InvoiceNow Setup: Difference between revisions

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=='''About This Setup'''==
=='''About This Setup'''==
 
This section provides users with essential background information and detailed instructions to set up and use the InvoiceNow e-invoice system.
This section provides users with the necessary background information and detailed steps to set up and use the InvoiceNow e-invoice system.


===Background===
===Background===
:Highnix is a solution designed to streamline invoicing processes by integrating with Unifiedpost, a leading provider of digital business solutions. You can learn more about Unifiedpost at their website: [https://www.unifiedpostgroup.com <u>Click Here: https://www.unifiedpostgroup.com</u>]By leveraging the Unifiedpost Access Point system, known as BanqUp, Highnix connects seamlessly to the Peppol Network, facilitating efficient and secure electronic invoicing through the InvoiceNow platform.
:Highnix is a comprehensive solution designed to streamline invoicing processes by integrating with Unifiedpost, a leading provider of digital business solutions. To learn more about Unifiedpost, visit their official website: [https://www.unifiedpostgroup.com <u>Unifiedpost Website</u>].
 
:BanqUp offers a range of service tiers to accommodate different business needs. Users can choose between free and premium options, depending on their monthly transaction volume. Despite the advanced features and capabilities offered, BanqUp's pricing remains surprisingly affordable, making it an accessible choice for businesses of all sizes. For more details on pricing, visit their pricing plan at: <u>[https://www.banqup.sg/ Click Here:]</u> https://www.banqup.sg/.


===Register an Account with Banqup===
: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.


# If you do not have an account with banqup yet, Go to https://www.banqup.sg/ to register an account.  
: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 on pricing, visit their website: [https://www.banqup.sg/ <u>BanqUp Pricing</u>].
# Click on the "MyBanqup" on the top right hand. Click on the link "'''Create an account!'''" after "Don't have an account yet" Create an account! The detail instruction can be found here:
## Please follow this instruction: https://help.banqup.com/hc/en-sg/articles/5920428220700-Create-a-Banqup-account-by-doing-the-CorpPass-verification. 
## A one-page PDF simplified step can be downloaded here: https://help.banqup.com/hc/en-sg/article_attachments/10502596514076
# After creating the account, please go to the next step below.


===Setup Your Company Profile===
===Register an Account with BanqUp===
# If you do not already have a BanqUp account, visit [https://www.banqup.sg/ <u>https://www.banqup.sg/</u>] to register. 
# Click on 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: 
## [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>]. 
# Once your account is created, proceed to the next step.


# Click on the icon of your login on the top right.  Select "Company Settings", Enter all the mandatory company's details on the Form.
===Set Up Your Company Profile===
# Enter your company's profile including company's name, UEN, address etc.
# Log in to BanqUp and click the icon at the top right corner of the dashboard.   
# You will be a "Client" of Banqup.  Remember the term.
# Select '''"Company Settings"''' and complete the form with all mandatory company details, such as your company's name, UEN, and address.
# As a registered user of BanqUp, your company will be categorized as a "Client." Make a note of this term for future reference.


===Input Your Customer Profile===
===Input Your Customer Profile===
 
# Navigate to '''"Customers & Suppliers"''' on the left menu, then select '''"Customers"''' followed by '''"+ Add"'''.
# Go to the link on the left "Customers & Suppliers", "Customers", "+ Add".
# Fill in your customer’s details in all mandatory fields.
# Fill in your customer's details of all mandatory fields.
# Your customer will now be referred to as a "Debtor."
# The customer is now your "Debtor".


===Input Your Supplier Profile===
===Input Your Supplier Profile===
 
# Navigate to '''"Customers & Suppliers"''' on the left menu, then select '''"Suppliers"''' followed by '''"+ Add"'''.
# Go to the link on the left "Customers & Suppliers", Supplier", "+ Add".
# Fill in your supplier’s details in all mandatory fields.
# Fill in your supplier's details of all mandatory fields.
# Your supplier will now be referred to as a "Creditor."
# The supplier is now your "Creditor".

Revision as of 17:06, 16 January 2025


About This Setup

This section provides users with essential background information and detailed instructions to set up and use the InvoiceNow e-invoice system.

Background

Highnix is a comprehensive solution designed to streamline invoicing processes by integrating with Unifiedpost, a leading provider of digital business solutions. To learn more about Unifiedpost, visit their official website: Unifiedpost Website.
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.
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 on pricing, visit their website: BanqUp Pricing.

Register an Account with BanqUp

  1. If you do not already have a BanqUp account, visit https://www.banqup.sg/ to register.
  2. Click on the "MyBanqUp" button at the top right corner of the homepage.
  3. Select the link "Create an account!" under "Don't have an account yet." Detailed instructions for account creation are available here:
    1. Step-by-Step Guide
    2. Alternatively, download a simplified one-page PDF guide: PDF Guide.
  4. Once your account is created, proceed to the next step.

Set Up Your Company Profile

  1. Log in to BanqUp and click the icon at the top right corner of the dashboard.
  2. Select "Company Settings" and complete the form with all mandatory company details, such as your company's name, UEN, and address.
  3. As a registered user of BanqUp, your company will be categorized as a "Client." Make a note of this term for future reference.

Input Your Customer Profile

  1. Navigate to "Customers & Suppliers" on the left menu, then select "Customers" followed by "+ Add".
  2. Fill in your customer’s details in all mandatory fields.
  3. Your customer will now be referred to as a "Debtor."

Input Your Supplier Profile

  1. Navigate to "Customers & Suppliers" on the left menu, then select "Suppliers" followed by "+ Add".
  2. Fill in your supplier’s details in all mandatory fields.
  3. Your supplier will now be referred to as a "Creditor."
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