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

Create a Test 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.
Acquirer Agreement and Payment Methods	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 Acquiring and Acquirer Agreement
Integrations/Developer - Documentation	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	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	What to consider when going live? Choose your Product - Recurring Revenue Management or Payment Gateway Select the Plan 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 setup again in the live account
Configuring your Account
Account Setup	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
Account Setup	Configurations > Admin and billing > User Management 1. Two-factor-authentication for users (recommended) 2. Invite new users 3. Define access privileges
Configurations	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
Payments	Invoices
	Credit Notes
	Transactions
	Payouts
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
Analyze	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
Marketplace	Configurations > Integrations and tools > Marketplace Pre-configured integrations to shop, CRM or mail systems
Frisbii+ Connect	Configurations > Integrations and tools > Frisbii= Connect Create your own integrations to third-party-systems using make.com
Developers	Configurations > Integrations and tools - API Credentials - Webhooks - Checkout-Helper

Please find more information about this phase in our article about the Go Live process.

Integrations and tools