First steps after onboarding

The wizard left you on the dashboard. This guide walks you through the first 30 minutes: verify the subscription, complete master data, enable the modules you need and get fiscal compliance ready if you are going to invoice.

Reading time: ~7 min

When to use this

• You just completed the onboarding wizard and are seeing the dashboard for the first time.
• You want to operate without surprises (disabled buttons, missing modules, unconfigured fiscal module).

Before you start

• You are the business Owner (only the Owner completes the wizard).
• You continue the session started in the browser where the wizard ended.

Step by step

1. Verify your subscription

The wizard already charged the plan via Stripe Checkout and synced your subscription. Confirm that everything is fine:

1. Go to Settings → Billing and subscription.
2. Check that the listed plan (FREE, STARTER, PROFESSIONAL or ENTERPRISE) matches the one you chose.
3. Verify that the status says Active.

If you see PAST_DUE, UNPAID or INCOMPLETE, open the Stripe portal from the same page and update your payment method. Until you resolve it, several actions remain blocked.

2. Check the country you chose

In that same business details step, the wizard asked you to choose the country your business operates in. It is the choice with the widest consequences in the whole signup, so review it before anything else:

• It cannot be changed afterwards. Like the currency, it is fixed when the business is created. In Settings → General settings it is shown, but not editable.
• It decides which tax identifier the application asks you for. If you operate in the Dominican Republic, the form asks for the RNC and it is required to continue. If you operate anywhere else, the RNC disappears from the screen and in its place you get the tax identifier that country uses: in the United States, the 9-digit EIN. That identifier does not block signup if you leave it blank - you can fill it in later from General settings.
• It preselects the currency. Choosing the country switches the currency to the matching one on its own. The last word is still yours: the currency selector stays open and you can change it before continuing.
• It decides which billing module you get. DGII electronic invoicing is Dominican: it exists only for a business operating in the Dominican Republic. A business in another country will get its own country's module when it becomes available, never the Dominican one. See Modules.

If you picked the wrong country and have not loaded any data yet, contact support before going any further: there is no way to correct it from the application.

3. Check the currency you chose

In the business details step, the welcome wizard asked you to choose the business currency between Dominican peso and US dollar. It is worth verifying now, because it has two important consequences:

• It cannot be changed afterwards. It is a read-only field in Settings → General settings. All your documents, reports, exports and your plan's sales limit are expressed in that currency.
• e-CF electronic invoicing is only available in Dominican pesos. A business created in dollars cannot activate that module, because the DGII regime is expressed in pesos. If you are going to issue electronic tax documents in the Dominican Republic, your business has to be in pesos.

If you picked the wrong currency and have not loaded any data yet, the cleanest move is to contact support before going any further. See General settings and Fiscal configuration.

4. Use the dashboard checklist as a compass

On the dashboard, above the KPIs, you will see a "Configure your business" widget with 9 items and a progress bar. Each item takes you to the place where it is completed. It is designed to guide you in this order - go through it from top to bottom.

The widget hides itself only when you complete the 8 base items, dismiss it with the X, or your account reaches 30 days since creation.

5. Configure email and storage (integrations)

1. Go to Settings → Integrations.
2. Configure the tenant's email provider (you will use it to send invoices and notifications to clients). Without this, emails only go out if you have a provider configured.
3. Configure storage (S3 / compatible) if you are going to attach files to documents.

6. Load your master data

Before invoicing you need, at minimum:

• Categories - the product catalog requires them. Create at least one in Products → Categories.
• Products or services - add them in Operations → Products. If you sell services, create them as a service-type product.
• Clients - at least one with their RNC/Cédula. You create it in Operations → Clients.
• Sales agents (optional) - if you handle commissions, create them in Operations → Sales agents.

Want to shortcut the setup to test the system? The checklist includes "Load sample data", which creates demo categories, products, clients and suppliers. Only use it in test businesses - the data stays in your database.

7. Enable the modules you need

Your plan already enabled the default modules. For the rest:

1. Go to Settings → Modules.
2. Enable the modules you are going to use (Inventory, Point of sale, Purchases, Accounting, Fiscal, etc.). If a module does not appear, your plan does not include it.

More details in Modules.

8. Configure the fiscal module if you are going to invoice

This only applies if your business operates in the Dominican Republic and is going to issue documents with fiscal value.

1. Go to Settings → Modules and try to enable Fiscal (e-CF). If your business has no RNC registered yet, the switch snaps back on its own and the notice Configure your business RNC before enabling electronic invoicing appears with a Configure RNC button.
2. Press Configure RNC. A dialog opens asking for the RNC, the legal name exactly as registered with the DGII and, optionally, the fiscal address. On save, the module becomes active with no further step.
3. Now go to Fiscal → Configuration to complete the rest: trade name, branch, tax regime, default document type and operating environment.
4. In Fiscal → Sequences, load the e-CF sequence ranges authorized by the DGII for each type of voucher you are going to issue.
5. Upload the taxpayer's certificate in Fiscal → Certificate (or use the platform certificate by registering the delegation in the DGII Virtual Office).

The order matters, and that is why the dialog exists. The RNC lives inside the fiscal module, so without it the module cannot be turned on, and with the module off you cannot reach the screen where it is written. The dialog in the notice breaks that circle: it is the only place where the RNC is registered for the first time.

Read Fiscal configuration, Sequences and e-CF certificate.

9. Invite your team

1. Go to Settings → Users → Invite.
2. Enter each member's email and choose a role for them.
3. They will receive a code/email to join the business.

On roles and fine-grained permissions: Users, roles and permissions.

Expected outcome

• Your subscription appears Active.
• The dashboard configuration widget shows at least 5 of 8 items in green.
• You have at least one client, one product and one category created.
• If you are going to invoice fiscally, you have an RNC and at least one active e-CF sequence per type of voucher.
• Your collaborators already have invitations sent.

Common errors

Related

• Interface tour
• Modules
• Fiscal configuration
• Users, roles and permissions
• Billing and subscription