Skip to main content

Administration Guides

The Administration section in docs101 is where you configure everything about your business — from company details to payment settings. This section covers all the tools you need to set up and maintain your account.

Core Configuration Areas​

Business Profile & Details​

  • Company Setup — Configure your company name, address, VAT number, logo, and official details
  • Bank Accounts — Add and manage payment accounts for your invoices
  • Payment Terms — Create, edit, and delete payment terms that control invoice due dates, including early-payment discounts (Skonto)

Invoicing & Numbering​

Communication​

Catalog Management​

  • Product Catalog — Create and manage products and services you invoice for

Account Management​

Quick Setup Checklist​

New to docs101? Complete these steps in order:

  1. Company Setup — Basic company information and branding
  2. Bank Accounts — Payment details for invoices
  3. Payment Terms — Configure when invoices are due
  4. Email Configuration — Set up your email display name
  5. Product Catalog — Add your products and services
  6. Invoice & Customer Numbering — Set your numbering format
  7. Account & Security — Review your security settings

Once complete, you are ready to create your first invoice.

Key Features​

  • Real-time Updates — Changes take effect immediately on new invoices
  • Flexible Customization — Set up numbering, email display name, and products to suit your workflow
  • Secure Authentication — Keycloak SSO handles login and account security
  • Multiple Bank Accounts — Configure several bank accounts and choose which to use per invoice

Compliance​

Your Administration settings directly affect invoice compliance. See Compliance Guides for detailed information on:

  • EU compliance requirements
  • VAT configuration across countries
  • ZUGFeRD/Factur-X compliance

Start with Company Setup to get your account configured.