Application/Docs
LoginStart free

Docs

First-day checklist

OverviewCreate an accountCreate a BusinessInvite your teamFirst-day checklist

First-day checklist

Get a Business ready for real work in one sitting.

Last updated 2026-09-01

Goal

Finish with a signed-in owner, an active Business, at least one teammate or role plan, a minimal catalog, and a party you can invoice — without inventing features you do not need yet.

Checklist

Account & Business

  • Create and verify your account
  • Register a Business and confirm currency/profile
  • Review plan (stay on free or upgrade)

Team

  • Define or adjust roles for how you work
  • Invite at least one teammate if others will help

Data you will reuse

  • Add a few products or services
  • Create a customer or client (and company/contact if useful)
  • Draft a sample invoice or quote
  • Log a test expense if you track costs

Optional integrations

  • Configure Business email before sending invoice email
  • Create a Business Application only if you need API access
  • Skim Integration overview and recipes

Related

  • Overview
  • Support & contact
PreviousInvite your teamNextProducts & services
|

On this page