BestInvoicing.com
  • Welcome
  • Tutorial 1: The Basics
    • 1. Create an Account
    • 2. Create a Customer
    • 3. Create a Product
    • 4. Create an Invoice
    • 5. Configure the Layout
    • 6. Payment Follow-up
    • 7. Let's Roll
  • Tutorial 2: Automate to Save Time
  • Tutorial 3: Process your Purchases
  • BASIC MODULES
    • Customers
    • Products
      • How Can I Update My Product List (e.g. Price Changes)?
    • Proposals
    • Invoices
    • Credit Notes
    • Payments
      • Incoming Payments
      • Outgoing Payments (Purchases)
  • APPS - INTEGRATIONS
    • ! Activating Apps and Integrations
      • Are All Available Apps and Integrations Available for Free?
    • Additional Text Fields
      • How Can I Insert Intertitle(s) Into Documents?
    • Cash Register Tickets
    • Complex Products
    • Delivery Address
    • Delivery Date
    • Delivery Notes
    • Discounts
    • Empty Goods
    • Foreign-Language Customers
    • General Ledger Accounts
    • MailChimp
    • Other Currencies
    • Order Confirmations
    • Order Reference
    • Payment Requests
    • Preset Emails
    • Price Segmentation
    • Product Photo
    • Purchase Orders
    • Purchases
    • Self-Billing Invoices
    • Site Address
    • Stock Management
    • Subscriptions (Recurring Invoices)
    • Tasks
    • Units of Measure
  • SETTINGS
    • Dashboard
    • Personal Settings
      • How Can I Change My Login Email Address?
    • My Subscription
      • Recommend BestInvoicing!
    • Company Information
    • Default Values
    • Email Settings
      • Sending Options
        • Send via Own Domain Name
        • Send via Global Address
        • Send via Open Server
        • Send via Microsoft
        • Send via Google
        • Send via SMTP
      • Email Texts
      • Default CC and BCC Addresses
      • Email Templates
    • Attachments
      • How Can I Add My General Terms and Conditions?
    • Journals
    • Automatic (Payment) Reminders
    • Users
    • Custom Fields for Contacts
    • Legal Notices
    • GDPR
    • Importing Data
    • Theme
    • Numbering
      • My Last Invoice Had No. 115, How Can I Start in Bestinvoicing with Invoice No. 116?
  • CONNECTIONS
    • Connect Your Bank Account
      • Ponto
    • Connections for Accountancy
    • Connections for Online Payment
      • Mollie
    • Backup & Synchronisation
      • Google Drive
      • DropBox
      • SFTP (own server)
      • BestInvoicing Drive
      • OneDrive
    • Connections for Webshops
      • Shopify
      • WooCommerce
  • MORE FEATURES
    • Exporting Data
    • Processing Lists
    • Send Documents by Email
    • Send Documents by Mail
    • Send Documents via PEPPOL
    • Sign Documents Online
    • Tags
    • VAT Number Validation
  • TEMPLATES
    • Using BestInvoicing Templates
      • How Can I Change the Default Order of My Templates?
    • Match Templates to Your Corporate Identity
      • Document Templates
      • Emailtemplates
    • Modifications via internal code
  • FREQUENTLY ASKED QUESTIONS (F.A.Q.)
    • Overview F.A.Q.
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On this page
  • Step 1: Upload your Documents to BestInvoicing
  • Step 2: Book/Process Invoices
  • Step 3: Paying your Purchases
  • Step 4: Forwarding Documents to your Accountant
  • Step 5: The Most Efficient Way

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Tutorial 3: Process your Purchases

PreviousTutorial 2: Automate to Save TimeNextCustomers

Last updated 2 years ago

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Manage your entire financial picture in BestInvoicing by also processing your purchase documents. Discover step by step how to easily process your purchases in BestInvoicing.

Step 1: Upload your Documents to BestInvoicing

Entering your purchase documents into BestInvoicing can be done in several ways:

  • by uploading a purchase invoice from your device via the general upload window;

  • by taking a picture of a purchase receipt using your smartphone, when logged in to BestInvoicing;

  • by forwarding the files via email to your BestInvoicing email address. Hint: often this can also be done directly from your scanner via scan-to-email function.

  • by receiving the files in your inbox so that BestInvoicing automatically processes them for you.

Read more about how to submit your .

Step 2: Book/Process Invoices

Your supplied purchase documents will appear in a processing list (cogwheel icon in the upper right corner of BestInvoicing). Once the files are in this list, the OCR () software starts scanning them. OCR reads the information on the purchase documents and adds the retrieved data to your purchase.

The information extracted from your purchase document by means of OCR can be completed with additional purchase information such as type (invoice or credit note), payment term, self-set purchase category, ... via the blue 'Process' button.

Read more about how to process your .

Step 3: Paying your Purchases

Your incoming purchase invoices can also be paid directly from BestInvoicing. One condition is that IBAN and BIC numbers of the supplier are entered. You can choose from three payment methods:

  • Direct payment via a QR code that you can read with your banking app.

  • Did you connect your bank account via Ponto? Then you can also use the Ponto payment button to make your transfer.

  • Want to prepare or execute multiple payments at the same time? You can export scheduled payments to a SEPA file to be uploaded to your own online banking environment. This way, you can schedule a number of payments in one go. Each payment can also have its own designated payment date.

Step 4: Forwarding Documents to your Accountant

Step 5: The Most Efficient Way

You can truly minimize the time spent on processing your purchases. This can be achieved as follows:

  1. Did you receive an invoice via PEPPOL? Click the link in the email you receive and choose

    1. to accept immediately (invoice will be automatically processed in BestInvoicing);

  2. Activate 'automatically forward to accountant' via your designated accounting package configuration so that all processed purchase documents are automatically forwarded to your accountant overnight.

  3. Done!

Read more about how you can pay your purchase .

The entered purchases can also be forwarded to your accountant. This can be done via a direct connection with an accounting package or delivery platform, or via exchange of .

Read more about how you can deliver your purchase .

Join the and ask your suppliers to deliver their invoices via PEPPOL as well.

to pay immediately via . No more typing or copying the payment information.

Need help setting up this efficient configuration? Contact us via .

PEPPOL
purchase documents here
Optical Character Recognition
purchase documents here
documents to the accountant here
PEPPOL network
Ponto
support@bestinvoicing.com
documents from BestInvoicing here
UBL files