How do I set up my invoicing platform for the first time?

Getting started is frictionless. Head to the sign-up page, enter your business email, and verify it to activate your account. The platform’s step-by-step onboarding assistant immediately kicks in and prompts you to:

• Choose your industry and business size
• Accept the terms and set a secure password
• Confirm your time zone and preferred currency

Throughout the initial setup, the assistant provides contextual tips. If you get stuck, the searchable knowledge base covers each setup screen in detail, from email verification to multi-currency configuration.

After the basics, complete your business profile to make your first invoice look professional. Under Settings > Business, fill in your legal name, physical address, tax registration number (VAT/GST if applicable), and upload your company logo. This data auto-populates on every invoice you send.

To enable online payments, connect a bank account through Settings > Banking. Enter your account and routing numbers, then confirm via the micro-deposit verification flow. Once verified, you can receive direct deposits and set up automatic reconciliation.

Before sending any invoice, fine-tune the look and feel. Navigate to Templates, select a base design, and modify:

• Primary accent color and font
• Header layout, including logo position and sender details
• Footer notes (payment terms, thank-you message, refund policy)

All edits preview in real time. Save your custom template as the default so every new invoice automatically inherits your branding. You can create multiple templates for different client types later.

With your profile and template ready, sending your first invoice takes under a minute:

1. From the dashboard, click New Invoice.
2. Pick an existing client or add a new one on the fly.
3. Add line items with description, quantity, unit price, and applicable tax rates.
4. Apply any discounts or shipping charges as separate line items.
5. Preview the invoice, then click Send to email it directly or download as a PDF.

The invoice automatically updates with your business details and chosen template. After sending, track open and payment status from the Invoices list. The platform logs every activity, so you can always see when a client viewed or paid.

• What are the first steps to create an invoice? From the dashboard, click New Invoice, select or add a client, then enter line items with descriptions, quantities, and prices. Once done, hit Save or send immediately via email. The invoice will include your saved template and business details automatically.

• How do I connect my bank account? Go to Settings > Banking and follow the micro-deposit verification. Enter your account and routing numbers, and the platform will send two small deposits. Once you confirm those amounts, the connection activates, enabling you to accept online payments and auto-reconcile transactions.

• Can I customize invoice templates before sending? Absolutely. Visit Templates, choose a base design, and edit colors, fonts, logo placement, and footer text. Save your customized template as the default, and it will apply to every new invoice you create going forward.