Adding your business partners (customers and suppliers) to your Banqup space is one of the first steps to take when you're new to Banqup. It will make it quick and easy to create invoices on the platform, and documents uploaded to or received on the platform will be linked to the business partners you've added.
Business partners can also be created automatically, and you can add more details afterwards if necessary.
Adding customers and suppliers
Go to the top-right of your screen and open the app launcher.
Open Business Partners.
Click on Add business partner.
Adding partner information
Legal name of the business partner.
Your relation with this company (customer or supplier).
The country where the business partner is established.
Trade name. This is the name the business partner uses publicly that might differ from the actual legal name.
Company identifiers: CBE number, VAT number, external reference.
The business partner's main address.
Tick this box to use the main address as the billing address. Untick the box to add a billing address.
Tick this box to use the main address as the delivery address. Untick the box to add a delivery address.
Contact details of the business partner: email address and phone number.
Finalise the creation of the partner's profile by clicking the Add button.
Tip
Start typing your business partner's name (in the legal name field), Banqup will show suggestions if there are any. Clicking on a suggestion will pre-fill the details automatically.
Adding delivery channels
When you add a customer to Banqup, the last step is to set a delivery channel (or multiple) for them.
Banqup offers several ways to deliver documents to your customers:
Email: Send documents directly to your customer's email address.
Peppol: Send electronic invoices through the Peppol network (for customers registered on Peppol).
Banqup: Your customers registered on Banqup will receive your invoices in their Banqup space (and you’ll receive in your Banqup space the invoices from your suppliers who are on Banqup).
After clicking the Add button in the previous step, a pop-up appears where you can select from the available channels:
Toggle the delivery channel.
Click the Save button.
(For the email delivery channel only) Verify the email address is right.
Note: To use email as a delivery channel, you must first add the customer's email address to their profile, and activate the email connector.
To add a delivery channel later, please read this article.
Updating customers and suppliers
To edit the details of a customer or supplier:
Go to Business Partners.
Click on the three dots next to a business partner then click on Edit details.
Edit the details as necessary then click on Save.
Deleting a customer or supplier
You can delete a business partner only if no documents are linked to them.
To delete a customer or supplier:
Go to Business Partners.
Click on the three dots next to a business partner then click on Delete.
FAQ
Can I add multiple contacts for a single business partner?
Currently, you can add one set of contact details per business partner.
How do I recover a deleted business partner?
Once deleted, a business partner cannot be recovered. Make sure to double-check before deleting.