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.