Skip to main content

Quick Setup

Get Started Fast with Quick Setup​

Setting up your business software doesn't have to be complicated. With Quick Setup in Invent ERP, you can configure your account in just five minutes, ensuring that all essential settings are in place so you can start working efficiently from day one.

Accessing Quick Setup​

You can find Quick Setup in two locations:

  • The Homepage — A shortcut for a seamless start.
  • The Toolbar (Upper-Right Corner) — Always available for quick access.

Clicking either option takes you directly to the Quick Setup page.

Step 1: Company Data​

Start by entering your business details, including:

  • Tax & VAT ID
  • Legal and commercial registration details

:::tip Upload your company logo to personalize your system and give your documents a professional touch. :::

Step 2: Accounting Data​

Set up your financial operations:

  • Your main currency and additional currencies for transactions.
  • American Accounting Practices (if applicable) — allows recording the cost of goods as an expense when invoiced instead of when received.
  • Automatic currency rate updates (available in certain countries).
  • Predefined terms and conditions for invoices, orders, and quotations.

Step 3: Bank Data​

Add and manage your banking details. To add a new bank, click the Quick Add icon and enter:

  • Bank Name
  • SWIFT Code
  • Country

Step 4: Tax Settings​

Configure tax preferences:

  • Default Sales Tax — Automatically applied when adding new products.
  • Default Purchase Tax — Ensures consistent tax application.
  • Tax Return Periodicity — Set how often tax returns are filed.
  • Journal Selection — Define where tax return data is recorded.

Step 5: Report Customization​

Make your business reports clear, professional, and branded by:

  • Adding custom headers and footers.
  • Defining the layout of invoices, quotations, bills, and reports.

Quick Setup ensures you have everything in place to hit the ground running with Invent ERP.