- Create firm profile and confirm GST/state details.
- Set numbering preferences for core documents.
- Add at least one party and one item.
- Create a test estimate and preview PDF before going live.
Tip: Use one sample party and one sample item to verify numbering and tax labels before real billing.
Important: Do not start live invoicing until GST and state details are verified for your firm.
A complete setup pass reduces support load and billing mistakes later.
Docs