Bukku Connect allows you to send invoices across to another party as supplier bill automagically between other Bukku users. This process is automated, making it easier and more efficient for users to manage their invoices and payments with their suppliers.
Share your Bukku Key with your supplier who is also using Bukku and get connected. Your unique Bukku Key can be found under your Control panel > Company Profile > General.
How to get connected with your customer?
Scenario:
You issue an invoice to your customer with the details below:
Contact Name: Danny Consultancy Sdn Bhd
Item: Macbook
Quantity: 1
Unit Price: RM 4,300.00
Term: NET30
To get connected, please follow the step below:
1. Go to Contacts > +New
2. Create a contact information for Danny Consultancy Sdn Bhd. You can follow the steps outlined in this article: https://intercom.help/bukku/en/articles/5947579-how-to-create-a-new-contact
Once you have created the contact information for Danny Consultancy Sdn Bhd, please remember to scroll down to the Other Information section and enter the Bukku Key.
3. Next, record a sales invoice by going to Sales > Invoices > +New.
4. Once you are on the Sales Invoices page, choose the Bukku Connect Customer from the customer list (On this scenario - Danny Consultancy Sdn Bhd). Then, proceed to record the invoice as usual by adding the items, quantities, and prices to the invoice.
If you need guidance on how to create an invoice in Bukku, you can refer the article here https://intercom.help/bukku/en/articles/5882628-creating-a-sales-invoice
5. After you have finished recording the invoice, click on the Save button, and the message below will prompted. Click on OK.
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
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.
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.
