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Step 1: Create Test Customer

Step 2: Create Test Invoice

Step 3: Check Accounting UI

Open the embedded Thred UI in your platform: What to verify:
  • Invoice appears in AR tab
  • Amount shows as £1,000
  • Status is “sent”
  • Customer name is correct

Integration Complete

If the invoice appears in the AR tab, your integration works.

Next Steps

Now you’re ready to:
  • Import real business activity
  • Connect bank accounts
  • Configure menu visibility
  • Go live with production credentials
Continue reading to learn about importing business activity.