Alegra is a cloud-based accounting software that takes care of all your financial needs. To start using your Alegra account, follow these easy steps:
Step 1: Update your company´s information
With Alegra, it is easier to create invoices for your clients and to manage the accounting information of your company. Before getting started, you must enter the general information of your company that will appear in your invoices, estimates, and proposals.
To update your company´s information, follow these steps:
4. Click on “Save” to save changes.
Look at this example:
Learn more about how to update your company information reading this article: Complete your company´s information in Alegra.
Step 2: Save your services and products
Now it’s time to create your products and services in the system. You can create them one by one or import them massively through an Excel document or a Google Drive Sheet.
Follow these steps to create a new product or service:
2: Choose the option “Sales Items”.
Learn more about how to create new items and services in Alegra reading this article: Create products and services in Alegra.
Step 3: Create contacts for customers and suppliers
If you already have your customers and suppliers info, you can save this data in Alegra to simplify your business and accounting workflows.
To create a contact for a customer or supplier, use these steps:
3. Click on the option "New customer" or "New Supplier", accordingly.
Look at this example:
Learn more about how to create new contacts reading this article: How to create a contact (customer or supplier) in Alegra.
Step 4: Create a new invoice
After saving all your business data in the system, you are ready to create your first invoice:
Follow these steps to create a new invoice:
4. Complete the form with the requested information.
Look at this example:
Learn more about how to create new contacts reading this article: How to create an Invoice.
You don't have an Alegra account yet?
If you have doubts about this or other processes in Alegra, our support team is ready to help you.