Using Billtobox
Learn how to get more out of Billtobox
By Maxime1 author146 articles
- How to accept incoming invoices automatically?
- Overview Accounts Payable
- How to import accounts payable manually
- How to add a supplier manually
- Direct delivery of invoices between Billtobox members
- Which major suppliers deliver their invoices on the platform?
- Bulk actions - Accounts payable
- Importing accounts payable
- How to import suppliers in bulk
- Customizing the inbound flow
- How to edit a supplier
- How to delete a supplier
- Statuses of in-progress accounts payable
- How to blacklist a supplier
- Accepting or refusing incoming invoices
- How to mark an invoice as paid?
- How to add/edit/delete suppliers?
- I can't find an invoice sent to the import email address
- How to receive/import accounts payable via email
- How to import several accounts payable via email - Filter documents task
- Self-billing in Billtobox
- Fixing invoices that are greyed out or stuck
- How to change the template used for invoices created on the platform?
- Creating and managing quotations
- How do I send an e-invoice via Peppol
- How do I create a credit note?
- How to add a default payment method to a supplier
- How to update products in my product catalog?
- How to connect to Syneton (Admin-IS, Admin-Consult or Admin-Pulse)?
- How to use VAT regimes on your invoices?
- How to generate a structured payment reference on outgoing invoices
- Overview Accounts Receivable
- How to import/create/manage accounts receivable
- How to create an outbound invoice
- How to add a client manually
- Statuses of in-progress accounts receivable
- How to send accounts receivable
- How to import accounts receivable manually
- How to add customers in bulk
- How to import a sales invoice through email
- Importing invoicing from third party software with the Universal Connector
- How to edit/delete a customer
- How to add/delete/manage customers
- How to archive a sales invoice and send it to the accountant without sending it to the customer
- How to delete accounts receivable
- How to send accounts receivable to your accountant without sending them to the customer again
- How to add terms and conditions to my outgoing invoices
- How to choose the UBL format sent to the accountant
- How to set a default customer type
- How to resend an invoice to the accountant?
- How do I choose which page to use as the home page?
- How to send invoice attachments to my accountant
- How to share comments with my accountant
- How do I use my new email address to log in?
- How to change the delivery channel of a customer?
- How to customize the email address used to send invoices to my customers
- How to undo an invoice marked as paid by mistake
- How to add a logo to outgoing invoices
- What happens when the due date is earlier than the invoicing date?
- How to merge duplicate customers/suppliers
- How to automatically assign a default due date to invoices created on Billtobox
- How to customize columns
- How to set up invoice numbering
- How to restore deleted accounts payable?
- How to add comments on invoices
- How to edit an archived invoice?
- How to download an invoice's PDF
- How to send an invoice to the customer's email inbox
- How to clone an invoice
- Dashboard overview
- Reports settings
- How to add VAT rates
- Automation settings
- Personal settings
- How to automatically approve invoices coming from trusted suppliers
- How to change the default currency
- Company info settings
- Accounts payable settings
- How to create a catalog of products (or services)
- Accounts receivable settings
- How to switch between my companies?
- How to split a PDF that contains multiple invoices in one file
- How to invite customers/suppliers to join Billtobox
- Autodelivery setting
- Send invoices directly from your invoicing software to your accountant and/or Billtobox archive
- Business approval: why and how to use it
- How to change my password?
- How to change the language
- How to change the decimal separator linked to my user
- How to view the PDF in a new window
- How to change the size of the magnifying glass for previewing PDFs
- How to add/edit my company's IBAN
- How to add a profile photo
- How long will my documents be archived for?
- What's an intra-community delivery and how does it work?
- I want to stop using Billtobox, how do I do it?
- How to activate Banqup One?
- Bank accounts menu overview
- Why use the Banqup Terminal App?
- How to deposit money into my Banqup payment account?
- How to activate the Banqup Terminal app?
- How to get your bank statements (and share them with your accountant)
- Do I need a physical terminal to use the app?
- How often do I need to renew consent to my bank account?
- How do I get charged?
- Can I install the app on multiple smartphones?
- Where is the collected money credited?
- How to activate the Payment Services
- Is there a history of transactions available?
- Payment Services settings
- What's the maximum transaction amount?
- How to pay my invoices with my Billtobox account?
- Will the payment reference entered in Banqup Terminal be visible in the statements?
- How to collect a sales invoice?
- How to deposit money on my Banqup Business Wallet?
- How to link my bank account to Billtobox?
- Which supported banks can I link to my account?
- How to pay an invoice in the "Payment processing" status
- Why are there no statements available after linking my bank account to the platform?
- Why do I need the Banqup One app?
- How to transfer money from your Banqup payment account?
- Why are there multiple bank movements when I pay several invoices at once?
- Why are card payments made from an unknown IBAN?
- How to automatically share statements with my accountant