The first week decides whether software gets used or abandoned, and the first week is mostly setup.
Businesses rarely abandon billing software because of a missing feature. They abandon it because the item list was half imported, the numbering restarted at one, and after a fortnight of half-working it was easier to go back to the old book.
An onboarding session is aimed squarely at that: items and parties brought in, numbering continued from your existing series, the settings your trade needs switched on, so the first real bill comes out right.
Before you start billing, not after.
The item and party lists you already keep.
Import, numbering, terms, settings.
With everything already in place.
How you get help: written answers in the help centre, tickets you can follow, and email, chat and phone during support hours, with onboarding and training when a business is getting started.
Onboarding and training matter in the first month; the help centre and tickets are what you use after that.
The training that follows and the import that does the heavy lifting.
Before you start billing. Setup done afterwards is setup done twice.
Your item and party lists, and your current invoice numbering.
The plan table above shows which plans include it.
Software is abandoned during setup far more often than during use.
