Your customers and suppliers are easily recognised when processing purchase and sales invoices, thanks to our invoice recognition technology. Discover the following tips and tricks to help you manage your customers and suppliers more efficiently in Banqup.
How to create customers and suppliers?
Customers and suppliers can be created in three ways:
- The first option is that they are recognised via our OCR (Optical Character Recognition) when entering a purchase or sales invoice
- The second option allows you to create a customer or supplier manually
- The final option is to add the customers and suppliers in bulk via an excel import
Electronic invoice processing
Did you know that you can send and receive invoices directly via Banqup if your supplier or customer is also a member of the platform? You can find out if they are using the Banqup platform by taking a look at the overview of your customers and suppliers. If your supplier or customer is a member of the platform you can then process your invoices electronically.
Choosing a distribution channel for your customers
If you use the invoicing module in Banqup, you can choose to distribute your invoice from several different methods.
Choose whether to:
- Self-print
- Print and post
- Delivery via Banqup
All you need to do is simply set up the chosen distribution method in the ‘customer’ area. Each customer chooses their own desired shipping method, so that all your distribution choices can be unique.
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