Add or Edit A Customer: Difference between revisions
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To send or receive invoices through InvoiceNow, you must first ensure that both Customer and Supplier profiles are synchronized with Banqup (Highnix's InvoiceNow Access Point partner). The setup process is straightforward: | To send or receive invoices through InvoiceNow, you must first ensure that both Customer and Supplier profiles are synchronized with Banqup (Highnix's InvoiceNow Access Point partner). The setup process is straightforward: | ||
# Once a customer (or supplier) profile is created in Highnix, a button labeled '''Add Customer Detail in Banqup''' will appear. | # Once a customer (or supplier) profile is created in Highnix, a button labeled '''Add Customer Detail in Banqup''' will appear. (As shown in Fig 1) | ||
# Click this button to send the required customer (or supplier) details to Banqup. | # Click this button to send the required customer (or supplier) details to Banqup. | ||
# If the update is successful, a green notification will appear confirming that the profile in Banqup has been updated (e.g., ''Banqup Customer Details has been updated.'') | # If the update is successful, a green notification will appear confirming that the profile in Banqup has been updated (e.g., ''Banqup Customer Details has been updated.''). Otherwise, a red message will appear. Read the message and user will get the clue of what data are missing. Just filled up accordingly and resend. | ||
# Highnix will then automatically check with the InvoiceNow system to verify whether this customer is a Peppol participant. | # Highnix will then automatically check with the InvoiceNow system to verify whether this customer is a Peppol participant. | ||
## If the message shows: ''204 Participant exist – Customer is Peppol Participant. UEN: 201531332R'', the customer is a registered Peppol participant. | ## If the message shows: ''204 Participant exist – Customer is Peppol Participant. UEN: 201531332R'', the customer is a registered Peppol participant. | ||
## If the customer is not a Peppol participant, you may still send invoices via email. These emails will include a footnote encouraging the recipient to join InvoiceNow, so that future invoices can be exchanged seamlessly between participants. | ## If the customer is not a Peppol participant, you may still send invoices via email. These emails will include a footnote encouraging the recipient to join InvoiceNow, so that future invoices can be exchanged seamlessly between participants. | ||
[[File:Cust profile.png|none|thumb|800x800px|Fig 1.]] | |||
[[File:Cust profile.png|none|thumb|800x800px]] | |||
Latest revision as of 12:47, 20 September 2025
Adding or Editing a Customer or Supplier in Banqup
To send or receive invoices through InvoiceNow, you must first ensure that both Customer and Supplier profiles are synchronized with Banqup (Highnix's InvoiceNow Access Point partner). The setup process is straightforward:
- Once a customer (or supplier) profile is created in Highnix, a button labeled Add Customer Detail in Banqup will appear. (As shown in Fig 1)
- Click this button to send the required customer (or supplier) details to Banqup.
- If the update is successful, a green notification will appear confirming that the profile in Banqup has been updated (e.g., Banqup Customer Details has been updated.). Otherwise, a red message will appear. Read the message and user will get the clue of what data are missing. Just filled up accordingly and resend.
- Highnix will then automatically check with the InvoiceNow system to verify whether this customer is a Peppol participant.
- If the message shows: 204 Participant exist – Customer is Peppol Participant. UEN: 201531332R, the customer is a registered Peppol participant.
- If the customer is not a Peppol participant, you may still send invoices via email. These emails will include a footnote encouraging the recipient to join InvoiceNow, so that future invoices can be exchanged seamlessly between participants.
