Getting Started with Qyri: A Quick Guide

Welcome to Qyri! We are thrilled to have you on board.

We built Qyri because we believe small business software shouldn't be complicated. This guide will take you from "Signed Up" to "Paid" in less than 15 minutes.

Step 1: Complete Your Profile

Head over to Settings > Company. Fill in your business details:

• Business Name
• Address (this appears on your invoices)
• Logo (uploading a transparent PNG looks best)
• Currency (default is usually your local currency)

Step 2: Add Your First Product or Service

Go to the Inventory or Products & Services tab. Click "New Item." You can add:

• Physical Goods: e.g., "Wireless Mouse" (Track stock levels if needed).
• Services: e.g., "Web Development Hourly" (Set stock to infinite or untracked).

Step 3: Add a Customer

You can't sell to nobody! Navigate to CRM. Click "Add Person" or "Add Company." Enter their email address—this is where your invoices will be sent.

Step 4: Create Your First Quote or Invoice

This is the money-making step.

• Go to Sales > Invoices.
• Click "New Invoice."
• Select the customer you just added.
• Add the product/service you created.
• Hit "Save & Send."

That's It!

Your customer will receive a professional email with a link to view and pay their invoice. You can track when they open it and when payment is made directly from your dashboard.

Need help? Click the chat bubble in the bottom right corner. We are here for you.