Getting started
First setup: your business
Choose the country, business name and currency — they decide the tax ID, VAT and the files for your accountant.
Tutorial video — coming soon
Meanwhile, the steps below explain everything.
Step by step
- 1In the setup screen, step 'Country & business', choose your business’s country.
- 2Enter the business name and its tax / company number.
- 3Check the currency.
- 4Click 'Continue'. You can skip a step and come back to it at any time.
- ScaleFlow in 45 seconds
- Sign up — no credit card
- Forward invoices from Gmail — set it once
- Older invoices from Gmail — up to 4 years back
- Outlook: a forwarding rule
- Business Outlook blocks forwarding? Here’s what to do
- On iPhone: invoices from iCloud Mail
- Connect WhatsApp
- Send an invoice on WhatsApp: photo, PDF or link
- When the bot isn’t sure: duplicate, unreadable, not an invoice
Didn’t find an answer? Write to us on WhatsApp or by e-mail and we’ll get back to you.