An environment is your workspace in Invoyz, usually named after your company or firm. In it you add your companies, users and workflows. You create an environment at portal.invoyz.app/onboarding.
Step 1: sign up
Choose how you want to sign up:
- Continue with Google or Continue with Microsoft: sign in with your existing work account.
- Continue with e-mail: enter your work email address. You receive an email with a link. Click the link to continue. The link is valid for 15 minutes. Nothing there? Check your spam folder or click Send again.
Step 2: name your environment
- Enter your First name and Last name.
- Under Environment name, enter the name of your company or firm.
- Agree to the terms and conditions.
- Click Create environment.
You become the owner (Account owner) of the new environment.
Step 3: setup
Choose how you book costs. Switch off what you do not use; those columns then stay out of the worklist. You can change this later.
- General ledgers: lines are booked per general ledger account. Almost always on.
- Cost centers: assign costs to a department or branch.
- Projects: assign costs to a project or job.
Step 4: connect your accounting system
- Choose your accounting system.
- Optionally change the Connection name. This is how the system is called in Invoyz.
- Click Connect and sign in to your accounting system in the window that opens.
Want to do this later? Click Skip, I will connect later.
Step 5: choose companies
Invoyz shows the companies found in your accounting system. Choose the ones you want to start with and click Add administration(s). You can add the rest later from Companies.
Done
Click Go to my environment. General ledgers and cost centers are fetched in the background; that takes a few minutes.
Want to stop halfway? Click Finish later. You can connect an accounting system and companies later in the portal.
Updated on 12 November 2026