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Billsby Overview
Here for the first time? See how Billsby can help; from onboarding customers and managing their accounts, to churn and customer retention.
Getting Started
Everything you need to know to get started with Billsby
Switching to Billsby
How to move your existing customers over to Billsby
Products, Plans and Cycles
How to optimize your account set-up and charge correctly for your product or service.
Add-ons and Allowances
Increase your MRR with flexible add-ons and allowances
Discounts and Coupons
Create a library of discounts that work across your plans.
Customer and subscription management
Easily view and manage your customer base and their subscriptions
Invoices and Credit notes
Understand how to utilise and issue invoices and credit notes
Dunning and Retention
Handling failed and declined transactions, and keeping your customers from churning.
The Billsby Checkout
Subscribe your customers to your plans automatically using the Billsby checkout
Processing transactions
Everything you need to know about transactions processed through your Billsby account
Customer communication
Define how, when and why we communicate with your customers via email and change the content to suit your business needs
Customer self service management
Allow your customers to manage their own accounts with the Billsby account management modal
Reporting and Insights
Keep on top of what's going on and how it'll impact your company.
Taxes
Determine how taxes are calculated for your customers to ensure you’re compliant with local laws and collecting the right taxes wherever you do business.
Integrations
Know how to link other software with Billsby to make your complex system work seamlessly
Managing your Billsby account
Everything you need to know about managing your Billsby account, from changing your password and personal details to enhancing account security.