Use the dashboard guide to work through the first saved setup steps.

1. Open Get Paid Faster

Go to Dashboard for the intended business. Expand Get Paid Faster if it is collapsed.

Get Paid Faster shows the saved setup steps and the Create Invoice button.

2. Complete the setup steps

Review business details and add the intended customer. Open each step to use its normal app form and save the requested record.

3. Create the invoice draft

Under Create Your First Invoice, choose Create Invoice. Follow the guide through Customer, Products or services, and Save draft. Then open Preview and review the result.

4. Finish the remaining steps

Review sending and payment options separately. Saving the first invoice does not finish every item in the guide. If you delivered it another way, Mark as Sent records that choice without emailing.