Support

Getting started

Complete the onboarding wizard after signing up to connect your messaging channels and upload your first invoices. If you get stuck, email us.

Uploading invoices

Use the CSV upload on the Upload page. Required columns are customer_email, balance_due. Optional: customer_phone, due_date, external_invoice_id.

Reminders not sending

Check that your Twilio and Resend credentials are saved in Settings. Verify your workspace subscription is active. Quiet-hours rules may also delay sends.

Opting a customer out

Customers can reply STOP to any SMS to opt out automatically. You can also remove a customer from automated reminders from their contact record.

Billing and plan changes

Manage your subscription, upgrade, or cancel from Settings → Billing. Stripe handles all payment processing.

Data export or deletion

To request a data export or deletion, email info@thinkbi.io with subject line 'Data Request'.