Before Sending the First Invoice

Before Sending the First Invoice

Before you start invoicing with Vektori, you need to add some information about your company to Vektori. The Vektori Setup Assistant can help you with this, for example:

• Click the Dashboard button on the left sidebar

When you log in to Vektori for the first time, the Setup Assistant appears at the top of the page. It guides you through the service setup step by step. The steps are:

1. Complete company information
2. Add bank account
3. Add product group
4. Add product
5. Add payment terminal
6. Add receipt texts
7. Add customer
8. Create the first invoice
9. Invite other users

A green tick next to a step means it has been completed. Click any step to go directly to that function. Once you have completed all the steps, you can hide the assistant by clicking "Done".

• You can update the company’s basic information by going to Settings in the left sidebar and then to Company -> Company Basic Information.
• You can add your company’s bank account through the same settings (Settings -> Company -> Bank Accounts). When you add the first bank account for your company, it will be set as the company’s default bank account.
• We also recommend checking that Vektori’s general settings are correct. You can find these by going to Settings in the left sidebar and then to Vektori -> General.