Connecting your accounting package to the Console with email delivery

This guide is for you if you use third-party software that imports invoices sent to a specific email address.

Email delivery is a tool that synchronizes your clients' Billtobox invoices with your accounting package. The synchronization works as follows: the platform automatically sends your clients' Billtobox invoices to a designated email address that your accounting package uses to import invoices.

Here's how to set up email delivery:

• Go to the Accounting Package Configuration menu.
  
  
  
• Add a new configuration for an accounting package by clicking the plus sign.
  
  
  
• Click on Email Delivery. 
  
  
  
• In the next screen:
  1. Choose if you want inbound and outbound invoices to be sent to the same email address, or to separate addresses.
  2. Select how invoices will be attached (we recommend using the default option: attachment).
  3. Choose to import the PDFs alongside the e-invoices (we recommend leaving this setting off to avoid duplicate invoices in your accounting package).
  4. Name the accounting package
     
     
     
• Save.
  
  
• Now, go to the Clients menu.
  
  
  
• Click on the client of your choice then scroll down to Accounting package connection.
  
  
• From here:
  1. Toggle Share documents with accountant.
  2. Select the accounting package that you've set up in the previous steps.
  3. Enter the inbound and outbound email addresses (or toggle Same email for inbound and outbound documents to import everything through the same email address). 
  4. Enter a separate email address where bank statement files should be sent.
  5. You can also choose to attach the PDFs alongside the e-invoices from here (we recommend leaving this setting off to avoid duplicate invoices in your accounting package).

  

• Click on Save.

That's it! From now on, your client's Billtobox documents will be imported automatically into your accounting package.