1
Your company
Click Add company details. Check the business name, address, phone, and country, then save. Most of this came from signup. Card payments use this country, so set it before you connect Jomioz Payments.
2
Tax details
Click Add tax details. Save the legal name and tax ID, then the tax defaults (whether you are registered to collect tax, and whether prices include tax). Some countries block the first invoice until this is saved. The signup success screen calls that Confirm tax profile. Extra checks for your country are in Rules for your country.
3
How you get paid
Pick one. You do not need both on day one.
- Add bank details opens Settings → Invoices, on Configuration. Turn on Bank transfer and fill Bank transfer details (Account holder, Bank name, and the account fields for your country, such as Sort code and Account number, or IBAN). Save. Those details print on the invoice.
- Set up card payments is Jomioz Payments. You are ready when it says Ready to accept payments, and Accept card payments on invoices is on.
4
Your hours
Click Set your hours. Turn on the days you work and set a start and end time. Find a Time will not offer a slot on a closed day. You can still type a visit time by hand.
5
Add one real customer
In the main left sidebar, open Customers and click New customer. Save a name, an email, and the address where the work happens. The email is where the estimate and invoice go. The address is what the schedule uses.Or click Import, download the template, and put one customer on each row. Every row needs a name, an email, and a full address (street, city, state or region, and postcode). If that email is already in the list, choose Leave the existing customer as-is or Update the existing customer with this row.
The example customer from signup uses your own email. Send the example estimate to yourself if you want to see Client Hub before a real customer. Archive that row from the customer list when you want it gone. Do not delete a customer that already has a payment.