Get from setup to your first invoice.

First-day checklist

1. Complete Company Profile

   Add the business details that should appear on documents.

2. Review Branding and Settings

   Check your logo, currency, date format and document defaults.

3. Create a customer

   Save contact and address details once so you can reuse them.

4. Create a quote

   Add items, discounts, tax and shipping only where they apply, then preview before saving.

5. Send or share the quote

   Use the supported sharing control when you are ready to give the customer a secure document link.

6. Convert to an invoice

   When the quote is accepted, create a draft invoice and verify the carried-forward details.

7. Record payment

   Add payments to the invoice as they arrive so its balance stays current.