First steps

1. Create your company

Enter your fiscal data: trading name, tax ID and fiscal address.

2. Set up the fiscal year

Open the current year and define the periods (quarters or months) for accounting closing.

3. Configure series and payment terms

Create your invoice numbering series (e.g. F-2026) and the payment terms you normally use.

4. Add customers and products

Import your customers and products from Excel or create them manually. Assign families, warehouses and prices.

5. Issue your first invoice

Create a quote, convert it to an order, generate the delivery note and finally the invoice. The accounting entry is created automatically.