Setting up X7: the first 30 minutes
What you get in half an hour
After these steps the invoicing side of X7 works: invoices reach clients with the right company details and bank account, numbers are assigned automatically, catalog lines are two clicks away, and your team sees the same picture.
There is no rush — every step is a separate guide you can come back to.
Steps
Company details
Open Settings → Company Settings. Fill in the Company tab (name, registry code, logo), Tax & VAT (VAT number and rate), Contact and Address.
These fields go straight into the header and footer of your invoices. If the company ID or address is missing, the invoice form warns you right away.
Open in X7: company settings Full guide to company detailsPayment method — your bank account
The same settings page has a Payment Methods tab. Add the bank name and IBAN — this is the block printed at the bottom of the invoice so the client knows where to pay.
Tip
With several payment methods saved, the invoice form lets you pick which one is printed for a particular client.
Invoice template and numbering
Settings → Invoice Settings decides how invoices look and how they are numbered: prefix, numbering system, due date, late payment fee and the print template. The page shows a next number example immediately, so you can see what the client will get.
Open in X7: invoice settings Full guide to the invoice templateCatalog: products and services
Add at least the lines you sell most often. Products → Add product asks for the SKU, cost price and sale price (margin is calculated for you); Services → Add service only needs a price and a unit.
The catalog is optional — a line can be typed by hand — but picking from the catalog carries over price, unit and VAT, and turns on the statistics.
Clients
Clients → Add client: type the name or registry code of an Estonian company and X7 pulls the remaining details from the business registry. Add an email address right away — the invoice sending panel then fills itself in.
Add a client from the business registryThe first invoice
Everything is in place now: Invoices → Create invoice, pick the client, add lines from the catalog and press Send invoice. The PDF is built automatically and the sending panel comes pre-filled.
How to create an invoice and send it as a PDFYour team, if you are not alone
Team → Invites sends an invitation by email. Roles and permissions decide what each person sees: an accountant can be limited to invoices and expenses, a project manager to projects.
How to invite an employeeDelete the sample data when you no longer need it
The dashboard shows a sample-data bar with a Delete samples button. It removes the demo clients, invoices and projects without touching your own data.
What can wait
- E-invoices. Sending switches on the first time you send an invoice as an e-invoice, receiving under Incoming e-invoices; the first 30 days are free. Suppliers' e-invoices reach you only after the company confirms the receiving contract in the e-Business Register. What an e-invoice is
- Expenses and receipts. Expense documents can be photographed and filled in by AI. Add an expense
- Projects and hours. If you sell working time, set up projects and time tracking. Time tracking
- Email from your own domain. To keep invoices out of spam folders, set up SMTP or SPF/DKIM under Settings → Email.
Frequently asked questions
Do I have to do all of it at once?
No. Only the first step is mandatory — company details and a payment method, without them an invoice cannot be printed. The rest can be filled in as you go.
The sample data is in the way. Will it disappear?
Sample data is marked separately (invoices in the DEMO- series) and never reaches the accounting export. The dashboard has a "Delete samples" button that removes all of it at once.
Can I run several companies from one account?
Yes. The company name in the top right corner opens a list where you can create a new company or switch between existing ones. Data is kept separate per company.
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