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User Guide

Pro Onboarding & Billing Tour

Watch the full Pro onboarding journey — from creating your account through team invites to a detailed tour of the billing page.

What’s Covered

Section titled “What’s Covered”

  1. Sign Up

    Create your account with name, email, and password.

  2. Verify Your Email

    Confirm your email address via the verification link.

  3. Set Up Your Organization

    Enter your organization name, select your industry, and choose the Pro plan.

  4. Pay via M-Pesa

    Enter your M-Pesa phone number and complete the STK push payment.

  5. Initialize Chart of Accounts

    LedgerBuk generates industry-standard accounts automatically based on your industry.

  6. Invite Team Members

    Add teammates during onboarding — assign Admin or Member roles with email invitations.

  7. Explore the Dashboard

    See the central hub with quick actions, recent journal entries, and financial overview.

  8. Billing Overview

    View your current plan, billing cycle, and next renewal date.

  9. Usage Meters

    Check real-time usage for team members, journal entries, and receipt scans against your plan limits.

  10. Activity & Payment History

    Review subscription events and payment transactions in the billing page.

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