Before creating your first document, complete these steps:

1. Enter Your Business Details

Go to:

My Business → Settings

Fill in:

• Business Name
• Address
• Email Address
• Phone Number
• Logo

These details appear automatically on your documents.

2. Configure Tax Settings (If Applicable)

Under Settings, in the Document Settings tab configure:

• Tax label (e.g. VAT)
• Tax rate
• Tax calculation mode

If you do not charge tax, you can disable it.

3. Check Document Numbering

Ensure your invoice and quote numbering format matches your business requirements.

4. Add Your First Customer

Go to:

My Business → Customers → Add New

Enter the customer’s:

• Name
• Email
• Address

TIP: When creating new documents, if the customer doesn’t exist in your database, a record will be created. This means you are able to skip the above step and simply enter the customer’s details directly into a new document, saving you time!

5. Create a Test Invoice

Go to:

My Business → Document Designer → Invoice

Add a test customer and line item and preview the PDF.

This ensures everything looks correct before sending to real customers.

Once completed, you’re ready to start using JiffyTrade.