Table of contents
- E-mail delivery
Will the customer use Synqup? Then follow the steps below:
- Create the customer in the Console
- Activate Share documents with accountant
- Activate the customer's Billtobox account
The customer is now created without an accounting app. The reason is that the customer himself must define the paths and install Synqup on his server.
The customer can now follow other instructions on the following link.
Other accounting apps
For all other accounting apps (email delivery, Yuki or Oneea) follow the instructions on this link.
- Create accounting software in the Console
- Select the accounting software when creating the customer file via the Console.