Quick start

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Have you just installed Gestan on your PC? You made a good choice!

Normally, in 15 minutes, you edit your first invoice. Here we go ?!?

To help you get started quickly, this page presents the usual settings when starting a new Gestan.

Follow the leader !

The startup wizard has asked you for some basic information about your business, let's refine the basic settings a little.

This tab describes the main characteristics of your business.

Start by checking the classic sections, company name, address, telephone, etc.

Then :

• Enter your APE code 1, for example 6201Z
• Enter your corporate form 2, for example SARL with capital of 7,500 euros
• Click on the magic wand 3 to automatically fill in the wording which will be printed at the bottom of the documents that you will edit with Gestan (list of clients, list of invoices, etc.). You can modify it as you wish.

Check that your 1 currency is the correct one.

In the date of first financial year 2, take the date of the first complete financial year: for example, if you started your financial year on May 15, 2018, and you close on December 31, indicate 01/01 /2018 (instead of 05/15, 2018).

Then enter your VAT number 4, your RCS number 5, and your SIRET 6.

More details on this tab: this page

Check that your times in 1 are correct.

Contacts are all the people you deal with: customers, prospects, partners, service providers, but also simple relationships.

• Choose the 1 data type you want to manage. Choose Pro if you only want to manage your contacts' professional addresses, or both if you also want to manage their personal contact details.
• Check the 2 box if you want to manage billing and delivery addresses that may be different from professional or personal addresses.

More details on contacts: this page

The parts are:

• on the customer side: quotes, orders, invoices, credit notes, and delivery notes
• on the supplier side: price requests, orders, invoices, credit notes, and receipts

• Click on the magic wand 1 to enter the wording that should appear at the bottom of your quotes, invoices, and other documents. You can modify it as you wish.

More details on the parts: this page

Products are the goods you sell (and also the goods you buy).

• Choose 1 if you mainly use prices excluding VAT (BtoB) or including VAT (BtoC), or both
• Optionally specify your stock management options 2
• If you have a lot of products, check the 3 box to manage them in families and sub-families (instead of families only).

More details on the products: this page

This is the computer you are currently using.

Specify the SMTP server 1 that you will use to send emails via Gestan, for example when you send an invoice by email to a customer. Use the SMTP linked to your domain name (eg maboite.smtp.fr, consult your host), or that of your ISP (eg smtp.orange.fr for a livebox or smtp.free.fr for a freebox, consult your ISP).

More information on SMTP: this page.

More information on the “Computer” settings: this page.

Via Tools → Accounting settings → Bank accounts, open the list of bank accounts that you will use in your activity.

Open the “Pro account” form which was created by the start-up wizard with default data.

* Indicate an easy to understand title 1, here “Banquepro”

• Indicate the IBAN 2
• Indicate the BIC 3

You can declare others if you have several.

More information on bank accounts: this page.

Via the Products → List of products menu, open the list of products, in which you will record the goods that you usually sell (or buy) (it is not obligatory to record all the products that you buy or sell), click on the New button.

• Indicate a code and a name in plain text 1 for your product
• Indicate a buying and selling unit 2. Right-click to save new units.
• Indicate a purchase price 3 if you know it (it allows you to calculate your margin)
• Indicate a selling price 4
• Specify if you want to manage stocks 5

You can optionally add a photo of your product via the Image tab, a long description of your product via the Description tab. This description will be used in the quote and invoice lines.

Then validate with the OK button.

More information on the products: this page.

Using the Contact button, open the contact list.

There is already a contact saved in the database, it’s you!

Let's register our first client. To do this, click on the New button in the contact list.

On this screen, enter your “classic” information: name, address, etc.

More info on contacts: this page.

There you are, you are ready to register your first invoice, by clicking on the Invoice button.

The invoice sheet will allow you to very easily create your first invoice:

• click on the magnifying glass 1 to select your client
• click on the + 2 button to add an article
• possibly modify the quantities or prices, directly in the 3 table
• optionally, enter an invoice type 4 to help you classify them.

By clicking on Validate, you will have created your first invoice with Gestan!

Other “Tools” articles