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Activating the Email Connector for sending and receiving invoices

Eva avatar
Written by Eva
Updated over a week ago

Activating the Email Connector gives you two powerful capabilities: sending and receiving invoices via email.

How it works

Receiving documents

When you activate the connector, Banqup gives you two email addresses. Any email (with an invoice as attachment) sent to these addresses automatically imports those attachments into your Banqup space.

Sending documents

You can set up email as a delivery channel for your customers. When you send them an invoice, Banqup delivers it via email automatically. No need to open your email inbox or write messages.

Prerequisites

Activating the Email Connector

  1. Click on All connectors.

  2. Install the Email Connector.

  3. Click Open connector to view your settings.

Once installed, you'll see your import email addresses.

Using your import email addresses

After activation, Banqup provides you with specific email addresses for importing documents:

  • Share these email addresses with your suppliers if you’d like.

  • When these addresses receive invoices as attachments, they automatically appear in your Banqup account.

  • You don't need to manually download or import anything.

Setting up email delivery for customers

To send invoices via email to existing customers:

  1. Go to Business Partners and select a customer.

  2. Add their email address to their profile.

  3. In the Delivery channels tab, enable email delivery.

  4. When you send invoices to this customer, Banqup will deliver them automatically.

To send invoices via email to new customers:

  1. Go to Business Partners and add a customer.

  2. Enter their details and make sure to add an email address to their profile.

  3. Save when you’re done.

  4. A pop appears to add a delivery channel. Activate the email delivery channel, then Save.

Important notes

  • Import email addresses are unique to your Banqup account.

  • Documents received via email go directly to your Purchase Invoices.

  • Email delivery for customers happens automatically when you send invoices (to customers for which you activated email delivery).

  • You can use email alongside other delivery channels like Peppol.

  • The connector must stay active for both sending and receiving to work.

FAQ

What types of attachments can be imported via email?

The Email Connector can import common document formats including PDF, images, and other common e-invoices formats.

Can I customise the email addresses for importing?

The import email addresses use your company or VAT number. They cannot be customised.

What happens if someone sends an email without attachments to my import address?

Emails without attachments are ignored by the system since there are no documents to import.

What happens when an invalid attachment is sent to my email address?

All attachments are scanned for validity and viruses, malicious attachments will not be imported and will be reported in the ‘inbox’ app

Next steps

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