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Setting up New Company with Advanced Settings

Setting up your company account in SlickPie account is very easy. Simply follow the steps below and you are able to set up the account in no time.

 

As soon as you sign up, you are logged in to your account right away.

 

Click Add Your Company

 

Demo Company lets you use the account and see how the different features work in SlickPie.

 

Add Your Company lets you add your company to the account.

 

 

 

 

Add Company Details

  

 

 

Please note

  • All yellow fields are mandatory and cannot be left empty.
  • Legal Name will automatically be filled as Display Name. But you can change either anytime.
  • The Country cannot be edited once saved.
  • Currency cannot be edited once saved.
  • Financial Year cannot be edited or deleted once saved. So confirm with your accountant or bookkeeper before filling this out.

 

 

 

Select Advance Settings

Once the Company Details are filled out, you will get 2 options:

  1. Quick Invoicing
  2. Advance Settings

 

Select Advance Settings.

 

 

 

Advance Settings has 4 Steps that helps you invoice your customer easily and are essential for the accounting. You are taken to each step one by one with the options to Save or Skip. If anytime you do not want to completel the steps, click Skip and you will be taken to the company's Dashboard right away. You can add or edit any of the information asked during Advance Settings later on too.

 

Make sure to click Save before going to the next section. Going to next section without saving will delete the information you just entered. This will also give you the chance to review the information you entered and let you edit it if you have to.

 

 

Step 1: Company Setup

Fill out the information as requested on this page.

 

Please note

  • Yellow fields are mandatory fields and cannot be left blank.
  • Click Save before going to next step. Clicking Next without saving will delete the information you just entered.
  • You can add or edit details about your company later on too. Visit Company Setup to learn more.

 

 

 

 

 

Step 2: Financial Settings

This includes Financial (Fiscal) Year which is a 12 month period for which the books are maintained and the financial statements are prepared. It may or may not be the same as the calendar year, so it's important to confirm the Financial Year with your accountant/ bookkeeper before setting it.

 

Please note

  • Yellow fields are mandatory fields and cannot be left blank.
  • Financial Year cannot be edited or deleted once saved.
  • Accounting Method is Accrual by default.
  • Currency cannot be edited or deleted once a transaction is posted.
  • Click Save before going to next step. Clicking Next without saving will delete the information you just entered.
  • You can add or edit details to your company's financial status. Visit Financial Settings to learn more.

 

 

 

 

 

 

 


 Step 3: Upload Your Logo

You can upload the logo of your company on this page according to the size mentioned. This logo will appear on your customer's invoice.

 

 

 

Step 4: Invoice Format

This section lets you design the Invoice for your company. You can use the Basic Invoice provided by SlickPie or design a new one. You can create as many Invoice designs as you want. You can also assign a particular design to a particular customer. Click Preview to view the design before you save it.

 

You can create and save more than one invoice design. Visit Invoice Format to learn step by step process.

 

 

 

 

Setting up Invoice is the last step in setting up your company. Once you save the Invoice Format, click Done. This will take you to the Dashboard of the company.

 

 

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