---
title: "Setup Overview"
slug: "setup-overview"
updated: 2026-07-14T14:49:16Z
published: 2026-07-14T14:49:16Z
canonical: "help.idibilling.com/setup-overview"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.idibilling.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Setup Overview

The following setup may be required.

#### Via **MANAGE** menu in the Applications tray:

- [Customer Care settings](/v1/docs/customer-care-settings) for CPNI, E-Pay, Invoices, Installment Plans, Forced Journals, Summary view setup, Payments and Adjustments and more
- [Service Addresses](/v1/docs/service-addresses)
- [Shared Settings](/v1/docs/shared-settings) - These are settings common to Customer Care and other Web Modules (e.g. Tickets)
- [Rules for Fields on Add/Edit Customer Form](/v1/docs/configuring-rules-for-fields-on-add-edit-customer-form)
- [Customizing the Usage Details View](/v1/docs/customizing-the-usage-detail-view)
- [Customizing the Billing Order Details View](/v1/docs/customizing-the-billing-order-details-view)
- [Configuring Quicklinks](/v1/docs/configuring-quicklinks)
- [Configuring Sales Associates](/v1/docs/configuring-sales-associates)
- [Managing Directory Listings](/v1/docs/managing-directory-listings)
- [Customer Portal Administration](/v1/docs/customer-portal-administration-1)
- [Paymentus Integration](/v1/docs/paymentus-integration)

#### Setup Outside Customer Care

- [Email integration](/v1/docs/email-setup-for-customer-care)
- [Workflow integration](/v1/docs/setup-for-workflow-integration)
- [Culture Support](/v1/docs/setup-for-culture-support)
- [Restricting Access to Sensitive Data](/v1/docs/restricting-access-to-sensitive-data) (Internal CPNI, Communications)