Delivery channels determine how your invoices and documents are delivered to your customers. Setting up the right delivery channels ensures your customers receive their documents through their preferred method.
What does this help you do
Setting up delivery channels makes sending documents to your customers automatic and reliable. You can choose multiple ways to reach each customer. This helps ensure your invoices always get delivered and you get paid faster.
Available delivery channels
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).
Each customer can have multiple delivery channels active at the same time.
Important requirements
Email delivery
To use email as a delivery channel, you must:Add the customer's email address to their profile.
Peppol delivery
To deliver invoices via Peppol, you need to register on Peppol via Banqup.
If your customer is registered on the Peppol network, you'll see Peppol as an available delivery channel. This is great for electronic invoicing as it creates a direct, secure connection between your systems. If your customer has been published on the Peppol network with multiple addresses, you will be able to select which address to use for delivery.
Adding or editing delivery channels of a customer
To set up delivery channels for a customer:
Go to Business Partners.
Double-click on the customer you want to set up.
Click on the Delivery channels tab.
Toggle on one or more available delivery channels.
The changes are saved automatically.
Note: When adding a customer to Banqup, a pop-up window will appear. From there, you can choose which delivery channel(s) to use for that customer.
Important notes
You can select multiple delivery channels for each customer.
Email delivery requires the customer's email address to be saved in their profile first.
Peppol delivery only appears if your customer is registered on the Peppol network.
Your customers registered on Banqup will receive your invoices in their Banqup space.
FAQ
How do I know if my customer is on Peppol?
If your customer is registered on Peppol, you'll see it as an available delivery channel option when you go to their Delivery channels tab.
What if email delivery fails?
If you have multiple delivery channels set up, Banqup will try the other available methods. You can also check the document status to see delivery results.