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Billforward FAQs
  • Go to billforward.io
  • Go to Customer Portal
Getting Started
  • General
  • Getting Started
    • Onboarding
    • Billing
  • Technical
  • Integrations
    • Salesforce Integration
    • Xero
    • QuickBooks
    • HubSpot
    • Square
  • Flexcheck
  • Privacy and Data
  • Accounts
  • Subscriptions
  • Products
  • Rate Plans
  • Invoices
  • Coupons
  • Credit
  • Dunning
  • Payments
  • Payment Methods
  • Refunds
  • Marketplace
  • Tax
  • Trials
  • Time
  • Usage
  • Arrears
  • Roles
  • Notifications
  • Aggregation
  • Salesforce
  • Webhooks
  • Testing and Integration
  • Contracts
      Back to home
      1. Billforward FAQs
      2. Getting Started
      • General
      • Getting Started
        • Onboarding
        • Billing
      • Technical
      • Integrations
        • Salesforce Integration
        • Xero
        • QuickBooks
        • HubSpot
        • Square
      • Flexcheck
      • Privacy and Data
      • Accounts
      • Subscriptions
      • Products
      • Rate Plans
      • Invoices
      • Coupons
      • Credit
      • Dunning
      • Payments
      • Payment Methods
      • Refunds
      • Marketplace
      • Tax
      • Trials
      • Time
      • Usage
      • Arrears
      • Roles
      • Notifications
      • Aggregation
      • Salesforce
      • Webhooks
      • Testing and Integration
      • Contracts

      Getting Started

      How to get started with Billforward and onboarding guidance.
      • What's the difference between Sandbox and Production Billforward environments?
      • Can I view multiple organizations at once?

      Onboarding

      • Getting Started in Billforward
      • How do I add a new Customer via Billforward's UI?
      • How long does it take to start using BillForward?
      • Can I connect Billforward with my existing website and other systems?
      • How do I add a Payment Method for a new Customer via Billforward's UI?
      • Do I need a merchant account and payment gateway to start using Billforward?
      • Can I use my existing payment gateway or do I need to change?
      • How do I set up my first plan via Billforward UI?
      • How do I subscribe a Customer to a Subscription via Billforward interface?
      • How do I complete the one-off Billforward account set up process?
      See more

      Billing

      • How can Billforward help me reduce subscription churn?
      • Can I accept offline payments, such as checks?
      • Can I bill my customers more than once a month?
      • Does Billforward support metered billing?
      • Can I use Billforward for one-time transactions?
      • What is credit card data portability and should I be concerned about it?
      See more
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      billforward.io Help Center
      • Go to billforward.io
      • Go to Customer Portal