The Get Started page helps you set up your new organization in Wafeq through clear, sequential steps, allowing you to configure your account and begin using the system quickly without navigating across multiple screens or searching for essential settings.
This page appears automatically when a new organization is created and serves as the main onboarding page guiding you through the initial setup process.
When does the Get Started page appear?
The page appears in the following cases:
When creating a new organization for the first time.
When inviting a user to a new organization, provided their role is Admin.
For all Owners of the organization.
It does not appear for users with regular permissions.
The page appears in full onboarding mode during the first week after creating the organization, including a Start Here badge in the sidebar.
What does the Get Started page include?
The page displays a set of essential setup steps that help you activate your organization and configure your tax settings. These steps appear in order so you always know what to complete next.
The main steps include:
Create your organization (marked as completed automatically after the account is created).
Complete your VAT information, shown only if you selected that your business is VAT-registered during sign-up.
Add your organization’s address.
Create your first QR-compliant invoice that meets ZATCA requirements.
Invite your team (optional).
Each step expands when clicked to show the required details and how to complete it.
Additional actions available on the Get Started page
Alongside the five setup steps, the Get Started page also offers a set of action cards that help you begin using Wafeq immediately. These cards appear under the setup steps, both during the first week and after it. They include:
Create a sales invoice
Create a purchase invoice
Create an expense
Document templates
Customers & suppliers
Reports
Integrations
These cards allow you to access the most important daily actions quickly without navigating through the menus.
What happens after the first week?
The Get Started page continues to appear in your main menu, but the layout changes once the one-week onboarding period ends:
The page layout is updated so that the main action cards (e.g., create invoice, create expense, create purchase invoice) appear at the top.
The five setup steps move to the bottom of the page instead of appearing at the top.
Where can I find the Get Started page afterward?
You can always return to the page by clicking "Get Started" from the main menu.
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