> ## Documentation Index
> Fetch the complete documentation index at: https://docs.fynn.eu/llms.txt
> Use this file to discover all available pages before exploring further.

# Initial Configuration

> Set up Fynn and start billing your products and services

Welcome to Fynn! This guide walks you through the first steps to set up your company and start billing.

<Frame>
  <img src="https://mintlify.s3.us-west-1.amazonaws.com/fynnsubscriptionbilling/images/fynn-setup-checklist.png" alt="Fynn Setup Checklist" />
</Frame>

## Basic Steps

These steps are required to use Fynn to its full potential.

### Complete Company Information

<Note>
  This step is **required** to create invoices.
</Note>

Complete your company details so they appear correctly on your invoices.

<Steps>
  <Step title="Open Settings">
    Go to [Settings > Organization](https://app.fynn.eu/settings/organization)
  </Step>

  <Step title="Complete your company details">
    Fill in the following information:

    * **Company name**: The full name of your company
    * **Address**: Street, number, postal code, city, and country
    * **Tax number / VAT ID**: For correct invoicing
    * **Email address**: Contact email for your customers
    * **Phone number**: Optional, but recommended
  </Step>

  <Step title="Upload logo">
    Upload your company logo. This will be displayed on invoices, in the customer portal, and in emails.
  </Step>

  <Step title="Save">
    Click **Save** to apply your changes.
  </Step>
</Steps>

### Add Payment Methods

<Note>
  This step is **required** to collect payments from your customers.
</Note>

Set up at least one payment method to accept payments from your customers.

<Steps>
  <Step title="Connect payment provider">
    Connect one or more payment providers with Fynn:

    <CardGroup cols={2}>
      <Card title="SEPA Direct Debit" icon="building-columns" href="/en/integrations/payment-providers/sepa">
        Automatic bank collection for recurring payments.
      </Card>

      <Card title="Stripe" icon="credit-card" href="/en/integrations/payment-providers/stripe">
        Credit cards and other payment methods.
      </Card>

      <Card title="PayPal" icon="paypal" href="/en/integrations/payment-providers/paypal">
        Popular online payment method.
      </Card>

      <Card title="Bank Transfer" icon="money-bill-transfer" href="/en/integrations/payment-providers/bank-transfer">
        Classic bank transfer.
      </Card>
    </CardGroup>
  </Step>

  <Step title="Enable payment methods">
    Go to [Settings > Payment Methods](https://app.fynn.eu/settings/payment-methods) and enable the desired payment methods for your customers.

    [More about configuring payment methods](/en/guide/tenant/payment-methods)
  </Step>
</Steps>

### Invite Team Members

Invite your team to work together with Fynn.

<Steps>
  <Step title="Open user settings">
    Go to [Settings > Users](https://app.fynn.eu/settings/users)
  </Step>

  <Step title="Invite user">
    Click the **+** icon and enter the email address of the new user.
  </Step>

  <Step title="Assign role">
    Choose an appropriate role for the user:

    * **Administrator**: Full access to all features and settings
    * **Accounting**: Access to invoices, payments, and accounting
    * **User**: Standard access to customers, products, and subscriptions

    [More about Users & Permissions](/en/guide/tenant/users)
  </Step>
</Steps>

***

## Start Billing

Start billing your products and services with just a few clicks.

### Create a Product

Create your first product in the catalog.

<Steps>
  <Step title="Open the catalog">
    Go to [Catalog > Products](https://app.fynn.eu/catalogue/products)
  </Step>

  <Step title="Create new product">
    Click **+ Create Product** and fill in the product details:

    * **Name**: The product name
    * **Description**: A brief description
    * **Price**: The selling price
    * **Billing interval**: Monthly, yearly, or one-time
  </Step>
</Steps>

<Tip>
  Use [Product Groups](/en/guide/catalogue/product-groups) to organize similar products and enable upgrades/downgrades.
</Tip>

[More about product management](/en/guide/catalogue/products)

### Create a Customer

Create your first customer.

<Steps>
  <Step title="Open customer management">
    Go to [Customers](https://app.fynn.eu/customers)
  </Step>

  <Step title="Create new customer">
    Click **+ Create Customer** and fill in the customer details:

    * **Name**: Company name or individual
    * **Email address**: For invoice delivery and communication
    * **Address**: Billing address
    * **Payment method**: The preferred payment method
  </Step>
</Steps>

[More about customer management](/en/guide/customers/introduction)

### Create a Subscription

Create your first subscription for a customer.

<Steps>
  <Step title="Select customer">
    Open the desired customer and click **+ Create Subscription**.
  </Step>

  <Step title="Add products">
    Select the products the customer wants to subscribe to.
  </Step>

  <Step title="Start subscription">
    Choose the start date and confirm the subscription.
  </Step>
</Steps>

<Check>
  After creating the subscription, an invoice will be automatically generated and sent to the customer.
</Check>

[More about subscriptions](/en/guide/subscriptions/introduction)

***

## Advanced Integration

Integrate your application with Fynn and leverage the extensive API capabilities.

### Set up Webhooks

With webhooks, you'll be notified in real-time about events in Fynn.

<Steps>
  <Step title="Open webhook settings">
    Go to [Settings > Webhooks](https://app.fynn.eu/settings/webhooks)
  </Step>

  <Step title="Create webhook">
    Click **+ Create Webhook** and configure:

    * **URL**: Your application's endpoint URL
    * **Events**: Select the events you want to be notified about
  </Step>
</Steps>

[More about Webhooks](/en/guide/webhooks/introduction)

### Generate API Keys

Create API keys to programmatically access Fynn.

<Steps>
  <Step title="Open API settings">
    Go to [Settings > API Keys](https://app.fynn.eu/settings/api-tokens)
  </Step>

  <Step title="Create new API key">
    Click **+ Create API Key** and assign a name.
  </Step>

  <Step title="Store key securely">
    <Warning>
      The API key is only displayed once. Store it securely, as it cannot be retrieved again.
    </Warning>
  </Step>
</Steps>

[API Reference](/api-reference)

***

## Next Steps

<CardGroup cols={2}>
  <Card title="Set up Accounting" icon="calculator" href="/en/integrations/accounting/datev">
    Connect Fynn with DATEV for automatic accounting.
  </Card>

  <Card title="Configure Dunning" icon="triangle-exclamation" href="/en/guide/dunning/introduction">
    Automate handling of overdue payments.
  </Card>

  <Card title="Create Checkout" icon="cart-shopping" href="/en/guide/checkout/checkout-links">
    Create checkout links for direct sales.
  </Card>

  <Card title="Customize Customer Portal" icon="user" href="/en/guide/customers/customer-portal">
    Customize the self-service portal for your customers.
  </Card>
</CardGroup>