Complete first launch
Follow the setup flow to create the first company. Enter the business name and default currency, then add an optional company logo.
Set document defaults
Choose the default templates for invoices, quotes, credit notes and receipts. Decide whether line discount, document discount, shipping or charges, tax, signature and chop should appear by default.
Add reusable records
Create at least one contact and one product or service. These records make document entry faster, but invoice and quote items can also be entered manually.
Create a safety backup
Open Backup after setup and create a full backup in a folder you can identify later. Repeat this after important configuration or data changes.
Need more help?
Contact support