Quick settings for documents

Once you have created your account and company on Moloni ON, you can configure your company to issue documents.

Follow these steps:

1. On the main dashboard, in the Set up document issuance section, enter your company address and click Save and continue.

Setup wizard on the main dashboard, with the company address fields filled in.

2. Now you need to configure the connection with the TA. Choose one of the following options:

Automatic setup: Choose this option if you haven’t created a user on the TA portal yet. Enter your details and we will handle everything: we’ll create a new user with the necessary communications for you.

Automatic setup option selected, showing the tax number, password and document set name fields.

Custom setup: Choose this option if you already have a user created on the TA portal. Enter your details and select the communications you wish to activate.

Custom setup option selected, showing the user, the password and the authorised operations.

3. When you are finished, click the Save and continue button.

Save and continue button at the bottom of the web service connection screen.

4. Next, move on to creating a document set. In the Create document set field, enter the name you wish to assign to the set.

Document set screen, with the set name already filled in.

5. When you are finished, click the Save and continue button.

Save and continue button at the bottom of the document set screen.

Your account is now ready to issue documents. To issue an invoice, please refer to this guide.