Bookkeeping softwares

This section explains how to enable UBL in various bookkeeping softwares.

SnelStart web

  1. Go to Relationships
  2. Click on Customers
  3. Open the customer
  4. Click Change
  5. Click on the E-Mail button
  6. Check the box next to“Send UBL file along“
  7. Put the Centrop ubl e-mail address in the CC Field.
  8. Click Save

From now on, all invoices sent to this customer will also be sent and processed to Centrop.

Add member number as order reference

When creating the invoice, click on the “Order Reference” link in step two. Enter the member number here.

Exact online

  1. Go to Relationships ==> Customers ==> Overview
  2. Click the Name of the relation to whom you want to send an invoice.
  3. At the top of the page, click the Edit button
  4. Scroll down to the Sales section
  5. Make sure “Method for sending invoices” is set to E-Mail
  6. Click on the magnifying glass and check the UBL box (Do not turn off PDF)
  7. Click Save at the top of the page

Now when you send an invoice from Exact online, it’s important that in the email screen, next to the email address, you click on CC or BCC. Here you enter Centrop’s e-mail address so the invoice will be sent to your customer and to Centrop.

Add member number as order reference

Click here for an explanation

AFAS Profit

To set up UBL in AFAS Profit, please refer to the AFAS website.

Click here to open the website explaining UBL

Moneybird

  1. Hover your mouse over “Search or navigate” to open the menu
  2. Click on Contacts
  3. Click on the customer’s name
  4. Click on Contact Details
  5. Click on shipping method to add it or click Edit if it already exists
  6. Set the shipping method to E-mail
  7. Under e-mail address invoices, enter the Centrop address by typing a comma after the customer’s mail address and then the Centrop address.
  8. Make sure the “Add UBL Invoice” option is set to Yes
  9. Click Save

From now on, all invoices sent to this customer will also be sent and processed to Centrop.

Visma AccountView (Offline)

UBL is supported in Accountview Teams starting with the Invoicing II module.

Per relation and document (e.g. per invoice or per order form) you can define the recipients, as well as who should receive a copy (CC) or a blind copy (BCC), if any. In purchase orders and sales orders, the email addresses set for the purchase order and order confirmation will be displayed and can also be modified on a per-order basis.

The full explanation of setting up UBL including setting up the CC address is on this page of the Visma site.