Banqup users can send each other invoices directly through the platform.
However, if you still prefer to receive invoices via email, you can set your preferred delivery channel on email by doing this:
Go to Company settings.
Scroll down to I prefer to receive invoices from other platform users via.
Choose Email (or Delivery on platform to receive invoices directly in your Banqup account).
Which channel to use.
To update the customer's channel (in the customer file, which will avoid mismatches next time).
To update the delivery channel of the drafts addressed to the same customer.
Note:
when a platform user tries to send an invoice to another user through a different channel than the preferred channel, a warning will be displayed. Users can then choose:
