Account Setup Guide: Step-by-Step Walkthrough

You did it! You've just taken a major leap toward automating your finances and fueling your business's growth.

So, what's next? Let's unlock the full potential of JustPaid and start transforming your cash flow into a well-oiled, revenue-generating machine!

Sign Up & Registration

First of all, let's get your account up and running:

Navigate to our website and click the Sign-Up button located in the top right corner.

Now that you're on our login page, use your credentials and click Continue.

Once you're in, we will ask you for some of your and your business information, such as: your name, your phone number and the type of account you wish to have, as well as your company profile. Save everything and continue.

Quick Tip

Make sure to confirm the email you're using for your JustPaid account!

In-depth Set-up

Congrats! The first part is done. Now, let's move on to setting up your account with all your current necessary integrations and branding.

Go to the JustPaid dashboard, and click on the Settings page at the bottom left.

Set up the branding of your account, including your logo, signature, and primary color. Click save once you're done.

Check the email, checkout, and invoice previews to ensure they look okay and on-brand for your business.

Make your team bigger: invite users!

Once all the pertinent information has been filled out, you can focus on adding your team members to JustPaid!

Go to the Team tab under the Company settings.

Click "Invite user".

Fill out some information on their behalf and choose what kind of user they will be and if they can manage payments within JustPaid.

Now let's smooth things up: Integrate with your existing stack

To maximize efficiency, JustPaid integrates with popular financial and accounting software. Still under Settings, you will find the Product tab, where you can start by connecting all of your bank accounts to ensure accurate cash flow insights and seamless payments collection.

Security Note

Don't worry, JustPaid has read-only access to your account and it's in full compliance with industry-leading financial and data security regulations, such as GDPR.

You will also be able to set up payment profiles and connect:

Accounting Softwares

QuickBooks, Xero, NetSuite, and more

CRMs

HubSpot, Salesforce, and other popular platforms

Payment Gateways

Stripe, ACH, and additional payment methods

And just like that you're all set to take advantage of all the amazing features JustPaid has to offer. What now?

Configuring Financial Settings

Now that you have all of your information up and running, it's time to focus on the financial details of your business: how are you billing your customers? Is it tier, subscription or usage-based?

Setting up Plans

Still under the Settings page, if you go to the Product and then to the Plans tab, you will see a button to create your plans, defining your existing pricing models and usual amounts of billing. Alternatively, you can upload your existing documentation on how your plans work.

Accounts Receivable Settings

Finally, our last settings to configure: Accounts Receivable under the Settings page. Under general settings you will see a couple of features you will adjust both to your liking and to your plan with us.

In this section, you will also be able to configure the collections part of the software, such as the date those unpaid invoices will transfer to JustPaid Collections agent. Add any information necessary; it will automatically save.

Automatic Reminders

Now we move onto automatic reminders, where you can create custom templates for specific clients regarding how our agent will approach them to remind them of the unpaid invoices, edit it to your liking, click ok, and then save.

Nice work

You've officially set up your entire account!

Creating new customers and uploading existing contracts

From now on, you're totally free to go through the different features we offer at your own pace. Still, as a bonus, we will quickly review how you can upload all of your current client's information and start using JustPaid ASAP!

Uploading Contracts

Uploading your existing contracts and clients has never been easier. Let's go to the dashboard, and from there, we can click on Customer Contracts, and on "Add Contract".

You can either drag and drop, or select a file from your personal folders to add as many contracts as you wish.

Pro Tip

You don't even need to log into JustPaid to do this! You can simply forward any PDFs to your dedicated billing email of JustPaid from your email provider (Gmail, Outlook…)

Adding Customers

Once you upload your contracts and invoices, you will see your customers page populate accordingly, but either way, you can also manually add them, just click in the Customers page and then on "Create Customers".

Super Pro Tip

You can even ask our AI to guide you through any additional process you find confusing, or reach out to our support team at support@justpaid.ai.

You're all set!

You've officially completed your JustPaid setup. Need additional help? Our support team is always here at support@justpaid.ai. Welcome to JustPaid—let's streamline your AR together!