Complete guide to start using the professional invoicing platform. Follow this step-by-step sequence to set up your account, business, and start invoicing without blockers.
1. Create account and verify email
First, create your user account. We offer two registration methods: email and password, or using your Google account (OAuth). As an account holder, you will enjoy a 1-month trial period from registration. Email verification is mandatory to activate all features.
Tips & Best Practices
- Use a unique password with at least 8 characters
- Email will be used for password recovery and notifications
- Google OAuth is faster and requires no password management
- You must accept terms of service and privacy policy
- The system records your legal consent with IP and timestamp
2. Create your business
Inside the dashboard, create a business and complete the required fiscal data. A business is the legal entity that issues invoices. You can manage multiple businesses from a single account. Each business has independent configuration: fiscal data, invoice numbering, default taxes, bank details, and language preferences.
Tips & Best Practices
- Legal name: must exactly match your fiscal registration
- Tax ID: enter the fiscal identifier without spaces or dashes
- Fiscal address: must be the officially registered address
- Configure numbering pattern (e.g., {SEQ:5}-{YYYY}-{CODE})
- Set default VAT and IRPF to speed up invoice creation
- Add IBAN and bank details to display on invoices
- SEPA QR code allows clients to pay easily
3. Add clients
Register your clients with full name, tax identifier (Tax ID), and complete address. Sensitive data (Tax ID and address) is automatically encrypted with AES-256 for maximum security. You can create clients manually one by one or import multiple clients via CSV.
Tips & Best Practices
- Each client needs a unique identifier within the business
- Complete legal name, Tax ID, full address, and postal code
- Client email is optional but required for automatic delivery
- You can override payment details per specific client
- Use CSV import to load multiple clients at once
- System automatically detects delimiters (comma or semicolon)
- Keep data updated to avoid fiscal issues
4. Create your first invoice
Create an invoice in draft status, add line items with taxable base, review automatic VAT and IRPF calculations, and when ready, change the status to "pending" to finalize it. Invoices can have multiple lines, each with description and amount. The system automatically calculates subtotals, taxes, and total.
Tips & Best Practices
- You can create an invoice for a single client or multiple at once
- In draft you can edit everything freely without restrictions
- Once marked as "pending", the invoice is legally finalized
- Finalized invoices cannot return to draft status
- Download professional PDF with SEPA payment QR code
- Send invoice by email directly from the platform
- Use rectification invoices to void or correct issued invoices
- System generates invoice numbers automatically per your pattern
5. Export and manage invoices
Once invoices are created, you can export them in different formats. Download individual PDFs or multiple invoices in a ZIP file. Export tax reports in CSV for accounting. Check audit history to see who accessed or modified each invoice.
Tips & Best Practices
- Download multiple invoices as ZIP by selecting them in the list
- Export tax reports grouped by VAT and IRPF type
- Use CSV export to import data into your accounting software
- System records every download and send in the audit log
- Filter invoices by status, date, client, or time range
- Tax reports include totals per tax rate
6. Integrations and automation (optional)
For advanced use cases, use the RESTful API to integrate the platform with other systems. Generate API tokens with specific permissions per business. Query invoices programmatically, apply complex filters, and download data in JSON format. The API is documented with OpenAPI 3.0 with interactive interface.
Tips & Best Practices
- Create API tokens from dashboard with permissions per business
- Each token has a visible prefix for identification
- Tokens are hashed with SHA-256 for maximum security
- Set expiration date (default 180 days)
- Use interactive OpenAPI documentation to test endpoints
- Authentication via Authorization: Bearer {token} header
- Supports pagination, status filters, and date ranges
- Revoke unused tokens to maintain security