In this article, we'll tell you how to deactivate invoice sending for each accounting package so that you can start sending via Payt.
When you start working with Payt, you can choose to continue doing the invoice sending in your accounting package. However, it often proves useful to also do the invoice sending in Payt, so you have a complete overview of everything your customer has received in one place. To do so, it is necessary to deactivate invoice sending in the accounting package.
Click on your accounting package below to go straight to the right place on this page. Is your accounting package not listed here? Contact them to ask for more information or ask Payt's service desk.
Please note: This article is specifically for administrations with a standard package where invoice sending is standard. Don't have a standard package and also want to set up invoice sending via Payt? Please contact us for more information.
Exact Online
When creating invoices in Exact Online, 'Create document' should be selected instead of 'Send by e-mail' from now on.
Moneybird
In Moneybird you can turn off invoice sending by going the page of a specific contact.
Disabling invoice sending on a customer basis
On the contact's page, choose 'Edit' and change the sending method to 'Send manually'.
Disable invoice sending on invoice basis
Furthermore, you can disable invoice sending on an invoice basis. When creating an invoice, choose 'Send invoice' and select 'Send invoice manually'.
WeFact
Within WeFact, you can deactivate invoice sending by setting customers in bulk to 'Manually by post'. Start under the 'Exports' tab and click 'Files'. Choose 'Export to Excel', select 'Clients' and then run an export.
Change to 'Manually by post' in Excel
In the Excel file, you can change the sending method to 'Manually by post' for the whole column.
Import file from Excel back to WeFact
After this change, you can import the modified customer file. To do so, go to 'Clients and suppliers' and click 'You can import them' at the bottom of the page. Then import the modified file.
In the overview that appears next, select the option 'Client number' in the 'Client number' column. After this, you can scroll to the right to add the 'Shipping method' column.
Add the 'Shipping method' column, select 'Shipping method' and select 'Update clients'.
WeFact default shipping settings
Finally, you need to go to 'General' under 'Settings' on the left. Here, you also set the default shipping method to 'Manually by post'.
Yuki
With Yuki, you must change the invoice settings beforehand. Here, you can click 'Invoice sending'. Select 'Do not send'.
