Getting started
Creating your account
Sign up with email or Google, confirm the address, and you land in an empty account that is already yours alone.
Sign up
Open InvoLoops and choose Register. You can use an email and password, or continue with Google when that option is turned on for the server you are using.
Confirm the email if the app asks you to. Until that confirmation lands, some actions stay closed.
What you get
A new account starts empty: no expenses, no customers, no issued documents. Nothing is shared with any other account on the same server.
The sidebar is already split into the two jobs the app does:
- Income — documents you issue (InvoLoops Studio).
- Expenses — supplier invoices you receive.
See Navigating the app for the full sidebar.
Before the first real invoice
Two settings matter before you issue a legal document:
- Business details (Settings) — your legal name, tax id, and address. Saving this the first time is what registers the business inside InvoLoops.
- Tax Authority connection, if you issue invoices above the allocation threshold. That lives under Taxes → ITA, and only an account administrator can complete it. The steps are in Allocation numbers and reporting.
You can record expenses before either of those is done.