Onboarding - Qlero

Customize your types

Set up your Contract Terms

Create your Territory Groups

Configure Sources & Stores

Create your labels

Create your tracks and releases

Link your tracks to your releases

Create your payees

Setup your accounts

Create your contracts

Add or create your own template

Import your first sales file

Create your first cost

Create a new period

Process your first period

Review your processed period

Attention! When publishing a period, statement emails will be sent out to your Payee Users. See our article on how to add users to your Payees.

Create a Report