Process incoming documents first
Review Peppol Inbox and work-folder documents, import valid purchase invoices, then register payments or comments while the context is fresh.
BPS Pro documentation
Help for daily invoicing and administration.
Use this help center as the online BPS Pro manual. Learn the recommended workflow, set up your company details, manage customers and suppliers, create invoices, process purchase invoices, use Peppol, follow payments, recover expenses, and keep documents organized.
Search the manual
Find the workflow you need.
BPS Pro is broad, but the documentation is split by the way people actually work: setup, relations, sales, purchases, payments, Peppol, planning, documents, and follow-up.
01 Setup
Getting started
Set up company details, invoice settings, users, email sending, Peppol status, and the recommended daily workflow.
02 RelationsCustomers & companies
Manage companies, private customers, suppliers, subcontractors, workers, addresses, VAT numbers, contacts, and bank accounts.
03 SalesSales invoices
Create invoices and credit notes, apply discounts or guarantees, send documents, register payments, and follow overdue invoices.
04 PurchasesPurchase invoices
Import or register supplier documents, process credit notes, payment documents, fines, due dates, comments, and attachments.
05 RecoveryExpenses & re-invoicing
Register recoverable costs, hold expenses, combine expenses, create re-invoices, credit amounts, and track remaining balances.
06 OperationsPlanning & subcontractors
Plan workers, manage subcontractors and documents, track hours, create performance records, and prepare progress reports.
07 FilesAttachments & documents
Use the work folder, upload links, document categories, PDF processing, attachment search, and document organization routines.
08 NetworkPeppol & accounting portal
Activate Peppol, send and receive e-invoices, import incoming UBL documents, and give accountants protected portal access.
09 Follow-upFinancial overview & payments
Understand receivables, payables, revenue, cash flow, payment plans, due dates, paid status, and attention items.
10 AutomationRecurring invoices
Create invoice templates with frequency settings, next invoice dates, remaining counts, and optional automatic sending.
11 FAQFrequently asked questions
Quick answers for creating your first invoice, registering payments, importing purchase invoices, Peppol, and overdue follow-up.
Recommended workflow
A practical daily rhythm.
Most teams get the best result by keeping the source data clean first, then using BPS Pro's financial and operational flows to reduce repeated entry.
Review payments and due dates
Use purchase and sales filters, reminders, payment plans, and the financial overview to decide which invoices need attention.
Check relations and recoverable costs
Confirm VAT numbers, Peppol IDs, addresses, expense balances, and planning records before creating final invoices or re-invoices.
Need the product?
Use the manual while testing BPS Pro.
Start with invoicing and administration, then use the documentation to expand into Peppol, planning, expenses, documents, and financial follow-up.