1. Home
  2. Help & Support
  3. First Steps

First Steps

  • Created :Mon,02,2017
  • Last Updated:Tue,11,2022

Key steps towards starting with NEON

Please follow below steps in order to start using the system:

  • Currencies Setup – go to Settings -> Currency and add required currencies. 
  • Company Details – go to Company and fill your company details and MAIL settings (required for sending out  emails from NEON).

  • Invoice Templates – please setup invoice template from Billing > Invoice Template section. Upload your company logo and other related information which will be displayed on your invoices. Click here for more information.

  • Billing Class - Setup billing classes from Billing > Billing Class. For more information on Billing Class click here.

 

After this setup Accounts and other relevant information.