Saves setup time
Having business details, customer lists and product information ready makes the first walkthrough more productive.
Setup readiness checker
Know what to prepare before you set up.
Answer six quick questions and get a practical checklist of the details, documents and workflows to discuss. It is a planning aid, not a legal or tax decision.
SMART FBR INVOICEBusiness invoicing,
Business invoicing,
made clearer.
Invoice recordsOrganized
Workflow statusReviewable
Setup supportAvailable
Illustrative interface · Sample data
Your checklist
Answer the questions to see it.
You will get a short list of items to gather, the workflows worth asking about and pages that match your situation.
Why it helps
Walk into setup with the right information.
Highlights the right workflow
Volume, customer type and location can change which features are worth discussing, from bulk upload to separate service tracks.
Keeps decisions with you
The checklist never decides what applies to you. It points to the questions to confirm with the authority or your advisor.