What are the basic steps for the initial setup?

Follow this checklist to set up the platform correctly.

1. Fill in company details

1. Go to Company data
2. Fill in your company name, address, VAT number, and contact details

2. Configure invoice settings

1. Go to Preferences
2. Set your starting number and payment terms
3. Then go to Display to choose your invoice template and logo

3. Add your first customers

1. Go to Contacts → Clients
2. Click on New customer
3. Fill in the name, email address, address, and VAT number

4. Create products (optional)

1. Go to Products
2. Create your most sold items with name, price, and VAT rate

5. Activate Peppol (optional)

1. Go to Connections > Peppol
2. Activate your Peppol endpoint

💡 Tip: Contact help@clouddematinvoicing.be if you need help with the setup.