Quickstart

Goal

Get your team ready to issue compliant invoices confidently.

1. Create Your Account and Workspace

• Sign in to ZUTAX.
• Create your workspace name and basic profile.
• Confirm your primary company details.

If you need help, see Account and Workspace Setup.

2. Add Your Company and Key Contacts

• Complete business legal details and tax identifiers.
• Add supplier and customer records with accurate contact information.
• Verify all core billing information before issuing documents.

3. Invite Team Members

• Invite finance, operations, and admin users.
• Assign roles based on job function.
• Keep sensitive permissions limited to trusted admins.

See Invite Team and Set Roles.

4. Issue Your First Invoice

• Create an invoice draft.
• Review amounts, tax lines, and recipient details.
• Submit and validate before dispatch.

Use First Invoice Checklist to avoid common errors.

5. Start Daily Operations

• Monitor invoice status updates.
• Handle corrections with credit notes when needed.
• Track billing usage and subscription status monthly.
• Keep party records and core settings clean to reduce recurring errors.

Continue with Managing Workspaces and Companies.