About 5 minutes
- 1
Set your currency and business details
Open Settings → Business and enter your business name, address and currency. Amounts across the app, the work engine's replies and your documents all use it.
- 2
Add your first customers
Go to Customers and add a few — name is enough, email and phone are optional. Or tell the work engine: 'add customers Ada, Tunde and Chioma'.
- 3
Record an order
On Orders, create an order for one of those customers with a line item and price. It appears in today's numbers straight away.
- 4
Create an invoice
On Invoices, bill a customer with a due date. Draft, Due, Overdue and Paid are tracked for you.
- 5
Try the work engine
Open the chat and ask 'how is today going?'. It answers from your real data.
Good to know
- You can do all of this by talking to the work engine instead of using the forms.
- Import from CSV if you already keep customers, orders or invoices in a spreadsheet.