Overview of the Sidebar
Once you log in to the application, on the left hand side the navigation sidebar. All the features and functionalities of the app are accessible via this Sidebar.
Clicking on the little flashes 
you open the sub menus. Please find below a table showing all menu items:
Menu | Sub menu | Usage |
|---|---|---|
Search | Allows you to search through different features | |
Dashboard |
| Rapid access to our Go live functionality, information about Plugins, access to documentation and support. |
Customers | Customers | See the list of customers and add new ones. Dive into existing customers to see their related Payment Methods, Subscriptions and Invoices. Create new subscriptions and invoices and add payment methods for the customer. |
Payment Methods | Get an overview of the Payment Methods you set up in Configuration > Payment Methods. | |
Payments | Invoices | Keep track on invoices you sent out to customers, of their status and open invoice details to generate payment links or settle the invoice. |
Credit Notes | View all the Credit Notes generated and sent to your customers | |
Transactions | Once you got payment transactions you will see the list here. | |
Subscriptions |
| List of all the Subscriptions |
Analyze | Revenue | View Revenue related KPIs of your business such as ARR, MRR, MRR Movement etc. |
Payments | View Payments related KPIs of your business such as Number of Transactions, Failed, Refunded Transactions, Payments by Payment Method etc | |
Customer Health | View Churn and Retention related metrics of your business | |
Configurations | Product Catalogue | Create Plans, Add-Ons, Usage-based Billed Products, Discounts etc. |
Customer Self-Service | Configure Customer Portal and Hosted Pages | |
Checkout management | Setup the Checkout configuration, Payment Methods, Risk Filter etc. | |
Customer Communication | Define the Email Template and Localize your product catalogue and other communication in 16 other European languages | |
Finance and accounting | Configure the Dunning flow, Invoice and Credit Note Settings and DATEV export | |
Integration and Tools | Explore different apps that can be integrated with Optimize, Setup API Credentials, Webhooks etc. | |
Admin and billing | Setup your billing information, manage the users for your account and manage your acquirer application |
Great! Now that you have a good overview over our application, let us go quickly through the process to get Billwerk+ Pay or Billwerk+ Optimize up and running in no time.