Create your account, set up your organization and find your way around Mocha QuickBill.
Sign up with your name and email, then verify it.
Sign up
Verify your email
Set your password
Your organization is your own QuickBill workspace.
After your password is set, create your organization. This is where your customers, products, plans and invoices live.
| Field | Required | Notes |
|---|---|---|
| Company name | Yes | Your business name. |
| Data center | Yes | The region your data is stored in. |
| Industry | No | |
| Company address | No | |
| Logo | No | JPG, PNG, GIF or WEBP, up to 2 MB. |
| EIN / SSN | No | |
| Partner details | No |
In the same step you pick the product (Mocha QuickBill) and your plan. Once it is done you receive a welcome email: "Welcome to Mocha QuickBill — You're All Set!"
Login, two-step verification and automatic sign-out.
Sign in with your email and password. Depending on your security settings, you may then be asked for one of these:
If you belong to more than one organization, pick the organization and the product you want to open.
If you are inactive, QuickBill signs you out after your session timeout (15 minutes unless your security preference says otherwise). Five minutes before that, a warning appears: "We will sign you out in mm:ss".
| Button | What it does |
|---|---|
| I need more time | Keeps you signed in. |
| Sign out | Signs you out now. |
One login, more than one business.
Use the organization switcher in the top bar to move between the organizations you belong to.
Open the organization switcher
Click + Add Organization
Fill in the organization details
The Getting Started cards on your dashboard.
Open Dashboard and click Getting Started. You see a card for each area you have access to — work through them in order to get billing running.
| Card | What it is for | Button |
|---|---|---|
| Products & Services | Set up what you sell so you can attach it to a plan or a subscription. | Set Up Products |
| Plans & Pricing | Create the pricing plans customers subscribe to - monthly, yearly, or custom. | Manage Plans |
| Subscriptions | View and manage every customer subscription - plan changes, cancellations, and more. | View Subscriptions |
| Dunning & Payment Recovery | Automate retries and reminders for failed payments to recover revenue. | Set Up Dunning |
| Feature Management | Turn billing features on or off per plan to control what customers get access to. | Manage Features |
| API & Webhooks | Generate API keys and configure webhooks to integrate billing with your systems. | Manage API & Webhooks |
You only see the cards your role allows. If you see "You don't have access to any QuickBill setup areas yet. Ask an admin to grant you permissions." ask your administrator for access.
What lives where in the sidebar and the top bar.
| Group | Items |
|---|---|
| Overview | Dashboard |
| Billing | Customers, Subscriptions, Invoices, Receive Payment, Products & Services, Dunning |
| Config | Plans & Pricing, Coupons |
| Entitlements | Features |
| Finance | Revenue Rec., Analytics |
| Accounting | Chart of Accounts |
You only see the items your role has permission for. Opening a page you don't have access to shows 403 Access Forbidden.
| Item | What it does |
|---|---|
| Organization switcher | Switch organization, or add a new one. |
| Settings (gear) | Organization, taxes, users, online payments, API keys and webhooks, and more. |
| Help | Opens the help panel. |
| Profile | Your profile and security settings. |
| Logout | Signs you out. |