Getting started
Quick start
Send your first invoice in five minutes. A guided path through signup, basic account setup, and your first invoice.
This guide takes you from signup to a sent invoice in about five minutes.
1. Create your account
Sign up at docz.me/signup. You land on the dashboard as soon as verification completes.
2. Finish basic account setup
Before your first invoice looks right, set three things under Settings:
- Your business name and logo
- Default currency
- Tax rate (leave blank if you don't charge tax)
3. Add your first client
Go to Clients → New. Name and email are enough for the first invoice — you can fill in billing address and tax ID later.
4. Create and send the invoice
From the dashboard, click New invoice, pick the client, add a line item, and hit Send. The client receives a hosted invoice link and an email copy.
What next
- Create your first invoice — the full reference
- Send and track invoices — reminders and payment statuses
- Send a contract