Quick-start checklist: from signup to first invoice

Here's the fastest path from a fresh account to getting paid. Each step takes a few minutes.

1. Fill in your business information

Go to Settings and complete the Business Information card — company name, owner, and address. This information appears on every invoice you send. See Set up your business profile.

2. Upload your logos

Still in Settings, upload an Avatar logo (square) and a Header logo (wide). Your header logo appears at the top of invoices and in your client portal, so this single upload instantly brands everything a client sees.

3. Add your clients

Go to Clients and either add them one at a time with New client, or bring your whole list over at once with Import — Velosiq reads CSV and Excel files and maps the columns for you. See Import clients from a spreadsheet.

4. Pick an invoice template

Visit Settings → Invoice Templates and choose the design that fits your brand. The template you pick is used on the invoice screen, emailed invoices, PDFs, and the client portal. See Invoice templates.

In Settings → Payments, click Connect Stripe to accept payments. Once connected you can charge cards directly and let customers pay through secure Stripe checkout. Velosiq adds no platform fee on top of Stripe's own processing fees. See Connect Stripe.

6. Send your first invoice

Go to Invoices → New Invoice, pick a client, add your line items, and click Send. The invoice is emailed to your client in your chosen template, and its status moves from Draft to Sent automatically. See Create an invoice.

From there, explore at your own pace: proposals to win new work, the calendar to schedule it, expenses to track what it costs, and analytics to see how it's all going.