Getting started
Getting started with SoPasst
Have your company name, business address, tax number, VAT ID if applicable, and bank details ready. These details will appear on issued documents.
Before you start
Have your company name, business address, tax number, VAT ID if applicable, and bank details ready. These details will appear on issued documents.
Prepare your first invoice
- Sign in through the email link and complete the guided company setup.
- Open Customers and add at least one customer with a complete billing address.
- Open Documents, choose Invoice, and add a line with a description, quantity, price and tax rate.
Check before issuing
Compare the customer, service date, payment terms and company details with your records. Open the PDF preview and check the net amount, VAT and total independently.
Important
Expected result
Your company and customer are saved. The draft contains a complete line item and the preview shows the required invoice details.
If something goes wrong
Follow the specific validation message back to Company, Taxes or the invoice draft. Save the draft, reopen the preview and check it again before issuing.