Documents

First you need to register, select the type of account (Free or paid), pay (per month or per year), go to the Panel, fill in your Company details

Enter the Panel, Fill in (or check if it exists): Company, Client (counterparty), Service (or several required services), Agreement (Order) and Invoices indicating all the components Generate an invoice, if necessary, click on the Send email button (to the client received a payment by mail on your behalf)

To use the Wizard, go to the Panel, and click the Wizard button, fill in (Select from an existing one or create new ones) all the requested fields, click on the Get an invoice or Send to client buttons

Enter the panel, and set up the Agreement (Order) for monthly payments by specifying the frequency of billing

Log in to the Panel, go to your profile, and copy and generate the API KEY, pass the APIKEY to your developers and a link to the documentation for working with the API

Enter the Panel, specify: E-address and from, SMTP settings and authorization, and whether a copy is required (indicating where it will automatically come)

Enter the Panel, click the PACKAGE button, Upload a file (CSV or Excel) with the specified structure, specify the company, service, and click the Generate PDF or Send Invoices button

Upload the HTML file in the Company settings in the TPL_EMAIL field, Use %SHORTCUT% from the list for data substitution, and click the View Test button

Upload the HTML file in the Company settings in the TPL_INVOICE field, Use %SHORTCUT% from the list for data substitution, and click the View Test button

Write to us in the contact form, we will contact you and add the language you need