Introduction
Bukku Connect allows you to automatically send invoices to another party as supplier bills between Bukku users. This automated process helps streamline invoice sharing, making it faster and more efficient to manage invoices and payments with your suppliers.
To get started, simply share your Bukku Key with your supplier who is also using Bukku. Your unique Bukku Key can be found under Control Panel → Company Profile.
How to Get Connected with Your Customer
Scenario
You issue an invoice to your customer with the following details:
Customer Name: Danny Consultancy Sdn Bhd
Item: MacBook
Quantity: 1
Unit Price: RM 4,300.00
Payment Term: NET 30
To get connected with your customer, please follow the steps below:
1. Go to Contacts > +New
2. Create a contact for Danny Consultancy Sdn Bhd. You may refer to this guide for detailed steps: Creating a New Contact.
Once the contact is created, scroll down to the Other Information section and enter the Bukku Connect Key provided by your customer.
3. Next, record a sales invoice by going to Sales → Invoices → + New.
4. On the Sales Invoice page, select the Bukku Connect customer from the customer list (in this scenario, Danny Consultancy Sdn Bhd). Then, proceed to create the invoice as usual by entering the items, quantities, prices, and payment terms.
If you need guidance on creating a sales invoice in Bukku, please refer to this article: Creating Invoice & Proforma Invoice for detailed steps.
5. After you have finished recording the invoice, click on the Save button, and the message below will prompted. Click on OK.
6. On your customer's side, they will receive a notification indicating that they have received a bill from your Bukku Account.
Please note that the Draft Purchases Bill will be created in the customer's account
7. When the customer clicks on the notification, the system will direct them to the draft bill created in their account.
They will be able to see the same details as you recorded in your sales invoice. This allows the customer to review the bill and ensure that all the details are accurate before proceeding to save as ready.
The system will also generate a remark indicating that the bill was created from an invoice issued by < Your Account >. This helps the customer to easily identify the source of the bill and keep track of their record.
8. Once your customer has reviewed the bill and verified that all the details are accurate, they can change the status from "Draft" to "Ready" by clicking on the "Mark as Ready" icon.
