Getting started
First start
The setup wizard creates the administrator, your company data and the first invoice template.
On the first start of a single-tenant instance the database is empty and every page redirects to /setup. The wizard is protected by the setup token from the log (or the value of SETUP_TOKEN):
docker compose logs annuva | grep -A1 "Setup required"The steps
- Setup token – proves that you are the owner of the server.
- Database – checks the connection configured in the environment and applies the migrations.
- Administrator – the first user. Passwords need at least 9 characters with upper-case and lower-case letters and a digit.
- Company – name, address, contact, tax mode (small business or regular VAT), bank details and the invoice number pattern, e.g.
RE-{YYYY}-{NNN}. - Invoice template – letterhead, footer, payment terms and texts. You can preview it as a sample invoice.
- Customers – optionally create your first customers right away, with recurring charges, resources and fixed costs.
After the setup the wizard is locked; the token is no longer accepted.
After the setup
- Add further users under Users (roles admin and user).
- Create an API token under Profile → API tokens if you want to use the REST API or an AI assistant.
- Enter your tax years with the marginal tax rate, so the dashboard can estimate the tax.
- Set up SMTP (see Configuration) to send invoices and reminders directly from Annuva.