Filary
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Quickstart

Set up the workspace, add your first client, create work, and send an invoice with fees visible before anything is charged.

Before you start

  • Use the business name and email your clients already recognize.
  • Have your country, currency, and tax details ready if you plan to invoice live clients.
  • Connect payment details only when you are ready to receive real payouts.

Recommended setup

  1. Create your account and complete onboarding so Filary can set language, country, and business defaults.
  2. Add a client with the details you need later: email, notes, business context, and billing information.
  3. Create a project in Work. Keep scope, tasks, due dates, and status in the same place as the client.
  4. Create an invoice from the work or from scratch. Review line items, taxes, discounts, fees, and the amount expected after fees.
  5. Send the invoice only after the preview matches what you intend to charge.
  6. Track the payment, payout timing, and any follow-up from the invoice record.

Use demo data first

If you are evaluating Filary, start with demo records before sending live invoices. A serious billing system should be tested with harmless data before it touches real clients.