Invoice LayoutCustomize the look of your invoices.CustomizeLooks great!Create Invoice
Create your first invoice.
CreateFirst invoice sent!Bank Account
Connect your financial accounts in seconds.
Add a bank accountStep Completed!Accounting PeriodsDefine your fiscal years & tax returns periodicity.ConfigureStep Completed!Chart of AccountsSetup your chart of accounts and record initial balances.ReviewChart of accounts set.TaxesSet default Taxes for sales and purchase transactions.ReviewTaxes set.Congratulations! You are all set.Create first invoiceir.actions.act_windowaccount.moveform{'default_move_type': 'out_invoice'}TaxesChoose a default sales tax for your products.Set taxesStep Completed!account.invoice.layout.onboarding.formres.companyprimary1000Sales taxir.actions.act_windowres.companyformnew