When you want to set up invoice sending via Payt.
Please note: This article is specifically for companies where invoice sending is a standard part of the accounting package.
To avoid duplicate shipments, the invoice shipment should be deactivated in your own accounting package. So you continue to create the invoice youreslf, the sending goes through Payt.
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 row.
Import file from Excel back to WeFact
After this change, you can re-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'.
