Get started in ~1.5 hours
Welcome to JustPaid
Our streamlined onboarding process gets you up and running in under 90 minutes. Follow our step-by-step guide to connect your systems and start automating your revenue operations.
Product Demo Videos
Watch these comprehensive guides to familiarize yourself with JustPaid's features before starting your onboarding.
Complete Product Walkthrough
Comprehensive demo showcasing all JustPaid features and capabilities
Upload Customer Contracts
Learn how to upload and manage customer contracts in the system
Invoice Scheduling
Set up automated invoice scheduling and recurring billing
Financial Reports
Generate and customize comprehensive financial reports
Automatic Reminders
Configure AI-powered automatic payment reminders
Your Onboarding Journey
Follow these 11 steps to complete your JustPaid setup. Each step includes time estimates and clear instructions.
Connect Accounting Software
REQUIREDConnect directly between JustPaid and your General Ledger with admin credentials
Connect CRM
REQUIREDSync your customer relationship management system with JustPaid
Connect Bank Accounts
REQUIREDSecurely connect your bank accounts through Plaid for payment tracking
Connect Stripe Account
REQUIREDLink your Stripe account for seamless payment processing
DNS Configuration for Email
REQUIREDUpdate DNS settings on your hosting provider with JustPaid MX and TXT records
Add Payment Profiles
REQUIREDSelect from the dropdown which payment bank profile should be listed on invoices and for deposits
Company Profile Customization
REQUIREDCustomize your company logo, colors, and add team members
Contract Storage Integration
RECOMMENDEDShare your Google Drive link or email all contracts to the dedicated email address
Usage Data Configuration
OPTIONALConfigure how usage data will be shared with JustPaid - options include API or CSV depending on complexity
Invoice Approval Workflow
REQUIREDSet up the approval workflow for invoice sending within your organization
AR AI Persona Setup
REQUIREDCreate a personalized AI persona to handle outreach for unpaid invoices
Ready to Get Started?
Within ~1.5 hours, you can be completely onboarded to our platform and ready to automate your revenue operations.
Onboarding FAQs
What if I don't have all integrations ready?
No problem! You can complete the onboarding steps at your own pace. The required steps are necessary for core functionality, but you can return to optional integrations later.
Do I need technical knowledge to complete onboarding?
Most steps require only admin access to your existing tools. For DNS configuration, you may want to involve your IT team, but we provide clear instructions for every step.
What kind of support is available during onboarding?
You'll have access to our dedicated onboarding team via email, scheduled calls, and our comprehensive demo videos. We're here to help every step of the way.
Can I test the platform before completing full onboarding?
Yes! We provide a Sandbox environment where you can explore features safely before connecting your production systems.
Still have questions about the onboarding process?
Contact Our Team
