> For the complete documentation index, see [llms.txt](https://vendex.gitbook.io/vendex-invoice/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://vendex.gitbook.io/vendex-invoice/getting-started/publish-your-docs.md).

# Onboarding

<figure><img src="https://2837573412-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FyceJcBYqGVwYe9kCiOub%2Fuploads%2FqNBZEX6qqLGhesmA6iu7%2FFrame%2026815.png?alt=media&amp;token=56c5550c-2cb0-4382-99d2-e647fb8d8bcb" alt=""><figcaption></figcaption></figure>

### Step 1: Create Your Account

1. Navigate to <https://getvendex.com&#x20>;
2. Click "Sign Up" or "Get Started"
3. Complete the registration form with business name, country, industry, contact details, and password (minimum 8 characters, 1 uppercase, 1 number)
4. Click "Continue"

**Email Verification**

Within moments, you'll receive a verification email. Emails from Vendex will always come from <help@vendex.africa> or <noreply@getvendex.com>. We will never ask for your password or OTP via email.

### Step 2: Complete Business Profile

After verification, complete your business profile with:

* Business name, Enterprise ID (auto-generated), and Tax Identification Number (TIN)
* Phone number with country code (+234...)
* Complete business address (street, city, state, postal code, country)
* Business documents: Certificate of Incorporation, tax registration, proof of address
* Company logo (200x200px minimum, PNG/JPEG, max 512KB)

### Step 3: Configure FIRS Integration

(Optional) If you plan to use FIRS e-invoicing compliance features:

1. Navigate to Integrations > FIRS MBS and click "Complete Setup"
2. Provide Tax ID, Entity ID, Business ID, Service ID, Access Point Provider, and cryptographic keys file
3. Upload cryptographic keys file (.txt format)
4. Test the integration using provided sandbox credentials before going live

#### Sandbox Credentials

```
Entity ID: 28e671f4-b4fa-437c-b93c-317e89b5316d
Business ID: 1fd6cb47-9d41-4a98-9489-fb71165d2dc9
Service ID: B4FA9D41
Test IRN: INV20853452-B4FA9D41-20240703
```

### Step 4: Set Up Payment Collection

Configure how you'll receive payments from customers:

* Automated Payment Collection (Recommended): Enable automatic reconciliation with ₦500 fee per processed invoice, real-time notifications, and automatic receipts
* Manual Collection: Share bank details on invoices, manually confirm payments, no transaction fees but requires manual reconciliation

### Step 5: Invite Team Members

Add users who will access your Vendex account:

1. Navigate to Team > Admins and click "Invite Admin"
2. Enter team member details (name, email, role)
3. Click "Send Invitation"

| Role    | Permissions                                                 |
| ------- | ----------------------------------------------------------- |
| Owner   | Full access to all features, billing, and settings          |
| Manager | Create/edit orders, invoices, customers; view reports       |
| Finance | View financial data, reconcile payments, manage receivables |

#### Step 6: Create Your First Invoice

You're now ready to start invoicing! See Section 3.1: Invoicing for detailed instructions.

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