Nexus ERP, Documentation
Welcome. These guides walk you through everything you can do in Nexus ERP, no diagrams, no jargon, just clickpaths.
Start here
- New to the app? Read Getting started, a 10-minute tour of the things you'll do most.
- Need to give people access? Inviting vs creating users explains the two ways and when to use each.
- Confused by roles? How roles work is the one-stop guide.
Common tasks
- Create a client
- Send an invoice
- Record a payment
- Create a task
- Convert a lead into a client
- Create a short URL
- Schedule a meeting
- Create a task from Telegram
- Create a task from WhatsApp
Browse by area
- Concepts: data model, permissions, client portal.
- Team: invite vs create, roles, teams.
- Profile: your profile, notifications, WhatsApp, Telegram.
- CRM: clients, leads, projects.
- Finance: overview, invoices, quotes, payments, accounts, expenses.
- Marketing: short URLs.
- Work: tasks, files, chat, meetings, passwords, rewards.
- Admin: org settings, custom domains, email senders, feature flags, API keys, audit log.
Building an integration?
Jump straight to the Developer API Reference. Every endpoint has a live Try it panel that runs against your real organisation.
Heads up
The "Try it" panel needs an authenticated session with the Developer Access permission. You'll be prompted to generate a one-hour test token when you reach an endpoint page.