Table of contents:
The different delivery channels
When importing or creating a sales invoice in Billtobox, while in 'Draft' status you can go to the document's details and choose which channel to deliver the invoice through.
- E-mail => your customer receives the invoice through email
- Self printing => you take care of the printing and delivery of the invoice yourself
- Print & Post => Banqup takes care of the printing and delivery of the invoice by post
Don't forget to save.
Whether you create your invoices from Banqup 's DIY invoice creation tool or you import them, you will be able to send your invoices to your customers from Banqup.
Simply select the invoices you want to send (one or several at a time) and click the Send button.
The status switches to Delivery pending.
Once the invoice is delivered, the status switches to the due date.
Assigning a default delivery channel to a client
Choosing a default delivery channel for all new clients
You can assign a default delivery channel to each new customer added to the platform. To do so, go to your Settings > Automation > Default delivery channel of new clients
This setting will be used for both manual and automatic creation of customers and only applies to new customers, existing customers will not be affected.
Assigning a delivery channel to an existing client
Go to the Customers & Suppliers menu > click on a chosen customer > Channel > choose the channel you want to deliver your invoices through for this client > Save.
Note: if some of your customers are also members of the platform, delivery will take place on the platform itself.