Billabex Quick Start Guide: Get Up and Running in 5 Minutes

Quick Start Guide

Welcome to Billabex!
In just a few minutes, you can automate your follow-ups, improve your collection rate, and simplify the management of unpaid invoices.

Thanks to your dedicated AI agent, there’s no need to track every case manually: it analyzes, follows up, and only alerts you when a human action is required.

Getting started

1. Create your account
Enter your first name, last name, and email to access your secure workspace.

2. Set up your organization
Add your company name – it will be used in all communications sent by your AI agent.

3. Recruit your AI agent
Choose their name, gender, and email address – they will become your new billing contact for your clients.

4. Import your first invoices or connect your billing tool
Billabex supports PDF imports and integrations with Pennylane, Zoho Books, and more.

Info
Tip: Invite your teammates right away to streamline invoice tracking. Unlimited access, no extra cost.

The sidebar menu gives you access to the main features:

Billabex invoice management dashboard with invoice list, client accounts, and payment status. Includes sidebar navigation for tasks, communications, accounts, and credit notes.

Tasks
Communications
Invoices
Credit notes
Settings
Tasks

Tasks help optimize the follow-up of unpaid invoices. Created and managed by the agent, they centralize both agent and team requests that require specific action to move forward with collection.

Communications

A centralized hub for all past and upcoming client communications. Think of it as a smart inbox that consolidates messages regardless of the channel used (email, mail, etc.).

Invoices
View the status of all your invoices in a single, comprehensive view showing all key information at a glance.
Credit notes
Credit notes provide your AI agent with the additional context needed to fine-tune follow-up plans based on the actual outstanding balance. View all credit notes in one place.
Settings

Working as a team? Invite your colleagues for better collaboration. Your AI agent becomes a true team member, coordinating with everyone.

The name of your organization appears in all reminders sent by your agent to help your clients identify you clearly. Want to change the name shown in communications? Do it anytime – your agent will immediately reflect the change in upcoming messages.


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