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Banqup for Accountants

2 authors35 articles
Adding users to your accounting firm's space
Assigning team members to clients
Adding clients to your Partner space
Archiving clients
Viewing and syncing client documents
Why you need e-invoicing mandates from your clients
Monitoring subscription payments for your clients
Inviting your accounting firm's clients to Banqup
Understanding accounting statuses
Managing a client’s subscription
Setting up default billing preferences for new clients
Registering clients to Peppol for e-invoicing
Marking client documents as processed
Using configuration templates for adding new clients in the Partner Space
Monitoring clients' document activity with Insights
Adding your accounting firm's logo
Onboard new clients faster with a shareable registration link
Checking your clients' Peppol registration status
Ending a client relationship from the Partner Space