1
Create your account
Enter your name, set a password and choose whether you use Billpal as a Business owner for your own company or as an Accounting firm for clients.
2
Two-factor authentication
Billpal protects every account with a second factor. Scan the QR code with an authenticator app such as 1Password, Authy or Google Authenticator and enter the 6 digits. Billpal asks for the code every time you sign in from then on.
3
Company details
Enter the company name, website, tax ID and address. Billpal later uses them to tell whether your company is the customer or the supplier on a document.
4
Create a workspace
Name the workspace, describe in a sentence or two what your company does, and choose the chart of accounts: Billpal default, Austria (ÖEKR) or Germany (SKR03/SKR04).
5
Invite your team
Invite colleagues or your accountant. You can skip this step and do it later, see Workspaces and team.
6
Connect WhatsApp
Connect your phone number so you can photograph receipts and send them on WhatsApp. More in Connect WhatsApp.
7
Connect an email account
Connect the inbox where your invoices arrive, or set up forwarding. The import starts once you finish setup. You can skip this step too.
What’s next
Collect documents
Add more inboxes, portals or uploads.
Review documents
Resolve what Billpal couldn’t recognize with confidence.
Adjust the chart of accounts
Import your own accounts and set guidelines.
Export
Hand documents over to your accounting.