How to set up your workspace on day one

A short setup pass on day one saves time later. Focus on the details that appear on invoices, client records, and dashboard totals before you issue your first real document.

Step 1 — Confirm company details

1. Select Settings in the left navigation.
2. Open the Company section.
3. Enter your legal name, tax ID, company type, and billing address.
4. Add contact details such as email and phone that should appear on customer-facing documents — see how to manage branding and contact details for the full contact block.
5. For field-by-field guidance, see how to update company legal details.
6. Select Save.

Step 2 — Set invoice defaults

1. In organization settings, open Invoice defaults.
2. Set your default series, payment terms, and PDF template style.
3. Save the section so new invoices start with the right numbering and layout — see how to change invoice defaults for details.

Step 3 — Add your main clients

1. Open Clients and create records for the customers you bill most often.
2. Include email and tax ID where available so sending invoices is smoother later — see how to handle client tax details for tax fields.

Step 4 — Review the dashboard

1. Return to Dashboard to confirm the workspace is ready.
2. Check whether any required actions appear, such as missing setup items or documents waiting for review.
3. When company details and at least one client are in place, you can create your first invoice.