How do I invite my suppliers to join Promis?
The benefits of using Promis as a client grow exponentially the more suppliers are using the same platform.
To invite more SUPPLIERS go to the hamburger menu on the top right and select the menu item 'RECEIVE BILLS' and click on 'INVITE SUPPLIERS'.
You are redirected to a page where you can tailor an email to send to your suppliers.
Promis will have uploaded your contacts from your accounting software. From this list you can:
- Search for a particular contact to invite into Promis.
- Select a number of contacts to mass invite into Promis.
- Fill in an email address for those clients who didn't have one in the accounting software.
- Add a contact that wasn't in your accounting software.
Then click 'SEND' to invite them into Promis.
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 ...
How to sign up for Promis
Get started To get started, click the orange 'Get Started' button on the top of the screen. STEP 1 - Start e-invoicing Enter the email address which you want to use to log in to Promis and verify that you are not a robot by ticking reCAPTCHA. STEP 2 ...
How do I get support for using Promis?
There are a number of ways that you can get support from the Promis team. 1. Self-help using the Support knowledgebase Answers to many of your questions can be addressed immediately by going to the 'Support' area of the Promis website. It is in the ...
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 ...
Can I stop Promis from having access to my accounting software once connected?
Absolutely. Should you decide to cancel your account with Promis you can remove access to your accounting software first if you want. Go to 'MANAGE ORGANISATION' using the hamburger menu on the top right-hand side. On the first 'MANAGE' tab at the ...