Quick Start Guide
Create your tenant, configure your chart of accounts, and post your first invoice — all in under 15 minutes.
Getting Started · 5 min read
The 8-step onboarding wizard
After you register, Travix Cloud walks you through an 8-step wizard: Welcome, Business Info, Plan, Vertical, Services, Opening Setup, Preview, and Done. Each step is short — most agencies get through it in under 15 minutes.
Business Info captures your company name, address, and base currency. Vertical asks whether you run a travel agency or use Travix Cloud for general accounting — that just decides which modules show up by default, not what you can access later.
What gets created automatically
On Done, a tenant gets created with a default chart of accounts (23 system accounts by ERP code), a fiscal year, and your admin user with the right role already attached. There's no blank-slate setup — the default chart is built for travel agencies but works just as well for general accounting.
Your first invoice
From the dashboard, use Quick Create → Invoice (general accounting) or Travel Invoice (airline/hotel/visa/insurance/Umrah line items). A draft invoice doesn't touch the ledger — posting it is what creates the balanced debit/credit entries.
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