There are multiple ways to add your sales invoices to Banqup. You can create invoices directly on the platform, manually upload them, send them via email, or upload them using the mobile app. Some methods are more automated than others, so let’s go over each option.
Note: Besides importing existing invoices, you can also create sales invoices directly in Banqup. This allows you to generate professional invoices with automatic calculations, instant delivery to Banqup customers, and ensures all data is captured accurately from the start.
Manual upload
If you create your sales invoices outside of Banqup, you can manually upload them to keep everything centralized.
From your homepage
Here’s how to do it:
On your Banqup homepage, click on Upload.
Click to open a file explorer window or drag and drop the document(s) you want to upload.
Choose the document type: Sales.
Click on Upload to complete the process.
From Sales Invoices
You can also upload documents directly from Sales Invoices:
Go to Sales Invoices (accessible via the launcher or your favourite apps).
Click on Upload, then either click to open a file explorer or drag and drop your invoices from your computer to Banqup.
Email upload
Invoices can be imported to your Banqup Space by sending them to a dedicated email address.
Any attachments sent via email to the import email address will be available in your space. You'll be able to filter out unwanted imports by accepting or rejecting invoices.
Go to Network Connectors.
Activate the Sales intake email connector.
Click on the three dots then Connector details. The import email address appears. You can copy it and use it to import your sales invoices.
Mobile app upload
You can import sales invoices to Banqup via the mobile app by scanning a paper invoice or uploading a file from your mobile device.
Open the Banqup One app.
Tap on the plus sign at the bottom-right of your screen.
Tap on Add new documents.
Select the document type to import. In this case, tap on Add sales invoice.
Depending on your document format:
Tap on Scan to take a photo of a paper document.
Tap on Upload then select the file from your device's storage.
Note: When scanning documents, you have several convenient options like adding or removing pages, and cropping or rotating the document.
FAQ
Can I upload multiple invoices at once?
Yes, you can upload multiple invoices at once by selecting multiple files in your file explorer or dragging and dropping multiple documents into Banqup. The mobile app only allows one document at a time.