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      How can I deactivate invoice sending in my accounting package?

      In this article, we'll tell you how to deactivate invoice sending for each accounting package so that you can start sending via Payt.

      Last updated: February 29, 2024

      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.

      Click on your accounting package below to go straight to the right place on this page.

      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'.

      moneybird_deactivate_invoice_send

      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'.

      moneybird_invoice_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.

      wefact_export_clients

      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_import_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'.

      wefact_settings_general_manually_by_post

      Yuki

      With Yuki, you must change the invoice settings beforehand. Here, you can click 'Invoice sending'. Select 'Do not send'.

      yuki_factuurverzending_deactiveren