Purpose: The document aims to guide you through the process of setting up your account in Commusoft upon your initial login. By configuring the screens outlined below, you'll be able to use the application more effectively and seamlessly.
Setup your account
- Complete the following screens as they show throughout the wizard.
- Required fields are marked with *.
- You can edit these details later if you need to through Settings.
Related guide:
📘️Getting Started with Commusoft
Company details
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Company numbers
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📘️Company registration numbers
Bank details
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Customer account number
- Choose between 1, 1000, or Custom.
- 'Custom' is best used if you already have a referencing system in place for categorizing your existing customers.
Related guide:
Job number
- Choose between 1, 1000, or Custom.
- Custom can be used if you already have a referencing system in place for categorizing your existing jobs.
Related guide:
Estimate number
- Choose between 1, 1000, or Custom.
- 'Custom' is best used if you already have a referencing system in place for categorizing your existing estimates.
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Invoice number
- Choose between Manual or Sequential.
- Manual: you will type a number each time you create an invoice.
- Sequential: you choose a start number and the invoices will follow this sequentially. (Recommended)
- Some automated features will not work if Manual is chosen.
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