Your customers and suppliers are easily identified when processing incoming and outgoing invoices, thanks to our invoice recognition technology. Discover the following tips and tricks that will help you manage your customers and suppliers more effectively at Banqup.
How to create customers and suppliers
Customers and suppliers can be created in three ways:
1. The first option is to be recognized through our OCR (Optical Character Recognition) when entering an invoice for a purchase or sale.
2. The second option allows you to manually create a customer or supplier.
3. The final option is to add the full list of customers and suppliers via excel import.
Electronic processing of invoices
Did you know that you can send and receive invoices directly through 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 looking at the overview of your customers and suppliers. If your supplier or customer is a member of the platform, then you can process your invoices electronically through the platform itself. At the same time, your sent invoices will also be delivered to the state-owned eInvoice System (SEF) platform. You are fully compliant with your legal obligations.
Also, all your invoices received at the SEF by your suppliers will be imported into the Banqup platform itself. In this way, you will have a complete overview of incoming and outgoing invoices in your Banqup account.
Choosing a delivery channel for your customers
If you're using the invoicing module in Banqup, you can choose to distribute your invoice across several different channels.
Choose whether you want delivery to:
● Banqup platform
● eInvoice system (SEF)
All you have to do is simply set your chosen delivery method in the "customer" area. Each customer can be tuned to the desired delivery method suitable for him.
For more information, check out our video tutorials https://www.banqup.rs/video-tutorijali
