Get Started with InvoiceProtocol

Perfect if you want a turnkey invoicing platform:

1. Create an Account:
   • Visit our Sign Up page.
   • Enter your company details and verify your email.
2. Choose a Plan:
   • Pick a plan from our Pricing page.
   • Toggle between monthly and annual billing.
3. Configure Your Workspace:
   • Set up your company profile, logo, and tax settings.
   • Invite team members and assign roles under Settings > Users.
   • Start Invoicing:
     • Create, send, and track invoices directly from your dashboard.
     • Upload invoice images to extract line-item data with our AI.
   • Manage Payments & Reports:
     • Enable integrations with Stripe, PayPal, or your bank.
     • Download financial reports under Reports > Financials.

Ideal if you have an existing invoicing system and want to leverage specific InvoiceProtocol features:

1. Generate API Credentials:
   • Log in and navigate to Developer > API Keys.
   • Click New Key, name it, and copy your Client ID and Secret.
2. Review the API Docs:
   • Visit our API Documentation.
   • Check endpoints for:
   • POST /invoices to create invoices programmatically.
   • GET /invoices/{id} to retrieve invoice details.
   • POST /images/parse for AI-powered invoice image extraction.
3. Install Our SDK:
   • Install via Composer (PHP): composer require invoiceprotocol/sdk.
   • Or via NPM (Node.js): npm install @invoiceprotocol/sdk.
4. Integrate & Test:
   • Authenticate: InvoiceProtocol\Client::init("CLIENT_ID","SECRET");
   • Make a test call to create a draft invoice and verify response.
   • Use Postman collection available in docs/postman/ to explore endpoints.
5. Go Live:
   • Switch your API key from sandbox to live mode.
   • Monitor usage and manage webhooks under Developer > Webhooks.