Can I add other email addresses to receive e-invoices to?
Yes you can add multiple email addresses to receive e-invoices to, however they need to be added to Promis and then verified for security reasons.
Go to 'MANAGE ORGANISATION' using the hamburger menu on the top right-hand side.
On the sixth tab called 'VERIFIED EMAILS', you can add new emails and then verify them. Click on the green 'Add Email' button.
If you have more than one organisation in Promis, you can also allocate an email address as the default to a specific organisation by clicking the drop-down arrow under 'Default Organisation'.
Can I receive e-invoices as well as send them?
Absolutely, once you are set up in Promis you can both send and receive invoices. Make sure you invite your clients & suppliers to register with Promis so that you can benefit from the time and cost savings associated with e-invoicing. The more ...
Sending a new invoice Create a new invoice in your accounting software as you would usually and then send via email. If your client is e-invoicing enabled it will be sent as an e-invoice. The example below is taken from Xero. Viewing current invoices ...
What is e-invoicing?
E-invoicing is an automated direct exchange of invoices between a supplier’s and a client’s accounting software systems, removing the need for manual invoice creation, and paper and PDF invoices. It is NOT emailing PDFs or a link to a web-based ...
How do I add or remove a user? How can I change user access levels?
Adding or removing users If you have 'Subscriber' user access level in Promis you can add or remove other users, and assign user access levels. Go to 'MANAGE ORGANISATION' using the hamburger menu on the top right-hand side. Go to the fourth tab ...
How do I invite my clients to join Promis?
The benefits of using Promis as a supplier grow exponentially the more clients are using the same platform. To invite more CLIENTS go to the hamburger menu on the top right and select the menu item 'SEND INVOICES' and click on 'INVITE CLIENTS'. You ...