Company Onboarding
Right after registering, ZAPTIZ walks you through a multi-step setup wizard. It collects what the rest of the app needs to work well — and until it's finished, signing in returns you to the wizard so setup never falls through the cracks.
📷 Screenshot spot — capture this screen and save it as static/img/screenshots/guide-onboarding.png, then replace this whole box with the single line:
What the wizard covers
- Company profile — legal name, address, and your GSTIN (this drives correct CGST/SGST vs IGST on every invoice, and the GST Agent's checks).
- Business preferences — the basics ZAPTIZ personalises around.
- Payments (optional) — connect your company's own Razorpay account so invoices can carry Pay-Now links & QR codes. You can skip this and connect later in Settings → Integrations.
- Finish — you land on your dashboard, ready to work.
Skipped something?
Everything in the wizard can be changed later under Company Settings. The two things worth doing properly on day one: the GSTIN (GST math depends on it) and the company email connection (documents can't be emailed without it).
After onboarding — the admin's checklist
A Company Admin should follow up with:
- Connect the company email (Brevo) — so quotations, invoices and agent reminders send from your address.
- Invite the team with the right roles.
- Load the catalog — CSV import or OCR a price list.
- Choose your modules — switch off what you don't use; the sidebar stays clean.
- Pick a plan when the trial ends.