Getting Started with XBP

Description

1. Join XBP-SMB and Start Your Journey

Self-register, choose a plan, and set up your team’s subscription.

2. Easy First-Time Setup

Configure organization profiles and preferences in minutes with an interactive and intuitive user interface for quick team onboarding.

3. Get into the Details; Configure Your Organization

Define AP approval policies, manage roles and users, create templates, and enable GST e-invoicing with XBP-SMB's detailed organizational configuration.

4. Welcome Your Customers and Vendors

XBP-SMB instantly verifies banking info, establishing stable connections with customers and vendors and transforming them into trusted trading partners.

5. Upload Your First Bill to XBP-SMB

Easily upload bills, manage approvals, issue credits, make payments, and perform GST reconciliation through XBP-SMB's comprehensive system.

6. Craft Professional Invoices in Minutes

Choose to manually craft professional invoices or convert PDFs to e-invoices, set up recurring invoices, and finally deliver them to customers efficiently.

7. Experience Seamless e-Payments

XBP-SMB streamlines payments, offering online options for single or multiple invoices, full or partial payments, and even bulk payments.

8. Integrate with Your Accounting Software

Quickly synchronize with accounting software like QuickBooks, FreshBooks, or Sage for seamless integration into all accounting software applications.

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