Overview

These guides follow the journey from signing up to getting paid. Every guide is also in the sidebar and in search (⌘K).

flowchart LR
  A["1 · Set up"] --> B["2 · Build
  your catalogue"]
  B --> C["3 · Customers
  & orders"]
  C --> D["4 · Collect
  payments"]
  D --> E["5 · Manage
  & track"]

New to BillPro? Start with the Introduction, then create your first order.

For the complete documentation index, see llms.txt

1 · Set up

Create your account, connect CardCorp, and set up your team and emails.

2 · Build your catalogue

Set up what you sell, and how customers pay for it.

3 · Create customers & orders

Add the people you sell to, then create an order for each sale.

4 · Collect payments

Take the first payment by phone, or send the customer a link to pay.

5 · Manage & track

Keep recurring payments on track and watch how your business is doing.

Look something up

The Additional Topics section explains order and billing event statuses, notifications, PDF documents and other details you might need along the way. Start with Order status.