The setup assistant will appear on Invoy's first run to help you configure and setup things very quickly and have Invoy up and running in a no-time. It has 4 sections: Company, Currency, Taxes and Document.
The basic informations for your company or business: Your company's logo, name, address and tax number. The country field is important as it pre-configures automatically some settings such as currency, taxes and document output language for your country ¹.
¹ This feature might not be available for your country. In that case configurations must be done manually.
To add a logo:
To remove a logo:
or:
Your country's currency. If the values have been added automatically, please, double check them and correct if needed.
Your country's taxes.
To add a tax:
To remove a tax:
Warning: If you remove a tax that's been assigned to items, the items will loose this tax. This does not affect items already in documents.
Document specific preferences: The language in wich the document will be outputed, header and footer texts. The header is preseted by the company section, but can be changed at will.
This is where you should specify mandatory text and information required by your country's law.