Getting started
Create your workspace, set up your business and send your first invoice.
- Create your workspaceSign up with email or Google, name your business, and BillingMart sets up your workspace, a test merchant account and a short checklist.
- Set up your business detailsWhere your business name, address, tax ID, invoice numbering, payment terms and business type live, and what you need before your first send.
- Send your first invoiceSend a sample invoice to yourself in one tap, then send a real one to a client. What you need, what counts as a send, and what to do if it is refused.
- Your trial and the free planA new workspace starts with a trial of the full product. What the banner shows, what happens when it ends, and what stays yours on the free plan.
- Invite your team and set rolesHow to invite someone to your workspace, what each role can do, and how to change a role, limit access to one business, or remove them.