Account & billing

Plans and limits, business details, users, and Atestio’s own invoices.

• Getting startedCreating an account, choosing a business type, and connecting to KSeF — the order of steps from registration to the first invoice sent.
• Navigating AtestioWhat's in the menu on the left, and where each of its items leads.
• Plan and billingHow OCR credits work, and what's charged — and what isn't.
• Settings overviewThe four tabs in Settings and what's in each one — from changing your password to the logo on an invoice.
• Two-factor verification (2FA)How to turn on two-factor verification, which methods are available, and what backup codes are for.
• Roles and permissions at an accounting firmThe four permission levels available on an accounting-firm account, and how to invite or revoke a team member's access.
• Payment link and split payment (MPP)How to issue a customer a payment link for an invoice, and why invoices with MPP are settled differently.