From empty tenant to a clean first invoice

Stand up trading party basics first: registered name, tax identifier, invoicing address, and the email or portal address that should receive statutory documents. Ambiguity here multiplies support load on every later document.

Choose one template, map line items to products or services with correct tax treatment, and preview before send. If your stack supports it, lock rounding and currency display conventions up front so approvals do not reopen formatting debates.

Record payment when it clears—gateway event, manual bank deposit, or write-off—with a trace back to this invoice row. Future you is running aging and replenishment forecasts from the same truths, not from wishful deltas.