Get started with Invoyz: first steps

If you created the environment yourself, you see the bar Get started with Invoyz at the top of the dashboard. It shows how many steps you completed. The next step is highlighted.

The steps#

1. Add a company: only shown if you did not add a company in the wizard. Click Add.
2. Upload first invoice: click Upload and choose an invoice.
3. Book first document: click Go to ready to check, check the invoice and approve it.
4. Invite colleagues: click Invite and add a user.

A step is ticked off automatically once you have done it. When all steps are done the bar disappears. Want it gone earlier? Click the cross on the right.