> ## Documentation Index
> Fetch the complete documentation index at: https://docs.contafy.com.mx/llms.txt
> Use this file to discover all available pages before exploring further.

# Quickstart

> Get started with Contafy in minutes - from account creation to your first invoice

## Get started with Contafy

This guide will walk you through setting up your Contafy account and uploading your first CFDI invoice.

<Steps>
  <Step title="Create your account">
    Navigate to the registration page and create your account:

    1. Visit `https://your-contafy-domain.com/auth/register`
    2. Fill in your details:
       * **First name** (Nombre)
       * **Last name** (Apellido)
       * **Email**: Your email address for account access
       * **Phone**: Optional contact number
       * **Password**: Minimum 8 characters
       * **Confirm password**: Re-enter your password
    3. Click **Crear cuenta** (Create account)

    <Note>
      You'll receive a verification email to confirm your account. Check your inbox and click the verification link before proceeding.
    </Note>
  </Step>

  <Step title="Verify your email">
    After registration:

    1. Check your email inbox for a verification message from Contafy
    2. Click the verification link in the email
    3. You'll be redirected to the success page
    4. Click **Ir al Dashboard** to access your dashboard

    <Warning>
      Your account must be verified before you can create profiles or upload invoices. If you don't receive the email, check your spam folder.
    </Warning>
  </Step>

  <Step title="Create your first profile (RFC)">
    Profiles represent the different RFCs (tax IDs) you want to manage:

    1. Navigate to **Configuración** (Setup) from the dashboard sidebar
    2. Click on the **Perfiles** tab
    3. Click **Crear Nuevo Perfil** (Create New Profile)
    4. Fill in the profile information:
       * **Nombre**: Business or individual name
       * **RFC**: 12 or 13-character tax ID (e.g., XAXX010101000)
       * **Tipo de persona**: Select **Física** (individual) or **Moral** (legal entity)
       * **Regímenes fiscales**: Select applicable tax regimes (e.g., 601, 612, 626)
    5. Configure validation settings (optional):
       * **Validar RFC en ingresos**: Verify RFC on income invoices
       * **Validar RFC en gastos**: Verify RFC on expense invoices
       * **Validar régimen fiscal**: Validate tax regime matches
       * **Validar UUID duplicado**: Check for duplicate invoice UUIDs
    6. Click **Crear Perfil** to save

    <Note>
      You can create multiple profiles to manage different RFCs from the same account. This is especially useful for accountants managing multiple clients.
    </Note>
  </Step>

  <Step title="Upload your first invoice">
    Once your profile is created, you can start uploading CFDI XML files:

    1. Go to **Facturas** (Invoices) from the dashboard sidebar
    2. Select your profile from the profile selector dropdown
    3. Click **Subir XML** (Upload XML)
    4. Choose your CFDI XML file(s) - you can upload multiple files at once
    5. The system will automatically:
       * Extract all data from the XML
       * Validate the RFC and tax regime
       * Check for duplicate UUIDs
       * Calculate payment status for PPD invoices
       * Display any warnings or errors

    <Note>
      Contafy automatically categorizes invoices as:

      * **PUE** (Pago en Una Exhibición): Payment in full
      * **PPD** (Pago en Parcialidades o Diferido): Deferred or partial payment
      * **COMPLEMENTO\_PAGO**: Payment complement for PPD invoices
    </Note>
  </Step>

  <Step title="View your dashboard">
    After uploading invoices, explore your dashboard:

    1. Navigate to **Dashboard** from the sidebar
    2. Select the month, year, and profile you want to analyze
    3. View key metrics:
       * **Total facturado**: Total invoiced amount
       * **Total pagado**: Total paid amount
       * **Pendiente por pagar**: Pending payments
       * **Total de compras**: Total purchases/expenses
       * **Gastos pendientes**: Pending expenses
    4. Explore interactive charts:
       * Income vs expenses trends
       * Payment status breakdown
       * Monthly comparisons
    5. Filter by **Régimen Fiscal** (tax regime) if you have multiple regimes
  </Step>
</Steps>

## Next steps

Now that you've set up your account and uploaded your first invoice, you can:

* **Upload expenses**: Track your business expenses by uploading expense XML files in the **Gastos** section
* **Generate reports**: Export detailed reports to Excel or PDF from the **Reporte** section
* **Search SAT database**: Use the **Búsqueda SAT** feature to search for invoices directly from SAT's database
* **Manage multiple profiles**: Add more RFCs to manage multiple businesses or clients
* **Configure validations**: Customize validation rules for each profile in the setup section

<Note>
  Need help with self-hosting? Check out the [installation guide](/installation) for detailed setup instructions.
</Note>