Get started guide

A simple onboarding path from first client to paid invoice

The product tour is designed for operators who want to see how SterlingMadi supports a service business lifecycle without unnecessary accounting complexity, while still giving growing teams the reporting discipline needed for tax preparation and investor visibility.

1

Create your organization

Set up the workspace your team, clients, invoices, and projects will operate inside so every record stays scoped correctly from day one.

2

Add your first client

Capture your client profile, contacts, and service notes so proposals, contracts, invoices, and follow-ups start from one reliable customer record.

3

Create a proposal

Build a professional proposal with pricing, scope, and terms that you can share with the client as the starting point for the engagement.

4

Convert the opportunity into a contract or project

Turn approved work into a formal contract, project, or both so delivery, approvals, and client commitments stay connected.

5

Issue an invoice

Generate a VAT-ready invoice tied to the client and job so billing stays traceable and easier to manage as your workload grows.

6

Record or collect payment

Track manual payments or launch the Paystack flow for outstanding invoices to keep collections visible and cash flow easier to manage.

7

Track project delivery and activity

Monitor delivery progress, time, and workspace activity so your team has a clean operational view of what is in flight and what needs attention.

8

Review reporting and SARS-supporting tax statements

Use invoice, payment, and revenue summaries to support accountant reviews, SARS tax preparation, and investor-ready operating updates for startups backed by angel funding.