BillToBox

BillToBox is a platform by Unifiedpost that lets you digitally exchange documents with your accountant. Through the integration between Sage Cloud Demat Invoicing and BillToBox, you send your sales invoices and credit notes directly to your accountant.

ℹ️ BillToBox is now called Banqup. Unifiedpost has renamed BillToBox to Banqup. The existing BillToBox integration keeps working as before. Is your accounting firm already working in the new Banqup environment? Then use the separate Banqup integration in Sage Cloud Demat Invoicing.

Setting up the integration

1. Go to Connections in the menu
2. Click BillToBox
3. Click Connect
4. Log in with your BillToBox credentials and grant permission to link Sage Cloud Demat Invoicing to your BillToBox account
5. Select the file you want to work with

That last step is mandatory: without a selected file, you will get the message “No BillToBox account has been configured for this company yet.” when exporting.

Sending documents to BillToBox

Once the integration is active, you export like this:

1. Go to the Invoices or Credit Notes module
2. Click Export in the top right corner
3. Choose BillToBox
4. Select the documents you want to forward
5. Click Start export

The selected documents are sent to your BillToBox file in the background and are visible there for your accountant. Documents that were already sent to BillToBox are not sent twice. In each document’s export history you can see whether the export succeeded.

You can also forward expenses with an attachment (PDF, scan or e-invoice) in the same way via the Expenses module.

Payment status of your invoices

The integration also works in the other direction for payments: once a day, Sage Cloud Demat Invoicing retrieves the payments registered in BillToBox and links them to your invoices. This keeps the payment status of your sales invoices automatically up to date.

Problems with the integration?

• Do you see “Connection lost” on the connections page? Then the connection with BillToBox has expired. Click Reconnect (or disconnect and connect again) and log in to BillToBox again.
• Message “No BillToBox account has been configured for this company yet.”? First select a file on the connections page (see above).
• Error message when connecting? Check that you are using the correct BillToBox login credentials and that your account is active.

Still not working? Contact us at help@clouddematinvoicing.be.