PayTraq Direct. How to send an e-invoice?

If both you and your client work with PayTraq, you can start using PayTraq Direct to automatically send your e-invoices directly to your client’s Purchase Inbox.

You can set up PayTraq Direct in just a few steps

On the client side

  • PayTraq Direct channel should be enabled in Purchase Inbox

On your side

  • Get your client’s Channel ID and use it to activate e-invoice sending option for this client by going to the PayTraq Direct tab on the client card.
By activating PayTraq Direct for the client, you will be able to send e-invoices to this client directly from the form of your document. 
Recurring invoices will be also delivered to this client as e-invoices in case they are sent by email as well.

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