The implementation of SimplBooks software is quick and easy! The entire process, from start to actually beginning work, takes about 5 minutes.
1 To join, go to the SimplBooks homepage and click the green “Join for free” button.
2 Fill out the registration form, review the terms of service, and click the “Create account” button.
After clicking the “Create account” button, an automatic email will be sent to you with a link to confirm your account registration.
You can also register using an existing Google account.
3 Confirm your account by using the link provided in the email.
By clicking the account activation link in the email, you will be redirected to the login form with a message saying “Registration confirmed,” assuming everything went smoothly. However, the link in the automatic email should be clicked within a reasonable time frame, which is one week, after which the security code in the link will expire.
4 Enter the email address and password you used during registration and click “Log in.”
If you are a new user or no environment is linked to your account, you will automatically be redirected to the page for creating a new environment.
5 By default, the Start package is selected, which you can change by clicking the “Change plan” link.
Once you have selected a package, you will be redirected back to the previous view.
6 If the invoice payer is not the company for which you are creating the environment, check the box “Invoice to another company/Existing plan.” Enter the name of the paying company there, and for existing customers, select from the list that opens when you click the field above.
Once you have filled in the information and clicked the “Create environment” button, a new environment will be created based on the parameters you entered, which you can start using immediately. The environment includes instructions to help you set up the necessary configuration.
You can select a suitable package in advance on the homepage in the Prices section.
If you have received a promotional code, you can add it by clicking on the “Use promotional code” link (under the package name).
If you are a representative of an accounting firm and are adding a new company to your office package, be sure to check the box “Invoice to another company/Existing package.” Enter the name of the paying company there, and for an existing package, select your company name (the accounting firm) from the list that appears when you click on the field. It is important to choose it from there instead of re-entering it, as selecting it ensures that the added company will be billed correctly.
If you are already a user and want to add a new company to your office package, you can do this most easily by logging into SimplBooks and hovering over your company name in the top right corner with your mouse. There, you will see a list of companies you have access to, and at the bottom, there is an option to “Add new environment.”
For the new company, also select an office package.
If necessary, the company under the accounting firm may have a different package from our selection. In this case, it will be reflected on the invoice as a separate line item with the price of the selected package.
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