This guide is for entrepreneurs who use third-party software that uses an email address to import documents.
Email delivery is a tool that synchronizes your Billtobox documents with your accounting package. The synchronization works as follows: the platform automatically sends your Billtobox documents to a designated email address that your accounting package uses to import documents.
Here's how to set up email delivery:
- Go to the Apps menu.
- Under Accounting app, click on Activate.
- Set Email delivery to ON and click Next.
- In the next screen:
- Choose if you want inbound and outbound documents to be sent to the same email address, or to separate addresses.
- Enter the email address provided by the accounting package.
- (Optional) enter a separate email address where bank statement files should be sent.
- Select how invoices will be attached (attachment or download link).
- Select the identifier type (VAT or CBE).
- This field is optional for self-bookers.
- Select in which format the UBL files will be delivered.
- You can also choose to attach the PDFs alongside the e-invoices.
- Click on Next then on Finish in the next screen.
That's it! From now on, all your Billtobox invoices will be imported automatically to your accounting package.
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