Getting started
Here is a checklist on how to get started with setting up your Billwerk+ Optimize or Billwerk+ Pay account.
Setting up your account | |
Please try everything out in your test account first to make sure that our platform fulfills your requirements and needs. Reach out to us in case of questions.You do not yet have a test account set up? Create one using the link on the right side. | |
Select which payment methods best serve your market or your customer base. We are happy to help you to apply for your acquirer agreement with our acquirers, in case you do not yet have any. | |
Integrate your shop, your CRM or your accounting software with Billwerk+ Optimize. Our developer documentation helps you finding the right endpoints. | |
Incase if you are currently using a different solution and wish to migrate, you can follow the instructions in the link on left . It will help you migrate existing customers and contracts to Billwerk+ Optimize independently. | |
What to consider when going live?
What information will be transferred from your test account to your live account? Only the Product Catalogue and your users will be transferred All other settings and configurations have to be setup again in the live account | |
Configuring your Account | |
Configurations > Admin and billing > Account Settings Account 1. Account Name 2. Language (default) 3. Currency (default) 4. VAT percentage (default) 5. Time Zone 6. Logo 7. Terms & Conditions | |
Configurations > Admin and billing > User Management 1. Two-factor-authentication for users (recommended) 2. Invite new users 3. Define access privileges | |
Configurations > Product catalogue
1. Plans 2. Add-Ons 3. Usage-based billing products 4. Discounts 5. Coupons 6. Entitlements | |
Configurations > Customer-Self-Service 1. Hosted Pages 2. Customer Portal 3. Integrate into your own portal (see developer documentation) | |
Configurations > Checkout-Management 1. Payment Methods | |
Configurations > Customer Communication 1. Email Settings 2. Email Templates 3. Translations | |
Financial Processes 1. Dunning 2. Invoices and Credit Notes 3. Tax Management 4. Accounting Export | |
Platform Use | |
Invoices | |
Credit Notes | |
Transactions | |
Payouts | |
Display Options and Filter Settings | |
Edit subscriptions in the Detail View - Add payment method - Edit, pause, expire, cancel - Upgrade/downgrade options | |
Entitlements | |
Usage-based billing Products | |
Additional Services/Credit Notes | |
Discounts/Coupons | |
Emails/History | |
Analyze KPIs relevant for your business. Data can also be exported as csv, xlsx, png and pdf - Revenue Dashboard - Payments Dashboard - Customer Health Dashboard - Billing Dasboard | |
PPRO Reports: Export to csv file - Transactions - Coupons - Customers - Discounts - Invoices - Plans - Subscriptions | |
Accounting Exports- Postings- Debtors- Revenue- Revenue Forecast- Invoices | |
Additional Options | |
Configurations > Integrations and tools > Marketplace Pre-configured integrations to shop, CRM or mail systems | |
Configurations > Integrations and tools > Billwerk= Connect Create your own integrations to third-party-systems using make.com | |
Configurations > Integrations and tools - API Credentials - Webhooks - Checkout-Helper | |
Please find more information about this phase in our article about the Go Live process.