---
title: "Getting started"
slug: "getting-started"
updated: 2025-12-09T12:37:06Z
published: 2025-12-09T12:37:06Z
canonical: "help.frisbii.com/getting-started"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.frisbii.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Getting started

Here is a checklist on how to get started with setting up your **Frisbii Billing** and **Pay** account

| [Create a Test Account](https://frisbii.com/signup/) | 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 left side. |
| --- | --- |
| [Acquirer Agreement](/frisbii/docs/acquirer-agreement-applications) and [Payment Methods](/frisbii/docs/payment-methods-1) | 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](/frisbii/docs/cards), in case you do not yet have any Acquiring and Acquirer Agreement |
| [Integrations/Developer - Documentation](https://docs.frisbii.com/?__hstc=155120807.265496d03be3826ad1303bdf84b84945.1747740396298.1747818680878.1747821335286.3&__hssc=155120807.5.1747821335286&__hsfp=2848118721) | Integrate your shop, your CRM or your accounting software with Frisbii Billing. Our developer documentation helps you find the right endpoints. |
| [Migration of Existing Customers](/frisbii/docs/import-migration) | 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 Frisbii Billing independently. |
| [Go Live](/frisbii/docs/go-live) | What to consider when going live? 1. Choose your Product - Recurring Revenue Management or Payment Gateway 2. Select the Plan 3. Enter the payment information and hit submit 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 set up again in the live account |
| **Configuring your Account** |
| [Account Setup](/frisbii/docs/account-settings) | 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. [Set up Terms and Conditions](/frisbii/docs/policies-and-documents) |
| Configurations > Admin and billing > User Management 1. Two-factor-authentication for users (recommended) 2. Invite new users 3. Define access privileges |
| [Configurations](/frisbii/docs/configurations) | [Configurations > Product catalogue](/frisbii/docs/product-catalogue) 1. Plans 2. Add-Ons 3. Usage-based billing products 4. Discounts 5. Coupons 6. Entitlements |
| [Configurations > Customer-Self-Service](/frisbii/docs/customer-self-service) 1. Hosted Pages 2. Integrate into your own portal (see [developer documentation](https://docs.frisbii.com/docs/getting-started)) |
| [Configurations > Checkout-Management](/frisbii/docs/checkout) 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** |
| [Payments](/frisbii/docs/payments) | Invoices |
| Credit Notes |
| Transactions |
| Payouts |
| [Subscriptions](/frisbii/docs/subscriptions) | 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 |
| [Revenue Insights](/frisbii/docs/overview#🧭-where-to-find-it) | Revenue Insights KPIs relevant for your business. Data can also be exported as csv, xlsx, png and pdf - Revenue dashboard - Subscriptions dashboard - Payments dashboard - Billing dasboard - Customer health dashboard - Receivables dashboard |
| PPRO Reports: Export to csv file - Transactions - Coupons - Customers - Discounts - Invoices - Plans - Subscriptions |
| Accounting Exports- Postings- Debtors- Revenue- Revenue Forecast- Invoices |
| **Additional Options** |
| [Marketplace](/frisbii/docs/marketplace) | Configurations > Integrations and tools > Marketplace Pre-configured integrations to shop, CRM or mail systems |
| [Frisbii Connect](/frisbii/docs/introducing-billwerk-connect-your-gateway-to-custom-automation) | Configurations > Integrations and tools > Frisbii Connect Create your own integrations to third-party-systems using make.com |
| [Developers](/frisbii/docs/integrations-and-tools) | Configurations > Integrations and tools - API Credentials - Webhooks - Checkout Helper |

Please find more information about this phase in our article about the [Go Live process](/frisbii/docs/go-live-process).