Getting started checklist

Use this checklist to get your Northyx workspace ready before you send your first invoice.

1. Go to Settings > Company and add your business name, address, and contact info.
2. Upload your logo and letterhead in Settings > Invoice and review default terms.
3. Set default GST/HST/PST rates in Settings > Tax.
4. Create or import customers and vendors from their list pages.
5. Review your chart of accounts in Accounts and add any missing categories.
6. Create a test invoice and download the PDF to confirm totals and branding.
7. Invite team members in Settings > Team when you are ready.

If you get stuck, search the Help Center for the step you are on.