Create a business

Once you are logged in for the first time, you will get prompted to create a business.

Creating a business is needed to begin sending invoices. By the way, you may at any time create new businesses by clicking the CHANGE BUSINESS button on the Home page and then clicking ADD BUSINESS.

Step 1 – address and location

This is where you give information about the location and physical address of your business.

Step 2 – bank information

Your bank information lets your customer know where to send their payment.

Step 3 – Invoice settings

Specify whether you are tax registered, what invoice number to start on, and the default days until the invoice should be due.

A note about invoice numbers

Invoices must be automatically numbered in a continuous sequence without gaps, and they must not be editable after they are issued. Conta of course takes care of these requirements for you, the only thing you must have in mind is the starting number.

If this is your first invoice from this business, you can start with 1, 1001 or whatever starting number you decide on. If you have created invoices with this business outside of Conta, you must start on the next number in line.

Remember to click SAVE and you’re all set!