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  1. Invoicing & Billing System
  2. Get started
Get started

Get Invoicing & Billing System running in four steps.

Create your account and configure the system with Proto.

  1. Create your account

    Click Start now and create your ERP.AI account.

    Start now
  2. Download Proto

    Proto is the desktop app you use to set up Invoicing & Billing System. It runs on macOS, Windows and Linux.

    Download Proto
  3. Make it yours

    Open Invoicing & Billing System in Proto and adjust fields, steps, roles and approvals to match how your team works.

    Implementation plan
  4. Bring your data and team

    Import your records, then invite your team and assign their roles.

    See the roles

Get started

Create your ERP.AI account using Get started. Download agent to install Proto and choose Invoicing & Billing System as the system you want to configure.

Prepare your business

Bring your existing identifiers, representative documents, responsible people and any required connection details. Use Proto to configure the relevant modules and verify the first business process, including an exception and a correction.

Invite your team

Assign the declared roles, check scoped access and confirm the records and reports produced by the workflow. Keep approved configuration changes and their source revision together as you extend the system.

Set up Invoicing & Billing System your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started

A personal agent for your business

Get started with Proto

Your app is selected. Download Proto, then open it with this context.

Selected appInvoicing & Billing System

Choose your computer’s platform.

Download Proto

Install Proto, then return to this panel.

Already installed? Open Proto

Free to use. Your own model provider may charge for usage.