Using Banqup
Learn how to get more out of Banqup
By Maxime1 author173 articles
- Why use the Banqup Terminal App?
- Do I need a physical terminal to use the Banqup Terminal app?
- How do I get charged for my Banqup Terminal fees?
- Where is the money collected with the Banqup Terminal app credited?
- Is there a history of transactions made via the Banqup Terminal app?
- Will the payment reference entered in Banqup Terminal be visible in the statements?
- What's the maximum transaction amount on the Banqup Terminal app?
- Can I install the Banqup Terminal app on multiple smartphones?
- How to transfer invoices between companies with the same company number
- How to add a default payment method to a supplier?
- Overview Accounts Payable
- Statuses of in-progress accounts payable invoices
- How to import accounts payable mannualy?
- How to add a supplier manually?
- Direct delivery of invoices between Banqup members
- Importing accounts payable
- How to import suppliers in bulk?
- Customizing the flow of accounts payable
- How to receive/import accounts payable via email
- How to import several accounts payable via email - Filter documents task
- How to edit a supplier
- How to delete a supplier
- How to blacklist a supplier
- Accepting or refusing incoming invoices
- How to accept incoming invoices automatically?
- How to mark an invoice as paid?
- I can't find an invoice sent to the import email address
- Pridėti/redaguoti mano įmonės IBAN kodą
- How to create a credit note
- How to show my IBAN(s) on sales invoices?
- How to get archived accounts receivable in status Unknown in the in-progress receivables list
- How to duplicate the lines of an invoice
- Overview Accounts Receivable
- How to create an outbound invoice
- How to send outbound invoices ?
- How to import/create/manage accounts receivable
- How to add a customer manually?
- How to change the template used for invoices created on the platform?
- How to update products in my product catalog?
- How to add/delete/manage customers
- Which status can accounts receivable have?
- How to import accounts receivable manually?
- How to add customers in bulk
- How to import a sales invoice through email
- Importing invoicing from third party software with the Universal Connector
- How to edit/delete a customer
- How to delete accounts receivable?
- How to add terms and conditions to my outgoing invoices
- How to archive a sales invoice and send it to the accountant without sending it to the customer
- How to add/edit my company's IBAN
- How to issue Invoices to FACe?
- How to connect with Dropbox?
- Siųskite sąskaitas faktūras tiesiai iš sąskaitų faktūrų išrašymo programinės įrangos savo apskaitininkui ir (arba) į Banqup archyvą
- Kaip pasikeisti slaptažodį?
- Kaip pakeisti kalbą
- Kaip pakeisti dešimtainį skirtuką, susietą su mano vartotoju
- Kaip peržiūrėti PDF failą naujame lange
- Kaip pakeisti padidinamojo stiklo dydį peržiūrint PDF failus
- How to choose the UBL format sent to the accountant
- How to export a list of invoices
- How do I set my preferred delivery channel for invoices from other platform users?
- How to set a default customer type
- How to add an exemption reason for exempt and reverse charge VAT types
- How do I check if documents were imported to my account? (Received Files feature)
- How do I choose which page to use as the home page?
- How to customize the email address used to send invoices to my customers
- How to send invoice attachments to my accountant
- How to share comments with my accountant
- How do I use my new email address to log in?
- How to undo an invoice marked as paid by mistake
- How to add a logo to outgoing invoices
- What happens when the due date is earlier than the invoicing date?
- How to merge duplicate customers/suppliers
- How to automatically assign a default due date to invoices created on Banqup
- How to customize columns
- What are the different tasks?
- How to set up invoice numbering
- How to restore deleted accounts payable?
- How to add comments on invoices
- How to edit an archived invoice?
- How to download an invoice's PDF
- How to send an invoice to the customer's email inbox
- How to clone an invoice
- Dashboard overview
- Reports settings
- How to add VAT rates
- Automation settings
- How to switch between my companies?
- Personal settings
- How to automatically approve invoices coming from trusted suppliers
- How to change the default currency
- Company info settings
- Accounts payable settings
- How to create a catalog of products (or services)
- Accounts receivable settings
- How to split a PDF that contains multiple invoices in one file
- How to invite customers/suppliers to join InvoiceNow and/or Banqup?
- Autodelivery setting
- Send invoices directly from your invoicing software to your accountant and/or Banqup archive
- Business approval: why and how to use it
- How to change my password?
- How to change the language
- How to change the decimal separator linked to my user
- How to view the PDF in a new window
- How to change the size of the magnifying glass for previewing PDFs
- How to add a profile photo
- Why are there no statements available after linking my bank account to the platform?
- Why are card payments made from an unknown IBAN?
- Why are there multiple bank movements when I pay several invoices at once?
- How to get your bank statements (and share them with your accountant)
- How to automatically share statements with my accountant
- Why do I need the Banqup One app?
- How to activate the Banqup Terminal app?
- Payment Services settings
- How to activate Banqup One?
- How to pay an invoice in the "Payment processing" status
- How to transfer money from your Banqup payment account?
- How to deposit money on my Banqup Business Wallet?
- Which supported banks can I link to my account?
- How to link my bank account to Banqup?
- How to pay my invoices with my Banqup account?
- Bank accounts menu overview
- How to activate the Payment Services
- Identification process for the Payment Services
- How often do I need to renew consent to my bank account?
- How to activate the connection with Business Navigator?
- How to activate the connection with Microinvest
- Conexión de tu paquete de contabilidad a la Consola a través de Google Drive - Conexión en línea
- How to activate the connection with InFakt
- Integration with Perk
- Banqup konto ühendamine Google Drive'iga
- Connecting your accounting package to the Console through Google Drive - Online Connection
- Get your clients' bank statements through SFTP
- Connecting your accounting package to the Console through Dropbox - Online Connection
- Connecting your accounting package to the Console through SFTP - Online Connection
- Connecting your accounting package to the Console through OneDrive - Online Connection
- Connecting your accounting package to the Console through email delivery
- Connecting your accounting package to the Console through Synqup
- Connecting your accounting package to the Console through email - Online Connection
- Get your clients' bank statements in your accounting package
- Aktiveerimine SFTP abil
- Banqupi konto ühendamine Dropboxi kontoga
- Aktiveerimine raamatupidamistarkvaraga
- How to activate the connection with Xero
- How to activate the connection with Clearbooks
- How to activate the connection with Sage Cloud Accounting
- How to activate the connection with Quickbooks
- Kuidas aktiveerida ühendus raamatupidamisprogrammiga VERP