Step 1:
To activate Invoice Automate in Console Cloud, navigate to 'Marketplace' in Console Cloud and scroll down until you see Invoice Automate under the Accounts Payable heading. Click to move onto the next step.
Step 2: Console Cloud Activation
Once you have clicked on the Invoice Automate button in Step 1, select 'Add to Console Cloud'
You will then be prompted to go through the activation steps.
Note: If you have a Bricks + Agent account with us, please select Existing Client, do not proceed with Step 3.
Continue to the next step which will generate your unique API key, please copy & paste this key into an email back to the Invoice Automate onboarding team.
Step 3: Account Creation
For NEW clients only - please disregard this step if you use Bricks + Agent.
Once you have followed the steps above, please click the link below to create your new Invoice Automate user account:
When registering, you will be required to input the following details:
a) Your user details
b) Your agency details
c) Your integration platform - please select Console Cloud
d)Your office details
Please let us know once the account has been created so we can attached your unique API code to your account and initiate the data sync.