The start-up wizard asked you for some basic information about your business, and normally the essentials should be correct.

However, let’s fine-tune things a little further. To do this, open the general settings screen using the F3, or via Tools → Settings → General Settings.

On the sub-tab Identitytab, your company’s identification details must be entered correctly.

You can click on the magic wand 1 to automatically fill in the text that will be printed at the bottom of the documents you produce using Gestan (customer lists, invoice lists, etc.).

In the sub-tab Legal/Tax, your currency 1 must be correct. For the start date of the first financial year 2, use the date of the first full financial year: for example, if your financial year began on 15 May 2022 and ends on 31 December, enter 01/01/2022 (instead of 15/05/2022).

In the sub-tab Miscellaneous, check that your working hours are set to 1 are correct.

Further details on this tab: this page

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

• Choose the data type 1 you want to manage: business addresses, personal addresses, or both.
• Tick the box 2 if you want to manage billing and delivery addresses, which may differ from business or personal addresses.

More details on contacts: this page

Sales documents include quotes, orders, invoices, credit notes and delivery notes.

Purchase documents (supplier side) include price enquiries, purchase orders, invoices, credit notes and goods receipt notes.

• On the sub-tab Footer, click on the magic wand 1 to enter the text to appear at the bottom of your quotations, invoices and other sales documents. You can edit this as you wish.

Further details on purchase and sales documents: this page

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

• If you have a lot of products, tick the box 1 to manage them by families and sub-families (rather than just families).

• Specify your stock management options if required 1

More details on products: this page

Via Accounts → Bank Accounts, open the list of bank accounts you will be using for your business.

Open the “Business account” record that was created by the start-up wizard with default details.

• Enter a clear and easy-to-understand name 1, in this case “Business Bank”
• Enter the IBAN 2
• Enter the BIC 3

You can enter additional details if you have more than one.

Further information on bank accounts: this page.

Via the menu Products → Products, open the list of products, and click on the New button to register one of the products you sell.

• Enter a code and a plain text name 1 for your product
• Specify a purchase and sales unit 2 (right-click to add new units).
• Enter a purchase price 3 and a selling price
• Specify whether you want to manage stock 4

You can also add a photo of your product via the Imagetab, and a detailed description of your product via the Descriptiontab. This description will be used in the quotation and invoice lines.

Confirm the save by clicking the OKbutton.

Further information on products: this page.

Via Contact → All contacts, open the contact list and click the New button to add your first customer.

On this screen, enter their ‘standard’ details: name, address, etc.

More information on contacts: this page.

That’s it – you’re all set to create your first invoice by clicking the Invoice.

On this screen:

• select the customer using the magnifying glass 1
• click on + 2 to add an item
• if necessary, edit the quantities or prices directly in the table 3
• if required, enter an invoice type 4 to help you organise them.

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

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