Need to send your clients’ documents to a specific email address? Connect the Banqup Business Space of your clients (from within your Partner Space) to the Email extension to automatically export documents. This is particularly useful for accounting packages that accept document imports via email.
Step 1: Installing the extension
Open the app launcher from your Partner Space.
Click Discover more.
Search for "Email".
Click Activate.
Confirm access permissions.
You’ll see a confirmation that the installation was successful.
Step 2: Activating the extension for a client
Now that the extension is configured, activate it for specific clients:
Go to Clients.
Double-click on a client.
Navigate to the Integrations tab.
Click Add integration.
Select Email.
Enter the email address(es) for the purchases, sales, and statements of that client.
Click Save configurations.
Once configured, the extension will automatically send documents to the specified addresses. The process works silently in the background.
Disconnecting Email
If you need to disconnect the Email integration for all your clients:
Go to the Email extension in Banqup.
Click Manage.
Toggle off the Active setting.
Confirm your decision.
Notes
Exporting documents occurs automatically for documents approved or sent after activating the extension.
Original documents remain in Banqup even after exporting.
FAQ
Can I send to multiple email addresses?
Currently, you can specify one email address per document type.
What document types are supported?
The extension supports both sales invoices and purchase invoices.
Can I control when documents are sent?
No, documents are sent automatically as soon as you approve them in Banqup.