Who BPS Pro is for
BPS Pro supports small and medium-sized businesses, freelancers, service companies, construction teams, contractors, consultants, and administrative teams that need structured invoicing and follow-up. It handles both business customers and private customer records, but it is not a consumer self-service portal.
The strongest setup is one where customer data, supplier data, company details, payment terms, and invoice defaults are entered before the first invoice is sent.
Initial setup order
- Company details. Open the organization settings and complete company name, address, VAT number, bank account, contact details, and invoice identity.
- Invoice settings. Review numbering, default due date behavior, email text, payment references, discounts, guarantee or withholding settings, and document output preferences.
- Users and roles. Add the people who need access and keep administrator-only tasks, such as Peppol registration, limited to trusted users.
- Email sending. Connect or verify the mail account used for invoice delivery, reminders, accountant invitations, and document communication.
- Peppol readiness. Check whether your company should send or receive Peppol e-invoices before relying on e-invoice workflows.
- Document folders. Decide where incoming purchase documents, attachments, work-folder files, and accounting documents should be processed.
Recommended daily workflow
Start each day with incoming information: Peppol Inbox, work-folder uploads, purchase invoices, tickets, fines, and payment documents. Then update payment status and comments while the document context is still fresh.
Before creating sales invoices or re-invoices, check customer details, VAT data, Peppol IDs, open expenses, planning records, and attachments. This avoids corrections after a document has already been sent.
Before going live
Create one test customer, supplier, purchase invoice, and sales invoice before entering production data. Check PDF output, email delivery, payment details, numbering, and any Peppol warnings.
If your workflow includes subcontractors, planning, or re-invoicing, also create a small test expense and a test planning record so the team understands how operational data becomes invoiceable data.