Your first invoice · Kiralytics Docs

This page walks through your first end-to-end invoice. Most people finish in under five minutes.

Before you start

You need:

A Kiralytics account (any sign-in method works)
A bank account or PayPal where clients can pay you
A recipient — that's your first client

If you don't have one yet, you can still complete the walkthrough by creating a "Test Client" entry.

Step 1 — Settings

Open Settings and fill in:

Business name — what appears on the invoice header. We default to "Kiralytics" so you can change it once here and never again.
SSM registration number — optional but it appears at the bottom of every invoice.
Business address — appears in the PDF under your name.
Bank holder name — appears in the "how to pay" section.

Don't worry about getting this perfect. You can come back anytime.

Step 2 — Create a client

Open Clients → New Client. Required: a name. Everything else (address, email, SSM) is optional.

A client record is just a reusable envelope for invoices, quotes, and projects. Adding a client once means you don't retype their email every time.

Step 3 — Create the invoice

Open Invoices → New Invoice and pick your client. Add line items by typing the description and the amount; we'll compute the totals live.

You'll see something like:

Number will be auto-generated as KLT-YYYYMM-NNNN.

Save it. Kiralytics assigns the next available number for the current month, atomically — so even if you create two invoices at the same instant, you'll never get a duplicate.

Step 4 — Send it

Each invoice has a public share link at kiralytics.com/p/<token>. Click Share, copy the link, and paste it into WhatsApp / email. The link is a self-contained preview; no login required for the client.

If you want a PDF, click Download PDF — same content, neatly laid out for printing or forwarding.

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