Your first day
Follow these steps in order to go from an empty system to your first correct invoice. Each step links to a detailed page.
1. Company details (10 min)
Fill in your VAT number, commercial registration, address and logo, and upload your signature and stamp if you want them on printouts.
2. Review the chart of accounts (10 min)
Your system comes with a ready standard chart. Add your own accounts, such as one per bank account and your cash boxes.
3. Bank account (5 min)
Add your bank account (bank name, IBAN and the linked ledger account) so you can upload and match bank statements later.
4. Customers, suppliers and items
Add your main customers, suppliers and the items or services you sell. For long lists in Excel, use Settings → Data → Data Import.
5. Opening balances
If you're moving from another system, record bank, cash, customer, supplier and stock balances as of your start date.
6. VAT
Make sure the 15% sales tax template is the default.
→ VAT
7. Your first invoice
Issue your first sales invoice, then print it or share it with the customer on WhatsApp.
8. Connect to ZATCA
If you're subject to e-invoicing Phase 2, connect before issuing official invoices.
9. Add your team
Add users, set each one's permissions, and turn on two-factor authentication.
→ Users & permissions · Two-factor authentication
Keep test data out of your system
Your system is your official books. Record real transactions only, and if you enter something by mistake, cancel it rather than leaving it.