InvoiceNow 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.

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.

Account Setup – Performed by Highnix User (Banqup Client)

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 Banqup.

Registering a Banqup Account

1. If you do not have a Banqup account, visit Banqup to sign up.
2. Click 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?"
4. Follow the step-by-step instructions for account creation:
   1. Step-by-Step Guide
   2. Alternatively, download a concise PDF guide: PDF Guide
5. Once your account is successfully created, proceed with company profile setup.

Setting Up Your Company Profile

1. Log in to your Banqup account.
2. Click the user icon at the top-right corner of the dashboard.
3. Select "Company Settings".
4. Enter your company details, including:
   1. Company name
   2. Unique Entity Number (UEN)
   3. Registered address
5. As a Banqup user, your company will be classified as a "Client." Keep this term in mind for future reference.

Adding Customer Profiles

1. In the left menu, go to "Customers & Suppliers."
2. Click on the "Customers" tab.
3. Select "+ Add".
4. Enter all required details for your customer.
5. Once saved, the customer will be referred to as a "Debtor."

Adding Supplier Profiles

1. In the left menu, go to "Customers & Suppliers."
2. Click on the "Suppliers" tab.
3. Select "+ Add".
4. Enter all required details for your supplier.
5. Once saved, the supplier will be referred to as a "Creditor."

Setup of Banqup – Performed by Highnix

Linking the Client Account to Highnix ERP

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:

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

1. **User's Role:**
   1. The user must update their company details in the Highnix ERP system by navigating to System Setup → Company Details.
   2. Look for the fields prefixed with "Banqup" and enter the credentials provided by Highnix.
   3. The required fields include:
      1. Banqup Client Number: E.g., 40011394
      2. Banqup Client ID: E.g., 11071
      3. Banqup Client UUID: (Provided by Highnix)
      4. Banqup API URL: E.g., https://v4-api.uat.platform.eu.banqup.com
      5. Banqup Client Token: E.g., 1f5c0d6f-17b4-4b61-83a5-35956c4cd92f
      6. Banqup Client Secret: (Generated by Highnix and provided to the user for input in company details)