Setting the business up once, correctly, so everything after it behaves.
In this section
1
Set up your business
Name, GSTIN, state and financial year — the settings everything else derives from.
2
Numbering series
Prefixes and sequences per document, per branch, per year.
3
Invite your team
Users, roles, and deciding who sees what.
4
Import your existing data
Bringing customers, leads, items and documents in from a spreadsheet.
Something missing or wrong here? Tell us — a question that needed asking usually means a page that needed writing.