Using Banqup to manage your sales invoices can create more efficient and effective processes for your business. Read on and discover tips to learn all about setting up sales templates, automatic numbering, and business benefits.
Basic settings
You'll need to cover a few settings before you can start setting up your outgoing invoices in Banqup. All of these settings relate to information about your company.
To fill in your company details:
- Click on settings
- Select "Company information"
- Add company information and contact information
- Add your company logo. Upload your logo in png or jpeg format. The logo is essentially such that it will be added to the upper left corner of your sales invoice.
Before you move on to the specific settings regarding your sales invoices, you first need to set up a template:
- Click on settings
- Scroll to the bottom of the page
- Select "Forms"
- Select an option for your sales invoice, if it is not already predefined
Specific settings for outgoing invoices
Now that your company details and template are done, you can start adding settings for your sales invoice.
Below is a list of the most important elements:
● Add default comment to all invoices
● Activate and set auto-numbering
● Add general terms of use
● Choose payment reference
To activate the above, click on Settings and then click on "Outgoing Invoices". Here are the settings for sales invoices. Click on "Create online". Now you can start setting up the sales invoice.
Default comment on all invoices
Do you want to add general information to your invoice? Just enter the information manually in the comments section. By default, the information will be displayed in the comments section of each invoice that you create.
Activate and set up automatic numbering
When setting up automatic numbering, it's important that you enter all of your data accurately.
Here's an example of how you can set this up:
You start by entering a prefix. This is a fixed value that will not change. Then enter the start and end values for this numbering. In this case, the year is 2024. Next, you will specify the following value. To do this, take a prefix, add a dash to it, and then enter the following value.
It is important that you use a dash between the prefix and the following value to ensure that your numbering is added automatically.
Finally, select which standard number you want to use for your billing module.
Product Catalog
Adding products to your catalog ensures that you don't have to manually enter them every time you create an invoice. To add your products to your catalog, simply:
- Click on 'Settings'
- Select "Outbound"
- There are two tabs that you can click on here
- Open the "Product Catalog" tab.
- Start by adding your services and products by clicking on the "Add New Product" button in the upper left corner
- Fill in the details, then click on "Save"
And it's that simple! Your outgoing invoices are set up in just a few minutes on your Banqup platform.
