Welcome to Billsby! We know that setting up your account can be a little overwhelming with so many moving parts to consider, so we've put together this quick guide to help you get started with configuring your account.
Step 1: Tell us what want to charge your customers for and when
First, you'll need to tell us all about what products and plans you sell and how you want to charge for them.
Step 2: Configure Billsby to be about your business
Now its time to configure Billsby to be about your business, and make any interactions with your customers native to your brand.
Add your payment gateway and configure your currencies, so you can start taking payments.
Customize the invoices we send to your customers.
Step 3: Customize Billsby to conform to your business rules
Next, you need to configure your account to follow your specific business rules.
Configure your sales tax rules.
Decide on how you want to handle failed and declined payments using the dunning flow.
Step 4: Add the Billsby checkout to your website
Configuring the Billsby checkout and adding it to your website is easier than you might think. All you need to do is decide on the checkout functionality in the configuration section, and then add a button to your website that your customers can use to open up the checkout modal and sign up to one of your plans.
Step 5: Let your customers manage their own accounts (optional)
Finally, if you want your customers to be able to manage their own accounts, you need to add a button to your website that your customers can use to open up the account management modal. If you would rather not let your customers manage their own accounts, you can skip this step.
Decide on what actions you'd like your customers to be in control of.