Video Academy
Master the BillAI Platform with our comprehensive video tutorials. From basic setup to advanced revenue recognition.
1. BillAI Platform Overview
A high-level tour of the BillAI dashboard, navigation, and key concepts.
2. Creating Your First Product & Plan
Learn how to define products, set up pricing tiers, and configure billing frequencies.
3. Configuring Tax Rules
Set up automatic tax calculations for different regions, including VAT and GST.
4. Managing Customers & Subscriptions
How to view customer profiles, upgrade/downgrade subscriptions, and handle cancellations.
5. Usage-Based Billing Setup
Deep dive into metering: setting up event types, aggregation formulas, and reporting.
6. Invoices & Credit Notes
Customizing invoice templates, issuing credit notes, and managing refunds.
7. Revenue Recognition Reports
Understanding recognized vs. deferred revenue and generating audit-ready reports.
8. Dunning & Churn Prevention
Configuring retry logic for failed payments and setting up dunning email campaigns.
9. API Integration Basics
For developers: Authentication, webhooks, and making your first API call.
10. Hosted Checkout Pages
Create secure, branded checkout pages without writing any code.
Who Should Watch What
Recommended viewing paths by role
| Role | Essential Videos | Recommended Videos |
|---|---|---|
| Finance Manager | 1, 3, 6, 7, 8 | 2, 4 |
| Product Manager | 1, 2, 5 | 4, 10 |
| Developer | 1, 5, 9 | 10 |
| Customer Success | 1, 4, 6 | 8 |
| Administrator | 1, 2, 3 | 9 |