Overview
This path walks you through setting up Turnstile for the first time, from configuring your account to sending your first quote and managing invoices and customers. Follow the steps in order, as each one builds on the last.
Select each step to open the full instructions.
Configure your account: Set up your logo, timezone, billing entity, default invoice settings, and quote defaults.
Connect your integrations: Connect your CRM, payment provider, and accounting system.
Build your catalog: Set up your terms, quote templates, and plans.
Send your first quote: Create a quote, configure products and pricing, and send it to your customer.
Add existing customers: If you have customers on active contracts outside Turnstile, bring them in.
Manage your invoices: Get familiar with the invoice workflow before your first invoices generate.
Use the customer page: Understand how to view and manage each customer's subscriptions and billing status