General settings
- 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 prior to 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?