Getting Started with Klubbil

Welcome to Klubbil! This guide will walk you through the essential first steps to get your account set up and start managing your multiple businesses efficiently.

Creating Your Account

1. Visit klubbil.com and click the "Sign Up" button
2. Enter your email address and create a secure password
3. Verify your email address by clicking the link sent to your inbox
4. Complete your user profile with your name and contact information

Setting Up Your First Business

After creating your account, you'll need to set up your first business entity:

1. Navigate to the "Businesses" section from the dashboard
2. Click "Add New Business"
3. Enter your business details:
   • Business name
   • Legal address
   • Contact information
   • Tax/VAT ID (if applicable)
4. Upload your business logo (recommended size: 512x512px)
5. Set your default currency and tax rates
6. Click "Create Business" to complete the setup

Your first business is now set up! If you manage multiple businesses, you can repeat this process to add additional entities to your account.

Customizing Your Invoice Template

Klubbil allows you to create professional, branded invoices for each of your businesses:

1. From your business dashboard, go to "Settings" > "Invoice Templates"
2. Choose from our template gallery or customize your own
3. Apply your business branding:
   • Add your logo
   • Set your brand colors
   • Choose fonts that match your brand identity
4. Customize invoice fields:
   • Select which fields to display
   • Add custom fields if needed
   • Set default payment terms and notes
5. Preview your template and save changes

Adding Your First Client

Before creating invoices, you'll need to add your clients:

1. Navigate to the "Clients" section
2. Click "Add New Client"
3. Enter client details:
   • Name (company or individual)
   • Contact information
   • Billing address
   • Shipping address (if different)
   • Tax/VAT ID (if applicable)
4. Add additional information (optional):
   • Contact person(s)
   • Payment terms
   • Preferred currency
   • Notes
5. Click "Save Client" to complete

Creating Your First Invoice

Now you're ready to create and send your first invoice:

1. From the dashboard, click "Create New Invoice"
2. Select the client from your client list
3. Fill in invoice details:
   • Invoice number (auto-generated by default)
   • Issue date
   • Due date
   • Reference/PO number (if applicable)
4. Add line items:
   • Description of services/products
   • Quantity
   • Unit price
   • Tax rate (if applicable)
5. Add any notes or payment instructions
6. Preview the invoice to ensure everything is correct
7. Click "Save" to create a draft, or "Send" to email it directly to your client

Setting Up Payment Methods

To receive payments directly through Klubbil:

1. Go to "Settings" > "Payment Methods"
2. Connect your Stripe account:
   • Click "Connect with Stripe"
   • Follow the Stripe onboarding process
   • Complete account verification
3. Set up payment options for your invoices:
   • Credit/debit card payments
   • Bank transfers
   • Other regional payment methods
4. Configure automatic payment reminders
5. Set default payment terms

Switching Between Businesses

If you manage multiple businesses, Klubbil makes it easy to switch between them:

1. Look for the business selector in the top navigation bar
2. Click on it to see all your businesses
3. Select the business you want to switch to
4. The dashboard will update to show data for the selected business

All your actions (creating invoices, managing clients, etc.) will now be performed in the context of the selected business.

Next Steps

Now that you've set up the basics, explore these additional features:

• Recurring Invoices: Set up automatic invoicing for retainer clients
• Financial Reports: Generate insights across all your business entities
• Team Access: Invite team members with specific permissions
• Client Portal: Allow clients to view their invoices and payment history
• Expense Tracking: Monitor business expenses alongside revenue

For more detailed information on any of these features, check out the specific sections in our documentation.