InvoiceNow Setup - Revision history

Khkoh: /* Linking the Client Account to Highnix ERP */

2025-12-14T07:52:38Z

Linking the Client Account to Highnix ERP

← Older revision		Revision as of 15:52, 14 December 2025
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	### '''Banqup Client Token''': E.g., 1f5c0d6f-17b4-4b61-83a5-35956c4cd92f		### '''Banqup Client Token''': E.g., 1f5c0d6f-17b4-4b61-83a5-35956c4cd92f
	### '''Banqup Client Secret''': (Generated by Highnix and provided to the user for input in company details)		### '''Banqup Client Secret''': (Generated by Highnix and provided to the user for input in company details)


			Go to next Topic [[Activation of GST InvoiceNow Submission for GST- Registered Businesses]]

Khkoh: /* Setup Customer Profiles On Highnix ERP */

2025-03-24T07:25:22Z

Setup Customer Profiles On Highnix ERP

← Older revision		Revision as of 15:25, 24 March 2025
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	==== Setup Customer Profiles On Highnix ERP ====		==== Setup Customer Profiles On Highnix ERP ====

	# Go to Sales Mgt tab, Maintenance, ~~go to "~~'''Add and Edit Customer Records'''".		# Navigate to the '''Sales Mgt''' tab, select '''Maintenance''', and then choose '''Add and Edit Customer Records'''.
	# On this form, fill ~~up your~~ customer's details. Please note that the UEN number~~, the~~ GST Codes, Country Code ~~and~~ Postal ~~code are mandatory field in order to upload this customer profile successfully to Banqup.~~		# On this form, fill in the customer's details. Please note that the following fields are mandatory for successful upload of the customer profile to Banqup:
	# Click on "'''Add New Customer".'''		## UEN number
	# If ~~this~~ customer has been created in Highnix system ~~before~~, ~~then~~ you will see ~~additioan~~ buttons:		## GST Codes
	## Add Customer Detail In Banqup		## Country Code
	## Update Customer Detail In Banqup		## Postal Code
	## Delete Customer Detail In Banqup		# Click on the '''Add New Customer''' button.
	# ~~On this interface, if nothing show on this field "~~'''Banqup Debtor ID'''", this ~~indicates~~ that the customer profile ~~of this customer~~ has not been created in Banqup system before. ~~You can then~~ click ~~on button 1 "~~'''Add Customer Detail In Banqup'''". It will ~~then~~ send the customer profile data to Banqup and ~~in return, it wil~~ record the Debtor ID and UUID.		# If the customer has already been created in the Highnix system, you will see additional buttons:
	# ~~User~~ can make changes ~~to the profile Or~~ delete the profile in Banqup ~~once the profile is created~~.		## '''Add Customer Detail In Banqup'''
			## '''Update Customer Detail In Banqup'''
			## '''Delete Customer Detail In Banqup'''
			# If the '''Banqup Debtor ID''' field is empty, this means that the customer profile has not been created in the Banqup system before. In this case, click the '''Add Customer Detail In Banqup''' button. This will send the customer profile data to Banqup, and the system will record the Debtor ID and UUID.
			# Once the customer profile is created, users can make changes or delete the profile in Banqup.

	==== Setup Customer Profiles On Banqup Portal ====		==== Setup Customer Profiles On Banqup Portal ====

Khkoh: /* Adding Customer Profiles */

2025-03-24T07:23:35Z

Adding Customer Profiles

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 # As a Banqup user, your company will be classified as a '''"Client."''' Keep this term in mind for future reference.
 === Adding Customer Profiles ===
 # In the left menu, go to '''"Customers & Suppliers."'''
 # Click on the '''"Customers"''' tab.

Khkoh: /* Linking the Client Account to Highnix ERP */

2025-02-03T05:18:06Z

Linking the Client Account to Highnix ERP

← Older revision		Revision as of 13:18, 3 February 2025
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	:Once the Banqup account is set up, Highnix will assist the user in linking the Client account to Highnix ERP, ensuring seamless transaction processing. Below are the steps performed by Highnix and the user:		:Once the Banqup account is set up, Highnix will assist the user in linking the Client account to Highnix ERP, ensuring seamless transaction processing. Below are the steps performed by Highnix and the user:

	# Highnix's Role:		# '''Highnix's Role:'''
	## Highnix will generate the necessary authentication credentials for the Client (Highnix User) account.		## Highnix will generate the necessary authentication credentials for the Client (Highnix User) account.
	## These credentials include a token and a secret key, which will be provided to the user.		## These credentials include a token and a secret key, which will be provided to the user.

	# User's Role:		# '''User's Role:'''
	## The user must update their company details in the Highnix ERP system by navigating to '''System Setup → Company Details'''.		## The user must update their company details in the Highnix ERP system by navigating to '''System Setup → Company Details'''.
	## Look for the fields prefixed with '''"Banqup"''' and enter the credentials provided by Highnix.		## Look for the fields prefixed with '''"Banqup"''' and enter the credentials provided by Highnix.

Khkoh: /* Setup of Banqup - This Is To Be Done by Highnix */

2025-02-03T05:14:54Z

Setup of Banqup - This Is To Be Done by Highnix

← Older revision		Revision as of 13:14, 3 February 2025
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	# Once saved, the supplier will be referred to as a '''"Creditor."'''		# Once saved, the supplier will be referred to as a '''"Creditor."'''

	== Setup of Banqup ~~- This Is To Be Done~~ by Highnix ==		== Setup of Banqup – Performed by Highnix ==

	=== ~~Linkage of~~ Client To Highnix ERP ===		=== Linking the Client Account to Highnix ERP ===
	:~~After~~ the Banqup ~~Account's setup~~, Highnix will ~~help~~ user ~~to link up~~ the Client account to Highnix ERP ~~so that the transactions can be seamlessly processed by the systems~~. Below are the ~~linkage which will be~~ performed by Highnix.		:Once the Banqup account is set up, Highnix will assist the user in linking the Client account to Highnix ERP, ensuring seamless transaction processing. Below are the steps performed by Highnix and the user:

	#Highnix will ~~create~~ the ~~token and secret key~~ for Client (Highnix's User) account.		# Highnix's Role:
	#~~Highnix User~~ will ~~then have~~ to update ~~the data from step 1 above to the~~ company details ~~accessible~~ by System Setup-Company Details. ~~Lookup~~ the ~~following field~~ prefixed with "Banqup": ~~Note that there are some~~ fields ~~such as Client UUID and Banqup Client Secret~~:		## Highnix will generate the necessary authentication credentials for the Client (Highnix User) account.
	##Banqup Client Number: E.g. 40011394		## These credentials include a token and a secret key, which will be provided to the user.
	##Banqup Client ID: E.g. 11071
	##Banqup Client UUID:		# User's Role:
	##Banqup API URL: E.g.: <nowiki>https://v4-api.uat.platform.eu.banqup.com</nowiki>		## The user must update their company details in the Highnix ERP system by navigating to '''System Setup → Company Details'''.
	##Banqup Client Token: E.g.: 1f5c0d6f-17b4-4b61-83a5-35956c4cd92f		## Look for the fields prefixed with '''"Banqup"''' and enter the credentials provided by Highnix.
	##Banqup Client Secret: ~~This key will be obtained~~ by Highnix ~~from Banqup~~ and ~~it is~~ to ~~be included~~ in ~~the~~ company~~'s detail setup by the user.~~		## The required fields include:
			### '''Banqup Client Number''': E.g., 40011394
			### '''Banqup Client ID''': E.g., 11071
			### '''Banqup Client UUID''': (Provided by Highnix)
			### '''Banqup API URL''': E.g., <nowiki>https://v4-api.uat.platform.eu.banqup.com</nowiki>
			### '''Banqup Client Token''': E.g., 1f5c0d6f-17b4-4b61-83a5-35956c4cd92f
			### '''Banqup Client Secret''': (Generated by Highnix and provided to the user for input in company details)

Khkoh: /* Linkage of Client To Highnix ERP */

2025-02-03T05:08:08Z

Linkage of Client To Highnix ERP

← Older revision		Revision as of 13:08, 3 February 2025
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	##Banqup API URL: E.g.: <nowiki>https://v4-api.uat.platform.eu.banqup.com</nowiki>		##Banqup API URL: E.g.: <nowiki>https://v4-api.uat.platform.eu.banqup.com</nowiki>
	##Banqup Client Token: E.g.: 1f5c0d6f-17b4-4b61-83a5-35956c4cd92f		##Banqup Client Token: E.g.: 1f5c0d6f-17b4-4b61-83a5-35956c4cd92f
	##Banqup Client Secret:		##Banqup Client Secret: This key will be obtained by Highnix from Banqup and it is to be included in the company's detail setup by the user.

Khkoh: /* Linkage of Client To Highnix ERP */

2025-02-03T05:03:54Z

Linkage of Client To Highnix ERP

← Older revision		Revision as of 13:03, 3 February 2025
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	=== Linkage of Client To Highnix ERP ===		=== Linkage of Client To Highnix ERP ===
	:After the ~~Highnix User~~'s setup, Highnix will help user to link up the Client account to Highnix ERP so that the transactions can be seamlessly processed by the systems. Below are the linkage which will be performed by Highnix.		:After the Banqup Account's setup, Highnix will help user to link up the Client account to Highnix ERP so that the transactions can be seamlessly processed by the systems. Below are the linkage which will be performed by Highnix.

	#Highnix will create a token, secret key for Client (Highnix User) account.		#Highnix will create the token and secret key for Client (Highnix's User) account.
	#Highnix User will then have to update the data from step 1 above to the company details accessible by System Setup-Company Details. Lookup the following field prefixed with "Banqup": Note that there are some fields such as Client UUID and Banqup Client Secret:		#Highnix User will then have to update the data from step 1 above to the company details accessible by System Setup-Company Details. Lookup the following field prefixed with "Banqup": Note that there are some fields such as Client UUID and Banqup Client Secret:
	##Banqup Client Number: E.g. 40011394		##Banqup Client Number: E.g. 40011394

Khkoh: /* Linkage of Client To Highnix ERP */

2025-02-03T04:39:00Z

Linkage of Client To Highnix ERP

← Older revision		Revision as of 12:39, 3 February 2025
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	=== Linkage of Client To Highnix ERP ===		=== Linkage of Client To Highnix ERP ===
	After the Highnix User's setup, Highnix will help user to link up the Client account to Highnix ERP so that the transactions can be seamlessly processed by the systems. Below are the linkage which will be performed by Highnix.		:After the Highnix User's setup, Highnix will help user to link up the Client account to Highnix ERP so that the transactions can be seamlessly processed by the systems. Below are the linkage which will be performed by Highnix.

	#Highnix will create a token, secret key for Client (Highnix User) account.		#Highnix will create a token, secret key for Client (Highnix User) account.

Khkoh: /* Setup of Banqup To Be Done by Highnix */

2025-02-03T04:38:50Z

Setup of Banqup To Be Done by Highnix

← Older revision		Revision as of 12:38, 3 February 2025
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	# Once saved, the supplier will be referred to as a '''"Creditor."'''		# Once saved, the supplier will be referred to as a '''"Creditor."'''

	== Setup of Banqup To Be Done by Highnix ==		== Setup of Banqup - This Is To Be Done by Highnix ==

	=== Linkage of Client To Highnix ERP ===		=== Linkage of Client To Highnix ERP ===

Khkoh: /* Setup of Account - This is To Be Done by Highnix's User (Highnix User is a Client of Banqup) */

2025-02-03T04:38:08Z

Setup of Account - This is To Be Done by Highnix's User (Highnix User is a Client of Banqup)

← Older revision		Revision as of 12:38, 3 February 2025
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	:By leveraging Unifiedpost's Access Point system, known as BanqUp, Highnix connects seamlessly to the Peppol Network. This facilitates efficient and secure electronic invoicing through the InvoiceNow platform.		:By leveraging Unifiedpost's Access Point system, known as BanqUp, Highnix connects seamlessly to the Peppol Network. This facilitates efficient and secure electronic invoicing through the InvoiceNow platform.

	== Setup ~~of Account - This is To Be Done~~ by Highnix's User (~~Highnix User is a~~ Client ~~of Banqup~~) ==		== Account Setup – Performed by Highnix User (Banqup Client) ==
	:~~BanqUp~~ offers multiple service tiers tailored to ~~meet diverse~~ business needs, ranging from free plans to premium options based on ~~monthly~~ transaction volume. ~~Despite its robust features, BanqUp's~~ pricing ~~is designed to remain affordable~~, ~~making it accessible~~ for businesses of all sizes. For more ~~information~~, visit ~~their website:~~ [https://www.banqup.sg/ <u>~~BanqUp~~</u>].		:Banqup offers multiple service tiers tailored to different business needs, ranging from free plans to premium options based on transaction volume. Its pricing remains competitive, ensuring accessibility for businesses of all sizes. For more details, visit [https://www.banqup.sg/ <u>Banqup</u>].

	===~~Register an~~ Account ~~with BanqUp~~===		=== Registering a Banqup Account ===
	# If you do not ~~already~~ have a ~~BanqUp~~ account, visit [https://www.banqup.sg/ <u>~~https://www.banqup.sg/~~</u>] to ~~register~~.		# If you do not have a Banqup account, visit [https://www.banqup.sg/ <u>Banqup</u>] to sign up.
	# Click on the '''"~~MyBanqUp~~"''' button at the top right corner of the homepage.		# Click the '''"MyBanqup"''' button at the top-right corner of the homepage.
	# Select the link '''"Create an account!"''' under "Don't have an account yet." ~~Detailed~~ instructions for account creation ~~are available here~~:		# Select the link '''"Create an account!"''' under "Don't have an account yet?"
			# Follow the step-by-step instructions for account creation:
	## [https://help.banqup.com/hc/en-sg/articles/5920428220700-Create-a-Banqup-account-by-doing-the-CorpPass-verification <u>Step-by-Step Guide</u>]		## [https://help.banqup.com/hc/en-sg/articles/5920428220700-Create-a-Banqup-account-by-doing-the-CorpPass-verification <u>Step-by-Step Guide</u>]
	## Alternatively, download a ~~simplified one-page~~ PDF guide: [https://help.banqup.com/hc/en-sg/article_attachments/10502596514076 <u>PDF Guide</u>].		## Alternatively, download a concise PDF guide: [https://help.banqup.com/hc/en-sg/article_attachments/10502596514076 <u>PDF Guide</u>]
	# Once your account is created, proceed ~~to the next step~~.		# Once your account is successfully created, proceed with company profile setup.

	===~~Set~~ Up Your Company's Profile===		=== Setting Up Your Company Profile ===
	# Log in to your ~~BanqUp~~ account ~~after successful registration and click~~ the icon at the top right corner of the dashboard.		# Log in to your Banqup account.
	# Select '''"Company Settings"''' ~~and complete the form with all mandatory~~ company details, ~~such as your company's~~ name, UEN~~, and~~ address.		# Click the user icon at the top-right corner of the dashboard.
	# As a ~~registered~~ user ~~of BanqUp~~, your company will be ~~categorized~~ as a "Client." ~~Make a note of~~ this term for future reference.		# Select '''"Company Settings"'''.
			# Enter your company details, including:
			## Company name
			## Unique Entity Number (UEN)
			## Registered address
			# As a Banqup user, your company will be classified as a '''"Client."''' Keep this term in mind for future reference.

	===~~Input Your~~ Customer ~~Profile~~===		=== Adding Customer Profiles ===
	# ~~Navigate~~ to '''"Customers & Suppliers"''' on the ~~left menu, then select~~ '''"Customers"''' ~~followed by~~ '''"+ Add"'''.		# In the left menu, go to '''"Customers & Suppliers."'''
	# ~~Fill in~~ your ~~customer’s details in all mandatory fields~~.		# Click on the '''"Customers"''' tab.
	# ~~Your~~ customer will ~~now~~ be referred to as a "Debtor."		# Select '''"+ Add"'''.
			# Enter all required details for your customer.
			# Once saved, the customer will be referred to as a '''"Debtor."'''

	===~~Input Your~~ Supplier ~~Profile~~===		=== Adding Supplier Profiles ===
	# ~~Navigate~~ to '''"Customers & Suppliers"''' on the ~~left menu, then select~~ '''"Suppliers"''' ~~followed by~~ '''"+ Add"'''.		# In the left menu, go to '''"Customers & Suppliers."'''
	# ~~Fill in~~ your ~~supplier’s details in all mandatory fields~~.		# Click on the '''"Suppliers"''' tab.
	# ~~Your~~ supplier will ~~now~~ be referred to as a "Creditor."		# Select '''"+ Add"'''.
			# Enter all required details for your supplier.
			# Once saved, the supplier will be referred to as a '''"Creditor."'''

	== Setup of Banqup To Be Done by Highnix ==		== Setup of Banqup To Be Done by Highnix ==