This guide is for entrepreneurs who use third-party software that uses an email address to import documents.
Email delivery is a tool that synchronizes your Billtobox documents with your accounting package. The synchronization works as follows: the platform automatically sends your Billtobox documents to a designated email address that your accounting package uses to import documents.
Here's how to set up email delivery:
Go to the Apps menu.
Under Accounting app, click on Activate.
Set Email delivery to ON and click Next.
In the next screen:
Choose if you want inbound and outbound documents to be sent to the same email address, or to separate addresses.
Enter the email address provided by the accounting package.
(Optional) enter a separate email address where bank statement files should be sent.
Select how invoices will be attached (attachment or download link).
Select the identifier type (VAT or CBE).
This field is optional for self-bookers.
Select in which format the UBL files will be delivered.
You can also choose to attach the PDFs alongside the e-invoices.
Click on Next then on Finish in the next screen.
That's it! From now on, all your Billtobox invoices will be imported automatically to your accounting package.