First Steps After Sign Up
Set up your account and create your first invoice
Once you complete onboarding:
- Review Your Dashboard: Familiarize yourself with the overview page
- Configure Settings: Set up your default preferences in Settings
- Set Up Integrations: Configure email or WhatsApp for sending invoices (optional)
- Create Your First Invoice: Either manually or by uploading a document
Pro Tips
- Set default currency and tax rate to speed up invoice creation
- Configure integrations early to enable automatic sending