try invoices, inventory and finance with example records. Leave the sample studio from Settings to return to your own books.

Sending an invoice

Open an issued invoice and preview the PDF. Use the share or mail action to pass the invoice to an installed app. In Gmail or your preferred mail app, check the recipient and attachment, choose the sending account, then tap Send. These actions are available without connecting a Google account to Gildfold.

In approved iPhone and Android test builds, direct Gmail delivery is available through Workspace → Settings. The sender must be on the approved test list. If a submission is unconfirmed, check Gmail’s Sent folder before trying again.

Working with stock and payments

Issue an invoice with product or service lines. For goods, record a delivery when the items leave your business. Record a payment separately when money arrives. A deposit or partial payment reduces the outstanding balance by the amount you enter.

Moving to another phone

On the old phone, open Workspace → Settings → Export workspace backup and save the JSON file somewhere you control. On the new phone, choose Restore a backup, select the file and confirm that the destination workspace can be replaced. This works between iPhone and Android.

Export from the old phone before uninstalling. The apps do not merge changes made on separate devices. Reconnect Gmail separately if you use a test build with direct Gmail access.

Privacy and account controls

The ledger works offline. You can enable device screen lock, export a backup or delete your local workspace from Settings. For details about connected Gmail, sharing, storage and deletion, read the Gildfold privacy policy.