Create and manage sales quotes
You can now create, edit, and send sales quotes directly from Banqup. Draft, send, or clone quotes, and keep everything in one place. Quotes sync seamlessly between the Sales Quotes app and Document Creator, so you always have the full picture.
Create credit notes directly from Sales Invoices
You can now create credit notes straight from the Sales Invoices screen. Just click the three dots in the Actions column and select Create credit note. A credit note will be generated automatically for the selected invoice with the correct amounts and linked back to the original invoice. You can still review and edit the credit note before sending, giving you full flexibility and accuracy.
Resend sales invoices
If the delivery of a sales invoice fails, you can now easily resend it using the Send option via the Actions column.
Delete draft documents
Clean up your workspace by deleting unused draft invoices or uploads.
Reconcile payments without a document
If no document is available, you can reconcile payments with a note or cost center, keeping everything balanced.
Multi-currency invoices
Easily update and track currencies on purchase and uploaded sales invoices.