PayTraq Blog

PayTraq Direct - e-Invoice exchange service between PayTraq users

Posted in e-invoicing, updates, PayTraq features

If both you and your client work with PayTraq, you can start using PayTraq Direct to automatically send your e-invoices directly to your client’s Purchase Inbox.

Up to this point, there have been several options for your clients to automate this process, such as:

  • Export an e-invoice from the online link and then import it as a new purchase document;
  • Automatically import an e-invoice from the online link;
  • Forward an invoice received by email to the PayTraq Inbox channel;

With PayTraq Direct, the e-invoice will be automatically delivered to your client’s purchase inbox and will be available for further processing as with the importing.

You can set up PayTraq Direct in just a few steps

On the client side

PayTraq Direct channel should be enabled in Purchase Inbox

On your side

Get your client’s Channel ID and use it to activate e-invoice sending option for this client by going to the PayTraq Direct tab on the client card.

By activating PayTraq Direct for the client, you will be able to send e-invoices to this client directly from the form of your document.

Recurring invoices will be also delivered to this client as e-invoices in case they are sent by email as well.