Your first week with Friendly Dolphin should end with a branded invoice in a client’s inbox — not a pile of setup screens.
This quick start walks through business profile setup, template customization, and sending your first bill in under fifteen minutes.
1. Add Your Logo and Business Details Once
Your business name, address, tax ID, and logo belong in Friendly Dolphin once — they auto-fill every document afterward.
Double-check details before the first send; corrections are easier than reissuing invoices.
Setup time pays back on every invoice you send this year.
2. Pick a Template That Matches Your Brand
Pick a clean layout with enough room for line items and notes. You can switch templates later without re-entering data.
Preview the PDF exactly as clients will see it before hitting send.
A polished template signals that you run a professional operation.
3. Send and Track Your First Invoice
Send a test invoice to yourself first, then bill a real client with a small, low-risk line item if you want extra confidence.
Track status from sent to viewed to paid so follow-up is data-driven.
