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Getting Started with BillPine

Your complete onboarding guide — follow 7 simple steps to set up subscriptions, invoicing, and payments

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Written by Majid Al-anazie

Welcome to BillPine

BillPine combines subscription billing and full accounting in one platform. Get started in 7 steps.

The 7-Step Setup Guide

  1. Add your first customer — Create contacts for your buyers

  2. Set up a product plan — Define what you're selling

  3. Create an invoice — Bill your first customer

  4. Start a subscription — Set up recurring billing

  5. Record a payment — Process customer payments

  6. Configure your settings — Set up payments and taxes

  7. Explore advanced features — Inventory, accounting, expenses

What You'll Learn

This guide walks you through each step. By the end, you'll have:

  • ✅ Your company set up

  • ✅ Payment methods configured

  • ✅ Tax settings ready (ZATCA, VAT)

  • ✅ Your first invoice created

  • ✅ Your first subscription running

What Type of Business Are You?

SaaS/Subscription: Focus on steps 1-5. Subscriptions are your core.

Services/Consulting: Focus on steps 1-5. Use invoices for project billing.

Retail/E-commerce: Follow all 7 steps. Use inventory and subscriptions together.

Accounting/Finance: Follow all 7 steps. Use Chart of Accounts and Journal Entries for detailed tracking.

Next Steps

👉 Start with Step 1: Add Your First Customer

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