Quick Start · Article 1.2

The 5-step onboarding checklist

Five things to do before your first proposal goes out. Each step takes 2-5 minutes. Skip any step and Clozo will keep reminding you on the dashboard.

Open dashboard

Every step has a "why this matters" note so you know what breaks if you skip it. The dashboard shows your current progress as a horizontal bar; clicking any incomplete step jumps you straight to the right settings page.

Step by step

Complete your profile.
Name, country, currency, language, tax regime, and address. Required: name, country, currency. Without them, Clozo can't generate a legally valid invoice. Link: /settings/profile.
Connect Stripe (optional but recommended).
This unlocks online card payments. Go to /settings/payments and follow the Stripe Connect onboarding (about 5 minutes; bring an ID document and your business bank IBAN). Without Stripe, your clients can still pay via SEPA bank transfer using the QR code on your invoice.
Add your first client.
Name, email, country, and B2B/B2C flag. The country and B2B/B2C flag determine which VAT rule applies. Link: /clients/new.
Save a proposal template (optional).
If you do similar work repeatedly, save a template with default line items, payment terms, and language. Saves 5-10 minutes on every future proposal. Link: /templates.
Send your first proposal.
Click New proposal from the dashboard or /proposals/new. Fill in the line items, deposit percentage, and dates. Hit Send and Clozo emails the client a secure signing link. Link: /proposals/new.

Troubleshooting

Keep reading

Configuration

Profile fundamentals: the six fields every invoice needs

Six fields turn a blank account into one Clozo can build legal invoices from — name, country, language, currency, tax regime, and address. Three are required to send anything at all.

Configuration

Stripe Connect: enabling card payments end to end

Five minutes through Stripe's onboarding turns on card payments for every future proposal — no extra config, no separate Stripe dashboard to manage, payouts land in your IBAN.

Working with Clients

Adding a client: the four fields that matter

Name, email, country, and the B2B/B2C flag — those four fields turn an empty client record into one Clozo can build legally correct invoices from.

Quick Start

Send your first proposal

From an empty `New proposal` form to a green `Sent` badge on your dashboard, in under 10 minutes.

Quick Start · Article 1.2

The 5-step onboarding checklist

Five things to do before your first proposal goes out. Each step takes 2-5 minutes. Skip any step and Clozo will keep reminding you on the dashboard.

Open dashboard

Step by step

Complete your profile.
Name, country, currency, language, tax regime, and address. Required: name, country, currency. Without them, Clozo can't generate a legally valid invoice. Link: /settings/profile.
Connect Stripe (optional but recommended).
This unlocks online card payments. Go to /settings/payments and follow the Stripe Connect onboarding (about 5 minutes; bring an ID document and your business bank IBAN). Without Stripe, your clients can still pay via SEPA bank transfer using the QR code on your invoice.
Add your first client.
Name, email, country, and B2B/B2C flag. The country and B2B/B2C flag determine which VAT rule applies. Link: /clients/new.
Save a proposal template (optional).
If you do similar work repeatedly, save a template with default line items, payment terms, and language. Saves 5-10 minutes on every future proposal. Link: /templates.
Send your first proposal.
Click New proposal from the dashboard or /proposals/new. Fill in the line items, deposit percentage, and dates. Hit Send and Clozo emails the client a secure signing link. Link: /proposals/new.

Troubleshooting

Keep reading

Configuration

Profile fundamentals: the six fields every invoice needs

Six fields turn a blank account into one Clozo can build legal invoices from — name, country, language, currency, tax regime, and address. Three are required to send anything at all.

Configuration

Stripe Connect: enabling card payments end to end

Five minutes through Stripe's onboarding turns on card payments for every future proposal — no extra config, no separate Stripe dashboard to manage, payouts land in your IBAN.

Working with Clients

Adding a client: the four fields that matter

Name, email, country, and the B2B/B2C flag — those four fields turn an empty client record into one Clozo can build legally correct invoices from.

Quick Start

Send your first proposal

From an empty `New proposal` form to a green `Sent` badge on your dashboard, in under 10 minutes.