Invoice LayoutCustomize the look of your invoices.CustomizeLooks great!Sample Invoice
Send an invoice to test the customer portal.
Send sampleSample invoice sent!Bank AccountSetup your bank account to sync bank feeds.Add a bankStep Completed!Fiscal YearDefine your fiscal years opening & closing dates.ConfigureStep Completed!Chart of AccountsSetup your chart of accounts and record initial balances.ReviewChart of account set.
Setup your company's data for reports headers.
Congratulations! You are all set.account.invoice.layout.onboarding.formres.companyprimary1000Configure your document layoutir.actions.act_windowres.companyformformnewmail.compose.message.form.account_invoice_onboarding_sample_invoice
mail.compose.message1000primary111Send a sample invoiceir.actions.act_windowmail.compose.messageformformnewTaxesChoose a default sales tax for your products.Set taxesStep Completed!account.invoice.layout.onboarding.formres.companyprimary1000Sales taxir.actions.act_windowres.companyformformnew