Inzo quickstart
Set up Inzo and send your first invoice in a few steps.
This guide walks you through setting up Inzo, creating and sending your first invoice, recording a payment, and seeing your cash flow data. You can complete it in minutes on the free tier.
Before you start
You will need:
- A WorksBuddy workspace with Inzo enabled.
- Your organization details, currency, and timezone for setup.
- At least one customer record (name and email) to invoice.
- Optional: a Stripe account if you want to accept online payments.
Steps
Set up your organization
Configure your currency, timezone, payment terms, tax rates, and number formats in organization settings so invoices generate correctly from the start.
Add a customer
Create a customer record with name, email, and any GST or credit details. This is who you will invoice and where payment history is tracked.
Create and send an invoice
Create an invoice, add line items, and send it as a PDF by email in one click. Inzo auto numbers the invoice and sets its status to Sent.
Record a payment
When the customer pays, record the payment against the invoice. You can accept partial payments and allocate a single payment across multiple invoices. Inzo sends a receipt automatically.
Review your dashboard
Open the financial dashboard to see KPI cards for AR, AP, revenue, and cash flow trends, along with your 90 day cash flow forecast and AR aging.