getting & started·Product guide
Quickstart: from workspace to first invoice
Set up identity, workspace details, payment instructions and the first client-facing document.
Last reviewed: 21 October 2026
Alevo is designed around the order a South African business actually works: establish who is sending the document, add the work, choose how the customer can pay, and keep the record attached to the workspace.
The first-use path
- 01Create or join a workspace
- 02Confirm business identity and invoice defaults
- 03Add a client and service or product
- 04Preview the invoice before sending
- 05Share a payment link or record a manual payment
Keep authority clear
Alevo organises records and payment workflows. Your business remains responsible for the accuracy of tax, client and payment information.
Before sending
- Confirm the customer email belongs in the recipient field.
- Check currency, due date, line items and payment instructions.
- Preview the generated document and payment page.
- Use the invoice timeline to understand what happened after sending.