Getting started
Create your organization, connect your data and prepare your agent for its first follow-ups.
In this section
- 01 Discover Billabex Locate the essential Billabex areas and learn where to follow customer accounts, tasks, and communications.
- 02 Create an account and sign in Activate your Billabex invitation, set a password, and reach the organization that invited you.
- 03 Create an organization and engage your agent Understand controlled organization creation and complete the step that engages your Billabex agent.
- 04 Connect your invoicing tool Link Pennylane or Zoho Books to the right organization and review permissions before the first import.
- 05 Understand the first synchronization Follow first-import states and check initial accounts without confusing in-progress processing with an error.
- 06 Prepare the first follow-up Check the contact, receivable, and possible blockers before the agent prepares its first communication.
- 07 Getting-started checklist Complete seven essential checks before allowing the agent to work on the first customer accounts.