Author of this article: Seb Haugeto, founder & CEO, Dealflow

This is a good place to start if you're new to Dealflow. Let’s dive right into it.

How can I get onboarded to Dealflow?

Below follows a clear 5 step summary to ensure that you get onboarded properly.

1. Log in for the first time after your invitation or waitlist approval.

2. When you get in, notice that you have to complete a 3 step account setup flow to unlock invoicing.

3. Step 1: Confirm your profile.

4. Step 2: Set up your legal entity and send your test invoice.

5. Step 3: Verify your ID and withdraw the test invoice.

That’s it! You’re now ready to invoice with Dealflow 🚀

Please find the full video tutorial below. Make sure to skip to 32 seconds to directly see the onboarding process.

You're welcome :)

Cheers, Seb