Setup wizard

The setup wizard walks you through the settings that matter most. It takes about two minutes, and you can change everything later.

#When it opens

On a new install, the wizard opens by itself the first time you open Vite Invoice. It shows Get ready to invoice and a short welcome.

• Click Start setup to begin.
• Click Skip, I'll do it later to go straight to the dashboard.

To run it again at any time, go to Vite Invoice → Settings → General and click Run setup again. Your current settings are kept and shown in each step.

Note: Nothing is saved until you click Finish setup. If you leave halfway, your store keeps its current settings.

#Step 1: Your business

This is printed at the top of every invoice.

1. Enter your Business name.
2. Check the Address. If WooCommerce has a store address, the wizard fills it in for you.
3. Optionally, enter your Tax or VAT number (optional), for example TAX-123456789.
4. Click Continue.

#Step 2: Invoice numbers

1. Set the Prefix, for example INV-.
2. Set the Next number. The wizard shows Your next invoice will be with an example.
3. Leave Create invoices automatically on if you want every order to get an invoice by itself.
4. Under Create when order becomes, pick a status. Processing works for most stores: it means payment was received.
5. Click Continue.

Numbers go up by one for each order and are never reused. For suffix, length and yearly or monthly restart, see Invoice numbering.

#Step 3: Design

1. Pick a Layout: Clean (simple and light), Color band (bold header) or Classic (serif type).
2. Pick your Brand color.
3. Watch the preview update as you choose, then click Continue.

You can fine-tune fonts, footer text and fields later in Templates. See Templates and design.

#Step 4: Customers

Customers only ever see their own orders.

• Attach invoice to order emails adds the PDF to WooCommerce's Processing and Completed order emails.
• Download invoice in My Account adds a PDF button next to each order in My Account.

Click Finish setup.

#Done

The last screen, You're ready to invoice, sums up what was set up: your business, the next invoice number, when invoices are created, the design and what customers can do. Click Go to dashboard to finish.

If something could not be saved, for example a next number lower than one already issued, the wizard shows the message on the last step and keeps your answers so you can fix them.

#What's next

• Review the full invoice options in Settings → Invoice. See Invoices.
• Choose which WooCommerce emails carry the invoice. See Email attachments.
• Selling in Saudi Arabia? Turn on ZATCA e-invoicing.