- Ask your accountant, or check your accounting software, for the unique inbox address you can use. There is often a separate address for sales and purchases.
- Go to Settings > Accounting and select your package: ClearFacts, Yuki, Octopus, Exact Online, Codabox, Billit or Other.
- Enter the email addresses for sales invoices and purchase invoices. Switch Automatic forwarding on or off for each direction and click Save.
- Click Send test email. Your package receives a sample PDF so you can check that the address is correct.
- From now on, every invoice and credit note you finalise goes to the sales address, with the PDF and UBL file. Peppol invoices and approved scans go to the purchase address, with the PDF and the UBL file if available. Each document is forwarded automatically only once.
- Connecting later? Under Forward existing documents, choose a period and click Forward. Documents already forwarded are skipped.
- Each document shows Forwarded to your package with the date, or Forwarding failed with a Retry button. Use Forward again to resend a document.
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