Table of contents
Activating
- Synqup
- E-mail delivery
Via Synqup
Will the customer use Synqup? Then follow the steps below:
Create the customer in the Console
Activate Share documents with accountant
Activate the customer's Billtobox account
The customer is now created without an accounting app. The reason is that the customer himself must define the paths and install Synqup on his server.
The customer can now follow other instructions on the following link.
Email delivery
For email delivery follow the instructions on this link.
Create accounting software in the Console
Select the accounting software when creating the customer file via the Console.