Application setup
Application setup
Application setup
Before creating the first invoice you must complete the setup wizard, which appears automatically on the administrator’s first login. The wizard has five steps.
Step 1 — Company details
| Field | Note |
|---|---|
| Company legal name | Printed on all invoices |
| OIB | Exactly 11 digits |
| Phone | Optional |
| Optional | |
| Street & number | Registered address |
| City | |
| Postal code |
Step 2 — Business year
Enter the current fiscal year (e.g. 2025). The year is activated automatically and determines the invoice numbering sequence — each business year has its own sequence.
Additional years can be added later in Settings → Business year, but only one can be active at a time.
Step 3 — Business premises & POS device
Business premises:
| Field | Example | Note |
|---|---|---|
| Code | PP1 | Max 20 characters, used in the invoice number |
| Name | Main office | |
| Type | Fixed / Mobile | |
| Invoice numbering | Per premises / Per device | Determines invoice number structure |
| Address | (optional) | Can copy company address |
POS device:
| Field | Example | Note |
|---|---|---|
| Code | NU1 | Max 20 characters |
| Name | Register 1 | Optional |
Every invoice must be linked to a premises and POS device. Without this configuration the invoice form will not work.
Step 4 — Quote numbering
Choose how quotes are numbered. The setting is stored on the premises created in the previous step and can be changed later in Settings → Business premises.
| Option | Example number | Note |
|---|---|---|
| Per premises (yearly) | 1/PP1/2025 | Separate quote sequence for each premises |
| Per business year (shared sequence) | 1/2025 | Single company-wide quote sequence per year |
The payment reference (poziv na broj) and quote PDF appearance are configured later in Settings → Quotes, the same as for invoices.
Step 5 — Fiscalization
Choose one of three options:
| Option | When to use |
|---|---|
| Skip for now | Certificate not yet obtained, or configure later |
| Fiscalization 1.0 — CIS/FINA | Classical fiscalization via FINA P12 certificate |
| Fiscalization 2.0 — moj-eRačun | Electronic invoicing via the moj-eRačun platform |
Fiscalization can be activated later in Settings → Fiscalization.
Recommended post-wizard setup order
- Settings → VAT rates — verify active rates and set the default
- Settings → Invoice template — customize the PDF (logo, text, color)
- Settings → Users — add users with appropriate roles
- Partners — import or add customers and suppliers
- Products — import or add products with KPD codes
- Settings → Fiscalization — upload the FINA certificate (if using Fiscalization 1.0)