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We will explain how to connect your first email address on the ipaidthat platform, in order to automatically collect your invoices.

How to connect your first email address to iPaidThat ?

We will see how to connect your first collector on iPaidThat to collect all the documents from your provider's website.

How to connect your first collector ?

Let's see how to connect your first bank to automatically import your bank transactions.

How to synchronize your first bank on iPaidthat ?

We will see how to import an invoice manually as an invoice in PDF format available on your computer.

How to manually add your first invoice on iPaidThat?

We will see how to create a sales invoice on iPaidThat to send it to one of your customers.

How to create your first sales invoice on iPaidThat?

We will see how to install the web-application on your phone, IOS or Android.

How to install the iPaidThat web-application on your phone?

This article will go over the process of inviting your accounting firm and your accountant.

How to invite your accounting firm ?

Start your iPaidiThat journey with the right foot ! 

First steps on iPaidThat

iPaidThat

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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