Setup

Getting Started

Learn the basics of setting up your business profile, configuring payment methods, and customizing invoice defaults to get your invoicing system ready.

1:03
5 steps
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About This Tutorial

Learn the basics of setting up your business profile, configuring payment methods, and customizing invoice defaults to get your invoicing system ready.

Duration
1:03
Steps
5
Level
Beginner
Category
Setup

Step-by-Step Guide

Step 1

Navigate to the Business Settings page

Step 2

Fill in your company information and logo

Step 3

Configure default payment methods (bank transfer, PayPal, etc.)

Step 4

Set up invoice numbering and default terms

Step 5

Review, save your settings and refresh page

Progress0 of 5 completed

Pro Tips

1

Upload a high-quality logo for professional invoices

2

Set payment terms that work best for your cash flow

3

Turn on notifications to get push notifications

Tutorial Progress

Tutorial 2 of 825% Complete