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Getting started

Set up your business and invite your team

Getting started

  • After you register you land straight on your Dashboard, inside a 14-day free trial with every module unlocked — explore freely before you choose a plan.
  • Open Settings → Businesses (or your business switcher at the top of the sidebar) and fill in your business details:
    • Name, RC number, TIN, address, phone
    • Logo and authorized signature
    • VAT settings and base currency
    • Default terms and payment terms
    These pre-fill every new document so you only set them once.
  • Give your business a short code on that page (e.g. "OINL"). It's used to number your documents — leave it blank and one is generated from your business name's initials.
  • Use more than one business? Switch between them any time from the dropdown at the top of the sidebar.
  • Go to Team from your business page to invite colleagues and set what each of them can do — see Team & roles.
  • Made a business by mistake, or need to wipe one clean? The quick Delete on the Businesses page only works on an empty business with no documents. To permanently remove a business and everything in it, use Delete all data… instead — owner only, and it asks for your password and the business name typed out before it does anything.