1. Account Set-Up Page - In this page, you will create an account with envisionBX. Email address must be unique.
2. Log in Page - envisionSB is not a self service portal, you need to verify first your account and we will let you in.
3. Link Sage Account - We will then connect your Sage account.
4. Stripe Payment Details - We are using Stripe for payment. We will need your payment details and your credit card information.
5. Stripe Subscription Details - We are using Stripe for payment. We will need your payment details and your credit card information.
6. Manual Sync Page - envisions is scheduled to sync every 30 minutes but you have to ability to manually sync data so you don't have to wait 30 minutes.
7. Auto-Sync Page - In this page we will turn on the Auto sync. Integration is now running.
