Getting started with WolfAdmin

Welcome! This quick-start takes you from a fresh account to your first emailed invoice. The video above shows the basics in action; the steps below link to detailed articles.

1. Set up your company details and logo

Under Admin > Company Settings, fill in your company name, contact details and tax settings, and upload your logo. See changing company settings.

2. Make your letterhead yours

Under Admin > Letterhead, position and size your logo and details - with a live preview. See adjusting your letterhead. Also worth a look: templates for your banking details, document footers and default email messages.

3. Add your team (optional)

Under Admin > Users, add a login per staff member with only the permissions they need. See adding users.

4. Send your first invoice

Click +Invoice, pick or create a customer, add your items, and email it - done. See creating an invoice.

Where to next?

• Selling products? Enable the Stock module and add your stock
• Let your bank do the data capture: import bank statements
• Month-end: send customer statements