Setup Billecta¶
Target audience: Developers, Stakeholders
Introduction¶
This section of the documentation covers how you setup a new instance of Billecta.
Getting started checklist¶
- Contact Billecta to setup an agreement.
Create test account¶
Go to https://apptest.billecta.com and click Create new account. In the testing environment you can only have 1 user. So you'll be using the same account to setup the integration between Payway and Billecta.
Supply the following information
| Name | Description |
|---|---|
| Name | Name of the user to be created. E.q. "Payway Billecta" |
| Company name | Current company name |
| The accounts e-mail. Will be used in the integration between Payway and Billecta. Has to be an actual e-mail address since it will be used to transmit activation details etc |
Click Create account and you'll shortly receive an e-mail with activation information. Log in and accept the terms and conditions.
Change your password. And please note that this will be used in the integration between Payway and Billecta.
Create creditor¶
Supply your organisation number and company name for the first creditor, click Create.
Edit company settings¶
Click Settings - Company settings and supply at least the following parameters
| Name | Description |
|---|---|
| Address | Zip code and city |
| Bankgiro for invoicing | Click Add payment method under the title Supply what payment method you want to use for invoicing |
| Bankgiro for payments | Click Add bankgiro for payments |
Optional company settings¶
Click Configuration - Invoice settings and supply the following parameters
| Name | Description |
|---|---|
| Next invoice number | The next invoice number for your invoices |
Click Save.
API users¶
Click Settings - Users
Choose the created user and mark it as an API user.
This users credentials will be used in the configuration setup in Payway.
Click Save.
Create production account¶
Contact Billecta to start the production procedure.
You'll need to perform the same setup in the production as in the test environment.
Please use a separate API user for setting up communication between Payway and Billecta though.