You can import your sales invoices to Banqup by sending them to a dedicated email address.
The document attached to the email sent to this Banqup address (with the corresponding key in the subject or coming from a whitelisted address - see below) will automatically be imported to your Banqup account.
When is it useful to import a sales invoice by email?
When using a scanner with email forwarding capability
When importing sales invoices through 3rd-party invoicing software
When sending an invoice to the customer by e-mail with the dedicated address in cc.
Note:
it's only possible to import one invoice at a time.
To use this feature:
Go to your Settings.
Outbound.
Email, then copy one of the Email Addresses
Enable Automatically accept documents coming from these email addresses and enter the email address(es) you want to whitelist
Now, all invoices sent from the whitelisted email addresses to the import address (e.g. [email protected]) will be imported automatically to your account.
Alternatively, you can use the key (series of letters and numbers) as the subject of your email if you're trying to import from a non-whitelisted email address.
Depending on your email client, you may need to confirm the request to automatically forward emails to Banqup.
This is the type of email you may receive, simply click the link to confirm the activation of email autoforwards (please always check the email address of the sender - don't fall for phishing emails):
