Welcome to the 'basic start' section of our Billing Software Application wiki, an essential resource for new smartbilling (SB) users. This segment is crafted to provide a comprehensive introduction to the core capabilities and features of our application, ensuring a smooth onboarding process. It encompasses detailed guidance on initial setup procedures, encompassing the incorporation of organizational details and the configuration of billing components to align with your company's billing processes. This section walks you through creating, managing, and tracking invoices, alongside efficient client information management. This foundational knowledge serves as an invaluable tool for users across various professional spectrums, from individual contractors to large-scale enterprises, in maximizing the utility and efficiency of our billing software.
We encourage users to configure a sandbox instance using this Basic Start guide to get familiar with the application prior to making any live changes.
Note: to complete this smartbilling basic start, the credentials used for login must have sufficient roles and permissions to complete the tasks. If you are not sure, contact your smartbilling representative or smartbilling support.
The content is divided into separate sections. Click on any link to follow:
Additional details and information can be found in the relevant sections in this wiki.
Link to orphan content (not for review): [to-edit](/start/to-edit)