Creating or joining a company
The onboarding wizard: create your company and pick a plan, or join someone else’s with your invitation code.
The first time you enter Prestafolio there is no dashboard: there is a wizard. It asks you one important question, and everything else follows from it:
- You are creating your company (you are the owner / lender), or
- You were invited to a company (you are a collector or a partner) and you have a code.
Picking wrong is not a problem: the wizard will not let you walk down a path that isn't yours.
Path 1: Create your company
Step 1: the company details
Field | Required? | Detail |
|---|---|---|
Company name | Yes | Between 4 and 120 characters. |
Currency | Yes | Your business's currency (DOP, USD, COP, MXN, PEN…). Pre-selected from your country; change it if it's off. |
Phone | Yes | Up to 30 characters. |
Country | Yes | Up to 120 characters. |
Tax ID (RNC) | No | Up to 20 characters. |
No | If provided, it must be a valid email. | |
Province / City | No | Up to 120 characters each. |
Address | No | Up to 200 characters. |
These are your business details, not your personal ones: they are what later appears on the documents the platform issues.
About the currency: it is the currency the platform shows all your money in: loans, payments, cash, receipts and documents. It is pre-selected by detecting your country (if it can't, it falls back to the Dominican peso), but you choose it: change it right there if it isn't yours. You can change it later in Settings → Company; doing so only changes the symbol your figures are shown with, it does not convert the amounts you already recorded.
Step 2: pick a plan
Here you see the Basic, Gold and Premium cards with the monthly / yearly toggle. When you pick one, the platform takes you to Stripe (the payment gateway) to put your card on file.
You start free: picking a paid plan doesn't charge you anything for the first 30 days. You pick the plan up front because it sets how many agents and how much storage you get: see Plans and billing. You can change it later.
Step 3: come back and get in
When you finish in Stripe you are returned to Prestafolio automatically, you see the welcome screen and you enter the dashboard with your company already active.
If you left halfway
This is the most common case: you created the company, the payment screen scared you off and you closed the tab. You lose nothing, and no duplicate company is created. Next time you sign in, the wizard recognizes you and takes you straight back to the plan step, with the company you already created. Same thing if you cancelled in Stripe: you land back on plan selection, with no error.
Path 2: Join with an invitation code
When a company owner invites you, you get an email with a link and an 8-character code.
- Sign in to Prestafolio with the same email the invitation was sent to.
- In the wizard choose "Join a company".
- Type the code. Lowercase or with dashes (a1b2-c3d4) is fine: the field normalizes it for you.
- Done: you land straight in that company's dashboard. You do not create a company and you do not pay anything: the subscription belongs to the owner.
If you already had a live unaccepted invitation, the wizard opens on this option by itself and tells you who invited you.
Code errors, in plain words
What you see | What happened | What to do |
|---|---|---|
We couldn't find that invitation | The code is mistyped or doesn't exist | Copy it from the email, don't guess it |
The invitation expired | Invitations last 7 days | Ask the owner to send a new one |
The invitation was revoked | The owner cancelled it | Talk to them |
Already accepted | You used it twice (or double-clicked) | You are already in: just sign in |
This invitation belongs to another account | You signed in with a different email | Sign out and use the invited email |
Verify your email first | Your account hasn't confirmed its email | Open the verification email and come back |
You are already a member | That company already has you | Just sign in |
Too many attempts | You tried the code too many times in a row | Wait a minute and retry |
FAQ
What if I got the company details wrong? They can be fixed later. Name, currency, phone, tax id and address are edited in Settings → Company (owner only), and the documents the platform issues pick up the correction.
Does a collector need a plan? No. The owner pays the plan; the collector just uses one agent seat of it.
What if the owner grants me no permissions? You still get in, but you will only see what you are granted. Your own section ("My performance") is always visible: see The dashboard.
Once you are in, continue with First steps.