Your First 30 Minutes
A safe order for configuring Prospect and completing the first customer transaction.
Use this checklist as an owner or administrator. Complete company-wide settings before inviting operational users so new documents start with correct defaults and numbering.
Setup order
Confirm the legal company identity, address, EDB, EMBS, default currency, and locale under Settings → Company.
Create the fiscal year, then configure document series for every document type you intend to publish.
Review the default warehouse, tax rate, currency, and sales/purchase workflow policies.
Add bank accounts, warehouses, units of measure, categories, tax rates, and currencies that your team will use.
Create at least one customer or supplier and one product or service.
Create a sales invoice, review the totals and the live PDF preview beside the form, and select Save and issue.
Invite colleagues and give each member only the modules and actions needed for their job.
Issuing an invoice (or confirming an order, shipping a delivery note, or receiving goods) creates official operational effects such as document numbers, stock movements, reservations, or open financial items. Keep test documents as drafts with Save draft until their details are correct.
Until the first invoice is issued, the Get ready to invoice guide lists these essentials and leads you to it.
Next: Set up your company and Configure document series.