Onboarding template, live

Step 1 of 7 · 1 min · required

Name your workspace

It heads every invoice and invitation, and sets the address, currency and calendar your numbers follow.

Workspace name

Your business as customers know it.0 / 120

Web address

forma.app/

Letters, numbers and dashes. You can change it later.0 / 40

Currency

What invoices are written in.

Time zone

When reminders go out.

Fiscal year starts

Reports follow it.

Invoice prefix(optional)

Letters before the number.

Enter a workspace name to continue.

7 screens

Name your workspaceName, a web address that checks itself, currency, time zone and fiscal year, beside a live preview of the header and invoice numbers.

Brand your invoicesLogo drop, accent colour and payment terms, beside an invoice that redraws as you type.

Connect your bankA searchable list, read-only consent, progress, a retry on failure and a CSV fallback, beside what can and cannot be seen.

Import your customersA CSV with column matching and bad rows flagged and fixable, beside the mapping and counts.

Set up remindersSwitches with day counts, beside a dated timeline of when a sample invoice is chased.

Invite your teamRows of email and role with validation, a seat count against the plan and a copyable link, beside what each role can do.

Review and finishWhat now exists with real counts, the skipped steps as a Still to do list, and what to do next.

Onboarding templatePro

Name your workspace

7 screens

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