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Connecting your business software

To get started, connect your business software to Core8. In the Core8 console, navigate to ‘Configuration’ ➔ ‘Integration’ and follow the prompts to link your software.

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Configure your business behavior

While not mandatory, we recommend reviewing and, if necessary, updating the following configurations:
  1. Define your products: Products can be defined either in your CRM, ERP, CPQ, or in Core8. Core8 will ensure your product catalog is fully synchronized across all your systems.
  2. Define your billing behavior (in the Core8 console):
    • Invoice Generation Timing (for subscription billing):
      • Advance Invoicing: Generate invoices before the month of service.
      • Arrears Invoicing: Generate invoices after the month of service.
    • Billing Date Mode (for subscription billing):
      • Recurring Interval: Defined in the deal (e.g., monthly, quarterly, yearly).
      • Billing Date Mode: Can be one of the following:
        • Anchor Date: Sets a specific day of the month when all future invoices will be calculated and sent to all customers.
        • Deal Date: Invoices are calculated and sent to each customer on the day the deal was made.
By configuring these settings, you can tailor your billing process to better suit your business and customer needs.
  1. Default invoice payment terms (Net + number of days)
  2. Notifications: You can customize the default notification timeline, such as setting specific reminders for unpaid invoices.