Getting Started with Stokly

Welcome to Stokly. This guide will help you get from zero to a fully configured account in about 15 minutes.

1. Create your company account

When you sign up, you create a tenant — an isolated workspace for your business. Everything you do (invoices, customers, employees, journal entries) lives inside your tenant, separate from every other company on the platform.

Go to the Register page from the login screen.
Enter your company name, your name, email, and a strong password.
You'll be signed in automatically and taken to the dashboard.

2. Complete your company settings

Before issuing your first invoice, configure your company details so they appear on documents correctly.

Navigate to Company Settings and set:

Company name, logo, and address — appear on invoices, quotes, and payslips.
VAT registration number — required for VAT-registered vendors.
Default VAT rate — South African standard rate is 15%.
Banking details — appear on invoices so customers know where to pay.
Default terms and conditions — automatically populate on new invoices and quotes.

3. Configure email (SMTP)

To send invoices, quotes, and payslips by email, configure your SMTP credentials under Company Settings → Email Settings:

SMTP host (e.g. smtp.gmail.com, smtp.office365.com)
SMTP port (587 for STARTTLS, 465 for SSL)
Username and password
"From" name and address

Click Send Test Email to confirm everything works.

4. Meet the dashboard

The dashboard gives you a real-time view of your business:

Revenue and outstanding balances
Recent invoices and quotes
Low stock alerts
Upcoming birthdays and work anniversaries (if you use the Payroll module)
Activity feed showing who did what, when
Announcements to your team

You can rearrange or hide widgets by clicking the Configure Dashboard button.

5. Next steps

Depending on what you need, jump into:

Need help? Visit the Support page or browse our Tutorials for step-by-step walkthroughs.