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TUTORIALS

billwerk is a clear, easy-to-use platform. These tutorials are even easier to use

How to add a new subscriber

What customer data do I need to provide in order to create a customer on the billwerk platform? Explained in under 1 minute

How to assign a contract to a subscriber

Create a new contract for an existing customer easily: how to select plan group, plan, plan variants, components, coupon codes and choose payment method

Overview: product structure in billwerk

That’s how you create your subscription product in billwerk: define plan groups, plans & plan variants, choose pricing and terms and many more

How to create templates for invoices and emails

Set up your individual templates for the automated invoicing: just input text and the required placeholders

How to set up the payment escalation progress

Individual multi-stage dunning process: set up reminder templates, threshold amount and as many escalation steps as you need. Use webhooks that inform your system automatically

How to upgrade/downgrade a contract

You can upgrade or downgrade a running contract by changing plans, plan variants, components, metered components or discounts. Also possible: set up new conditions for billing date and periods

How to cancel a contract

There are three possibilities to cancel a running contract in billwerk: it can be annulated, canceled immediately or canceled on a regular basis – the latter in this video

User Account Management: profiles, roles & their rights

Your billwerk platform is used by several users? In this tutorial, we will show you how to add several user profiles and roles. A role allows you to define the different rights for users.

Interim billing for metered usage

In this video we will show you, how to execute an interim billing for metered usage.

How to charge components

In this video we will show you, how you can charge a customers additional items called components.

How to configure an account export and execute it

In this video we will show you, how to configure your account export and execute it.

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