Welcome to our latest update! We've been hard at work improving Banqup to make your financial management easier and more efficient. Here's what's new this month:
New features
Onboard clients with a shareable link
No more inviting clients one by one! You can now generate a single self-registration link from the Clients app and share it through emails, your website, marketing campaigns, or even QR codes. When clients complete the onboarding, they're automatically linked to your partner space with all your templates, integrations, and settings applied.
See Peppol registration status for your clients
The E-invoicing tab now shows which company identifiers are registered on the Peppol network for each client, including whether they're registered with another platform. This helps you quickly identify clients who could benefit from switching to Banqup.
Template details visible when adding clients
When adding new clients, you can now see important configuration details directly on each template card, like assigned team members, active integrations, and billing ownership. This helps you pick the right setup from the start.
Improvements
Move files in Client Documents
You can now move files between folders in the Client Documents app (within the Other documents folder). This gives you more flexibility when organising client files. → Read more
Clearer billing notifications when editing subscriptions
When you edit a client's subscription, you'll now see a clear notification if you (the partner) will be billed for the changes. No more guessing who pays. → Read more
Your feedback matters
Have suggestions for Banqup? We'd love to hear from you! Contact us through the messenger (located in the bottom right of this webpage) with your ideas and insights.