Skip to main content

Getting Started with docs101

Welcome to docs101, your comprehensive European invoicing and CRM platform. Whether you're a freelancer or small business owner, this guide will help you get up and running quickly.

Prerequisites​

Before you begin, make sure you have:

  • Active docs101 account — Sign up at docs101.com and verify your email
  • Company information — Your business name and address
  • Bank account details — IBAN and BIC codes (optional but recommended)
  • Logo (optional) — PNG or SVG format for professional invoices
EU Compliance Ready

docs101 automatically handles VAT compliance, VIES validation, ZUGFeRD/Factur-X invoice generation, and KOSiT validation across all EU member states.

What You'll Learn​

1. First Steps — Setting Up Your Account​

Set up your company profile, business information, bank accounts, invoice numbering, and email configuration in 15 minutes.

Key tasks:

  • Complete your company profile
  • Add VAT and tax identification numbers
  • Configure bank accounts
  • Set invoice numbering format
  • Enable email delivery

2. Your First Invoice — From Customer to Sent​

Create your first customer, add a product, and send a professional invoice with full compliance.

Key tasks:

  • Create a customer record
  • Add products to your catalog
  • Create and customize your invoice
  • Send via email
  • Track delivery and mark as paid

3. Understanding Your Dashboard​

Learn how to use the dashboard to monitor your business KPIs and financial health at a glance.

Key metrics:

  • Total invoices year-to-date
  • Revenue volume tracking
  • Paid vs. open invoices
  • Average payment duration
  • Monthly performance trends

Quick Setup Checklist​

Use this checklist to track your setup progress:

  • Complete company profile (name, address, logo)
  • Add VAT number and TIN
  • Configure at least one bank account
  • Set invoice numbering format
  • Configure email settings
  • Create your first customer
  • Send your first invoice
  • Check dashboard metrics

Why Start with docs101?​

Built for Europe
  • VIES VAT ID validation
  • ZUGFeRD/Factur-X compliant invoices with KOSiT validation
  • Multi-language invoice templates
  • EU compliance by default
  • GDPR-ready
Flexible Invoicing
  • B2B and B2C support
  • Multiple invoice templates
  • Live preview editor
  • Automatic email delivery
Integrated CRM
  • Organize customers by status (Lead, Active, Inactive)
  • Track multiple customer addresses
  • Manage products with reusable catalog
  • Monitor payment history

Need Help?​

  • Administration Guide — Detailed settings documentation in /administration/
  • FAQ — Common questions and troubleshooting

Let's get started! Begin with First Steps.