The onboarding checklist is in the "My Invoices" view.
This screen appears as default upon the first access of the Financial Services tool.
Once you complete the required setup steps, the checklist will be resolved and the invoice tables will appear instead.
What are the onboarding checklist items?
The onboarding checklist consists of the following steps:
- Create an invoice organisation
- Set up an invoice template
- Define CDR Validation rule (optional)
- Set VAT Configuration
- Create payout accounts
- Assign EVSEs to payout accounts
During your onboarding, you can follow your progress with the Onboarding progress bar.