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).
You can drag and drop files from your computer to Banqup or click on Upload, then open a file explorer to select the files to import.
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 the Network Connectors.
Click on the three dots, then Activate. (Skip this step if it's already active)
Click on the three dots then View details.
The import email addresses appears, categorized by document type and when to use each. You can copy the email address relevant to what you want to import and send an email to it with an attached purchase invoice to import it.
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.
Depending on your document format:
Tap Create to create a new invoice/credit note/quote with Document Creator.
Tap Scan to take a photo of a paper document.
Tap 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.
Troubleshooting
When importing PDFs, you could see a few different error messages:
"We don't recognize this customer, please add it or select an existing one."
In this case, an Add as customer button appears. Click it to add the customer to your Banqup Business Partners.
When you add the customer, make sure to provide all useful information (email, company/VAT number) so you can then activate a delivery channel for the client (email or Peppol - see below how to edit a customer's delivery channel directly from the invoice details).
"Please correct all fields marked in red and save the document again. Corrections are only taken into account after Save"
→ Check the fields that are marked in red. It means that some invoice information was not properly recognised by OCR. Make sure the invoice details are correct, and verify if the invoice items are accurate (product name, quantity, price, VAT rate). When done, click Save. If you filled in all fields properly, the error message should go away. Otherwise, check the invoice data again from scratch.
"This customer has no delivery channel, which is required to send the document"
→ When this error appears, an Edit delivery channels button is available. Click it to select a delivery channel for the customer.
If no delivery channel is available, it's because some customer data is missing (like email address or company/VAT number). You will get this screen:
In that case, click the three dots next to the customer's name, then click Edit customer.
From there, you can add the customer's company/VAT number (to activate the Peppol connector) or their email address (to activate the email connector).
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.
How to import a sales invoice created with Document Creator in the Sales Invoices app?
A sales invoice created with Document Creator will automatically appear in your Sales Invoices when you send them.
My document upload failed. Why?
When a document upload failed, you can check what happened by going to Inbox > look for your file name > check the status column (it will show "Error") > click on the three dots in the Actions column > click View details > look for an explanation (e.g. "File processing failed: This file type is not supported").
Make sure you upload supported file formats (PDF, XML) when trying to upload invoices.