Our Framework

Three Promises Guide You

CONNECT

We connect you — with data and with people.

Real-time dashboards, training, kick-off, regular check-ins — everything that keeps you and your stakeholders informed.

Transparency Partnership
TRUST

We are legally and data-secure.

DPA, SLA, GoBD, 2FA, Named-User, four-eyes principle — everything that protects your company and your data.

Compliance Security
GROW

We enable your growth — automated and scalable.

Workflows, EDI, auto-coding, new modules — everything that supports your growth without growing your headcount.

Efficiency Scalability

Your Journey

Six Phases — From Setup to Routine

Phase 1

Crafting

Setup

billbox

Phase 2

Onboarding

Guided Start

Together

Phase 3

Implementation

Handover

Your Team

Phase 4

Thriving

Smooth Operation

Your Team

Phase 5

Certification

Excellence

Your Team

Phase 6

Expansion

Growth

Your Team

Start with Phase 1.

Your first steps are already prepared.

Questions? support@billbox.com  ·  Open Help Centre

Customers
Pick a workspace to view and update its onboarding progress.
🏅
Your billbox® Certification Path — Expert, Specialist & Partner
▼

Upon completing your billbox onboarding, you can earn an official billbox® badge — a digital credential confirming your billbox expertise that can be shared on LinkedIn. There are three progressive levels: achieving a higher badge automatically means all lower levels are fulfilled.

E
Expert
★★★
Foundational billbox competence. You have completed the core onboarding steps together with the billbox team and are familiar with the key processes.
Relevant steps
21 · Set up billbox 26 · Kick-off 29 · Status meeting 32 · Sign documents 34 · Getting the most out of billbox 38 · Help Centre training 40 · Invoice forwarding
S
Specialist
★★★★
Advanced billbox expertise. In addition to the Expert level, you have successfully completed all AHA moments — the most impactful steps.
Additional AHA steps
✨ 27 · Connect accounting firm ✨ 30 · Training sessions
P
Partner
★★★★★
Highest recognition. You are using billbox at full capacity — all onboarding steps are complete and billbox is fully integrated into your processes.
Requirement
All active steps completed Confirmed by billbox
How to receive your badge: Once the relevant steps are marked as "Done", your billbox contact confirms the level. You will then receive the badge as a PNG download — including a step-by-step LinkedIn guide.
📚
Onboarding Help Centre
Step by step through billbox — every getting-started article
🎙
billbox Podcast
Background on digitisation, accounting & billbox features
billbox.com Spotify
✉️
Contact support
Question about onboarding? Our team responds quickly and personally.
Send an email
🚀
Your biggest levers in onboarding
Best-practice tips at a glance — start strong
View article
Onboarding progress 0 %
0 done 0 in progress 0 open
✨ Onboarding highlights & milestones – ▼
Your key milestones at a glance
🎉
Your billbox® certificate is ready!
Download your certificate and share it on LinkedIn.
How to share your certificate on LinkedIn:
1. Download · 2. LinkedIn → Profile → Licenses & Certificates → + · 3. Name: billbox Expert / Specialist / Partner Certified · Issuing organisation: billbox AG · 4. Add media → choose the PNG
Title: billbox® Certificate · Description: The billbox® certificate certifies billbox application skills, expertise and knowledge on the level of user rights.
© 2026 billbox AG · Onboarding Checklist ·
Configure steps
Reorder by drag & drop · Format, AHA moments, due dates and activation per step

Drag & drop to reorder · Due date only for steps that involve the customer

Global settings
Configuration that applies across all customers.
Onboarding steps configuration
Edit the default catalog. Changes apply to every customer.
Uploaded documents
Files the customer has sent for this workspace. Reject to remove the bytes and reopen the step.
Certificates requested
Customers who have finished onboarding and requested their billbox® certificate. Accept to unlock their badge, or reject with a reason.
Users
Everyone with access to this customer's workspace.
Add staff users
Everyone on the billbox team with access to all workspaces.
Client administration
All active clients.
Archived clients
Reactivate to move a client back to the active list.
Add test users
Create a test user with a password. For testing only.
Profile
Your account details.
Email
Company
Name
Last name
Language preference
Topics & Questions for our Next Meeting
Active user
?
Enter name →
0 entries