Platform Invoicing Solution and Organization creation

Introduction

This article explains how a Seller can get their Organization created in the Platform Invoicing Solution and update company information. The Platform Invoicing Solution is built by leveraging full Microsoft Business Central functionality that has been adjusted to fit the subscription-based business specifics. The solution is provided as a white-label solution to Partners to allow them to manage their businesses in a cost-efficient manner.

In this article:

• How to get the organization created
• Company information

How to get the organization created

There are two ways to request organization creation in the Platform Invoicing Solution: through the website or through Microsoft AppSource.

AppXite website

1. Open the Invoice as a Service section on the webpage and press Get Started.

2. 

3. Fill in the form with your details:
   • First Name
   • Last Name
   • Work Email
   • Company name
   • Phone number
   • Job Title
4. Check the consent box to agree to Microsoft's privacy statement and privacy policy.
5. Click Send.

The information will be sent to the Platform Sales Team, and they will contact you with further information and instructions.

Microsoft AppSource

1. Open Microsoft AppSource and search for AppXite.

2. 

3. Search for AppXite Subscription Commerce and Billing, and click on Free trial.

4. 

5. Fill in the form with your details:
   • Name
   • Work email
   • Job title
   • Company
   • Country/region
   • Phone number

   • 

6. Check the consent box to agree to Microsoft's privacy statement and terms.
   
7. Press Continue.

The information will be sent to the AppXite Sales Team, and they will contact you with further information and instructions.

Company information

In order to finish setting up a new company, the company information needs to be filled in the Platfom Invoicing Solution. Data from these fields will appear on Outgoing Invoices.

1. Go to Search → Company Information.

2. In this menu, add the following information in the respective tabs:
   • General tab: Company information including name, short name, address, tax registration number, registration number, and company logo
   • Communication tab: E-mail, phone number, and home page
   • Payments tab: Bank information
   • Shipping tab: Shipping information

Summary

The article guides Sellers through two methods of requesting organization creation in the Platform Invoicing Solution: via the website or Microsoft AppSource. Once the organization is created, Sellers must complete the company information setup in the Platform Invoicing Solution to ensure proper invoice generation. The Platform Sales Team will provide further assistance and instructions after receiving the initial request.