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Quick Start Guide: Set Up and Start Using Invent ERP in Minutes

Follow this step-by-step guide to configure your company, users, and core settings so you can start using Invent ERP quickly.

Accessing Quick Setup​

You can find Quick Setup in two locations:

  • The Homepage — A shortcut for a seamless start.
  • The Toolbar (Upper-Right Corner) — Always available for quick access.

Clicking either option takes you directly to the Quick Setup page.

Step 1: Company Data​

Start by entering your business details:

  • Tax & VAT ID
  • Legal and commercial registration details

Also upload your company logo to personalize your system and give your documents a professional touch.

Step 2: Accounting Data​

Set up your financial operations:

  • Your main currency and additional currencies for transactions.
  • American Accounting Practices (if applicable) — allows recording the cost of goods as an expense when invoiced instead of when received.
  • Automatic currency rate updates (available in certain countries).
  • Predefined terms and conditions for invoices, orders, and quotations.

Step 3: Bank Data​

Add and manage your banking details. To add a new bank, click the Quick Add icon and enter your:

  • Bank Name
  • SWIFT Code
  • Country

Step 4: Tax Settings​

The next step is to configure tax preferences:

  • Default Sales Tax — Automatically applied when adding new products.
  • Default Purchase Tax — Ensures consistent tax application.
  • Tax Return Periodicity — Set how often tax returns are filed.
  • Journal Selection — Define where tax return data is recorded.

Step 5: Report Customization​

Make your business reports clear, professional, and branded by:

  • Adding custom headers and footers.
  • Defining the layout of invoices, quotations, bills, and reports.

Quick Setup ensures you have everything in place to hit the ground running with Invent ERP.