Getting Started

1. Add your business info

  1. Click on the Settings cog icon
  2. Click on File Identity
  3. Update your information and click Save

2. Add your logo to invoices

  1. Click on View and then Templates
  2. Click on Sale Default template
  3. Click Upload next to the logo field and follow the prompts and Save

3. Add your Payment info to invoices

  1. Click on View and then Templates
  2. Click on Sale Default template
  3. Enter how you would like your customers to pay you in the Payment, notes and other information field and Save

4. Add a customer contact

  1. Click Add and then Contacts at the top of your screen
  2. Fill in all of the details and Save.

5. Add a sale

  1. Click on Sales and then Add
  2. Select the Contact you added in the previous step
  3. Select Service or Item layout (Small plan does not have Items)
  4. Enter all of the details of the invoice and Save.

6. Add an expense or buy stock

  1. Click on Purchases and then Add
  2. Select Service or Item layout (Small plan does not have Items)
  3. Enter all of the details of the invoice and Save.

7. Set up an inventory item

  1. Click on Add and then choose Item
  2. Enter all of the details of the Item and save

Note: Select Inventory (on balance sheet) if you keep stock. This cannot be changed later

8. Connect your bank account

  1. Click Add and then Bank Account.
  2. Fill in the fields and Save.
  3. In this same screen Click Enable Automatic Bank Feed
  4. Select the bank you'd like to connect
  5. Enter your online banking details and click Connect
  6. When connected, available bank accounts show in blue boxes. Click your choice.

Note: Transactions download in 5 minutes but can take an hour or more in peak periods.

See also

Enter opening balances for your chart of accounts
Enter opening balances for your items
Matching Bank Feed transactions to Saasu
Creating Tax Invoices, Estimates and Sales
Purchases and Expenses