> ## Documentation Index
> Fetch the complete documentation index at: https://docs.saasybill.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Quickstart

> Get set up and create your first subscription in minutes

## Get started in three steps

Set up Saasybill, define your pricing, and start billing.

### Step 1: Connect and configure

<AccordionGroup>
  <Accordion title="Sign up with Xero" defaultOpen icon="plug">
    Saasybill is designed to work exclusively with Xero, so you must have a Xero account to use Saasybill.

    To create a Saasybill account, start with **Sign up with Xero** on the [signup page](https://app.saasybill.com/login?m=signup). You will be redirected to Xero to authorise the connection and choose the organisation you want to connect.

    <Info>
      The connected organisation cannot be changed later.
    </Info>
  </Accordion>

  <Accordion title="Complete company setup" icon="building-memo">
    Your **Company Name** and **Default Currency** are automatically populated from your Xero organisation. **Default Invoice Due Date** sets how many days after creation invoices are due.

    You can then map your **Revenue Accounts** so Saasybill knows which Xero account codes to use for different revenue types.

    <Tip>
      These are default settings and can be [changed](/settings/account#company-settings) later.
    </Tip>
  </Accordion>
</AccordionGroup>

### Step 2: Define your pricing

<AccordionGroup>
  <Accordion title="Review customers" icon="user-group">
    <Check>
      Your customers are automatically synced from Xero.
    </Check>

    In some cases, we do not know if a Xero contact is a customer, so they are placed in the <Badge>Possible</Badge> tab on the [customers](https://app.saasybill.com/login?fw=customers) page.
  </Accordion>

  <Accordion title="Create a plan" icon="clipboard">
    Plans define how your customers are charged. To create a plan:

    1. On the [dashboard](https://app.saasybill.com/login?fw=dashboard), press <Badge>Create a Plan</Badge> on the **Getting Started Checklist**.
    2. Add details like your **Plan Name** and **Subscription Period**.
    3. Choose a **Plan Type** to define your billing structure.
  </Accordion>
</AccordionGroup>

### Step 3: Start billing

<AccordionGroup>
  <Accordion title="Add a subscription" icon="arrows-rotate">
    1. On the [dashboard](https://app.saasybill.com/login?fw=dashboard), press <Badge>Add a Subscription</Badge> on the **Getting Started Checklist**.
    2. Select a **customer** and attach a **plan**.

    <Note>
      Invoices will not be created in Saasybill or Xero while setup mode is enabled, indicated by the red bar at the top of every page.
    </Note>
  </Accordion>

  <Accordion title="Say goodbye to spreadsheets" icon="hand-wave">
    Once your subscriptions are created, Saasybill takes care of billing automatically.

    * **Invoices** are generated in Xero based on your subscription setup.
    * Changes to **subscriptions** are reflected in future billing.
    * You can track everything from the [subscriptions](https://app.saasybill.com/login?fw=subscriptions) or [invoices](https://app.saasybill.com/login?fw=invoices) views.

    <Tip>
      Subscriptions drive billing. You don't need to manually create invoices.
    </Tip>
  </Accordion>
</AccordionGroup>

## What to do next

Now that your first subscription is set up, explore these key workflows:

<CardGroup cols={2}>
  <Card title="Manage subscriptions" icon="arrows-repeat" href="/billing-workspace/subscriptions-workspace">
    Update pricing, quantities, and billing cycles as your customers change.
  </Card>

  <Card title="Understand billing changes" icon="bolt" href="/core/billing-changes">
    Learn how Saasybill handles upgrades, downgrades, and proration.
  </Card>

  <Card title="Track invoices" icon="file-invoice-dollar" href="/billing-workspace/invoices">
    View invoices generated across all subscriptions and monitor their status.
  </Card>

  <Card title="Build your catalogue" icon="boxes-stacked" href="/core/plans">
    Add more plans, add-ons, and charges to reflect your pricing structure.
  </Card>
</CardGroup>

<Note>
  **Need help?** See our [full documentation](/core/how-saasybill-works) or [reach out](https://saasybill.com/contact).
</Note>