Documentation – Bulletproof My Business

Getting Started

Follow this guide and you will be up and running in short order!

• The ideal credit process
• Getting started with your FREE trial account
• Configuring your trial account
• What can I do with a trial account?
• Upgrading to a live account

Customising

How to customise Bulletproof My Credit Management

• Settings page
• Adding your logo
• Business details
• Customer type selection
• Payment (Credit) terms
• Forms
• TradePaid settings

TradePaid

Taking control of when you get paid.

• How to apply
• Pre-Authorising funds
• Charging a customer

Using Credit Management

A guide on the credit process - how to complete each step

• Logging in
• Adding a customer
• Credit check
• Setting payment (credit) terms
• Registering a GSI
• Customer monitoring

User Management

Managing user accounts, including your own.

• Adding or removing users
• Accessing multiple organisations
• Switching organisation

Integrations

How to integrate Credit management with your other systems

• Accounting
• Job Management
• Quoting
• Google contacts (G Suite) – Coming soon