Getting started

Set up your account and learn your way around.

What is Sales Scribe? Sales Scribe is online invoicing and accounting software for small and medium businesses, bookkeepers and accountants. You raise the documents you already use every day — invoices…
Create your account and first organisation Getting started takes two stages: first you create your sign-in (your user account), then a short wizard helps you create your first Organization and its address. You need both…
The set-up checklist Once your organisation exists, a little set-up makes everything afterwards run smoothly — correct tax, the right home currency, and your customers and products ready to pick from…
Move your books to Sales Scribe If your business has been trading before it came to Sales Scribe, your books do not start at zero. The opening position is how you bring them across: the balance on every account…
Explore with the sample company The sample company is a ready-made organisation filled with realistic products, customers, invoices, payments and reports. It is the fastest way to see how Sales Scribe fits…
The dashboard explained The Dashboard is your home screen. It gives you an at-a-glance view of what you are owed, what is overdue, what you have received and what is still in draft — plus quick links to…
Switch between organisations If your billing account contains more than one Organization, you work in one organisation at a time. The organisation switcher in the top bar lets you move between them. Everything…