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

# Quickstart Guide

> Get up and running with Every in 15 minutes - from account setup to your first invoice

## Get Started in Five Steps

Set up your Every account and send your first invoice in 15 minutes.

### Step 1: Set Up Your Organization

Your organization stores your business information, branding, and default settings that appear on all invoices and proposals.

<AccordionGroup>
  <Accordion icon="building-2" title="Create your business profile">
    Go to [**Settings**](https://every.ai/settings) → **Organization** and fill in:

    * **Business name** (required) — appears prominently on all invoices
    * Email, phone, and full address
    * Website (optional)

    <Tip>This information appears on all your invoices and client-facing documents, so make sure it's accurate!</Tip>
  </Accordion>

  <Accordion icon="paintbrush" title="Customize your branding">
    **Brand color** — Select your primary color in **Settings** → **Organization**. Applied to invoices, public pages, and buttons.

    **Logo** — Go to **Invoices** → **Customize** → **Upload Logo** (PNG, JPG, or SVG, recommended 200x200px–400x400px with transparent background). Appears on all invoices and public pages.

    **Note templates** — Create reusable text blocks in **Invoices** → **Customize** for payment terms, thank you messages, late payment policies, etc. Optionally set one as the default for all new invoices.
  </Accordion>

  <Accordion icon="settings" title="Configure financial defaults">
    Set defaults in **Settings** → **Organization**:

    * **Currency**: USD or CAD (can override per invoice)
    * **Due days**: Payment timeline — e.g., Net 30 (due date auto-calculates from issue date)
    * **Sales tax**: Your standard tax percentage (can override per line item)
    * **Invoice numbering**: Automatic sequential (`INV-001`, `INV-002`, etc.)
  </Accordion>

  <Accordion icon="brain" title="Teach Every Agent about your business (optional)">
    Add **Business Context** so the agent gives more relevant, accurate assistance.

    Go to [**Agent Settings → Context**](https://every.ai/agent/context) and describe your business, services, target clients, communication style, and invoicing preferences.

    <Card title="Learn more about Business Context" icon="brain" href="/ai/context-and-voice" horizontal>
      See full examples and best practices for customizing your agent.
    </Card>
  </Accordion>
</AccordionGroup>

<Tip>
  **Ask Every Agent:** "Update my organization name to ABC Consulting" or "Set my default invoice terms to Net 45" or "Change my brand color to navy blue"
</Tip>

### Step 2: Add Your First Client and Contacts

**Clients** are the companies you invoice. **Contacts** are the people at those companies who receive your invoices and proposals.

<AccordionGroup>
  <Accordion icon="building-2" title="Create a client (company)">
    Go to [**Clients**](https://every.ai/clients) → **Add Client** and enter:

    * Company name (required)
    * Phone, address, website (optional)

    <Tip>After saving, click the **Enrich** button to let Every Agent pull company details from Gmail, Calendar, and the web. If you've already enriched a client, click the more options menu and choose **Enrich Again**.</Tip>
  </Accordion>

  <Accordion icon="user-round" title="Add contacts (people)">
    Open the client → **Edit** → **Add Contact** to add people:

    * Name and email (needed for sending invoices)
    * Phone, job title (optional)
    * Set invoice and proposal roles (Primary or CC)

    Or go to [**Contacts**](https://every.ai/contacts) to manage contacts independently and link them to clients.
  </Accordion>

  <Accordion icon="file-import" title="Import contacts (optional)">
    Bulk import your network from LinkedIn or Google:

    * [**Contacts**](https://every.ai/contacts) → **Import** → **LinkedIn** (upload Connections.csv)
    * [**Contacts**](https://every.ai/contacts) → **Import** → **Google Contacts** (one-click import)
    * Or on the **Home** dashboard → **Import Data** → **Scan Contacts** for AI-powered suggestions
  </Accordion>
</AccordionGroup>

<Tip>
  **Ask Every Agent:** "Create a new client named ACME Corp" or "Import my Google contacts" or "Scan my contacts and find potential clients."
</Tip>

### Step 3: Create Your First Invoice

<AccordionGroup>
  <Accordion icon="file-text" title="Build your invoice">
    Go to **Invoices** → **Create Invoice** and:

    1. Select a client
    2. Add line items (description, quantity, rate, tax)
    3. Set payment terms (issue/due dates, PO number)
    4. Add notes or attach files (optional)

    <Tip>Invoice totals calculate automatically as you add line items!</Tip>
  </Accordion>

  <Accordion icon="check-square" title="Use services and products for faster invoicing (optional)">
    **Services** are reusable billable work templates. **Products** are packaged items or deliverables with structured pricing.

    Create them in **Services** or **Products**, then reuse them in invoices and proposals instead of typing line items from scratch every time.
  </Accordion>

  <Accordion icon="send" title="Send your invoice">
    Review the preview, then:

    * **Save as Draft** to save without sending, or
    * **Send Invoice** to email immediately

    When sent, clients receive a professional email with:

    * Invoice PDF attached
    * Secure link to view and pay online

    <Note>Draft invoices can be edited anytime before sending.</Note>
  </Accordion>
</AccordionGroup>

<Tip>
  **Ask Every Agent:** "Create an invoice for ACME Corp for $5,000 in consulting services" or "Invoice XYZ Company for the website project, $15,000, due in 30 days"
</Tip>

### Step 4: Set Up Payment Processing (Optional but Recommended)

Enable online payments so clients can pay invoices instantly with credit cards.

<AccordionGroup>
  <Accordion icon="stripe" title="Connect Stripe">
    **Settings** → **Payments** → **Connect Stripe Account** → Complete onboarding (business info, bank account, identity)

    Once connected, invoices include a **Pay Now** button for instant credit card payments.

    <Tip>Clients with online payment options pay significantly faster!</Tip>
  </Accordion>

  <Accordion icon="credit-card" title="How online payments work">
    With Stripe connected:

    * Clients pay via secure payment page (credit/debit cards)
    * Invoice status updates to **Paid** automatically
    * Funds deposit to your bank account per Stripe's schedule
    * Email notifications for all payments

    **Processing fees**: Typically 2.9% + \$0.30 per transaction
  </Accordion>

  <Accordion icon="hand-coins" title="Manual payments">
    Record offline payments: Open invoice → **Record Payment** → Enter amount, date, method, notes → Save

    Invoice status updates automatically.
  </Accordion>
</AccordionGroup>

<Tip>
  **Ask Every Agent:** "Connect my Stripe account" or "Record a \$5,000 check payment from ACME Corp"
</Tip>

### Step 5: Install the Mobile App (Optional)

Every is available as a **native iOS app** on the App Store, and as a **Progressive Web App (PWA)** you can install on any phone for a home-screen icon, faster loading, and offline access.

<AccordionGroup>
  <Accordion icon="apple" title="iOS (native app)">
    Download **Every** from the App Store for the full native experience — push notifications for agent replies and background tasks, deep links, and over-the-air updates.

    Prefer not to install the app? You can still add the web app to your home screen in Safari (see the PWA option below).
  </Accordion>

  <Accordion icon="android" title="Android (Chrome PWA)">
    **Automatic:** Use Every in Chrome for a few minutes — Chrome shows an "Install Every" banner. Tap **Install**.

    **Manual:** Tap the Chrome menu (⋮) → **"Install app"** or **"Add to Home Screen"** → Confirm.
  </Accordion>

  <Accordion icon="apple" title="iOS PWA (Safari)">
    Want the web app on your home screen instead of the native app?

    1. Open Every in **Safari** (Chrome on iOS does not support PWA installation)
    2. Tap the **Share** button (square with arrow)
    3. Scroll down → **"Add to Home Screen"**
    4. Tap **"Add"**
  </Accordion>

  <Accordion icon="refresh-cw" title="Updates & offline access">
    * **Updates are automatic** — you'll see a "New version available" prompt when we deploy changes
    * **Offline access** is read-only — view previously loaded invoices and clients without internet
    * Creating or modifying data requires a connection
  </Accordion>
</AccordionGroup>

## What's Next?

You're now ready to use Every! Here are some features to explore:

<CardGroup cols={2}>
  <Card title="Track Time" icon="clock" href="/scheduling/time-tracking">
    Use the timer widget to track billable hours and convert them to invoice line items.
  </Card>

  <Card title="Manage Expenses" icon="receipt" href="/billing/expenses">
    Track business expenses, scan receipts with AI, and bill them back to clients.
  </Card>

  <Card title="Create Proposals" icon="file-check" href="/billing/invoices-and-proposals">
    Send professional proposals and convert approved proposals into invoices.
  </Card>

  <Card title="Automate Recurring Invoices" icon="repeat" href="/billing/recurring-billing">
    Set up recurring invoices for clients you bill regularly (monthly, quarterly, etc.).
  </Card>

  <Card title="Use Every Agent" icon="sparkles" href="/ai/every-agent">
    Chat with AI to create invoices, import data, analyze finances, and get business insights.
  </Card>

  <Card title="Connect Integrations" icon="plug" href="/integrations/google-workspace">
    Sync Google Workspace, then connect Xero, HubSpot, or Granola in Agent Settings → Connections.
  </Card>
</CardGroup>

## Tips for Success

<Tip>
  **Complete organization setup first** - Proper configuration makes everything else easier and ensures professional invoices.
</Tip>

<Tip>
  **Enable client enrichment and online payments** - AI enrichment saves time, and online payments get you paid faster.
</Tip>

<Tip>
  **Create services and products early** - Reusable catalogs make invoicing and proposals much faster.
</Tip>

## Need Help?

<Card title="Contact Support" icon="help-circle" href="mailto:hello@every.ai">
  Have questions? Our support team is here to help at [hello@every.ai](mailto:hello@every.ai)
</Card>

<CardGroup cols={2}>
  <Card title="Common Workflows" icon="workflow" href="/billing/invoices-and-proposals">
    Learn how different businesses use Every
  </Card>

  <Card title="Troubleshooting" icon="wrench" href="/troubleshooting">
    Solutions to common issues and problems
  </Card>
</CardGroup>