How do I integrate Business Pilot with Blink Payment?
This integration connects the Business Pilot system with the Blink Payment platform to help make managing your payments easier. In order to set-up this integration,
This integration connects the Business Pilot system with the Blink Payment platform to help make managing your payments easier. In order to set-up this integration,
We have made it easy to integrate Business Pilot with Xero. You can choose between a direct (automatic) integration using our Xero API, or use
We have designed exports for Sage to make it easy to integrate Business Pilot with your accounting software. Besides combining the key features of both
To Do This: Within your dashboard, select the question mark in the top right-hand side of the screen and ‘Contact Live Support’. Enter your name,
To Do This: If you have an outstanding amount you need to clear, the Write Off function is best used to clear this. Within your
To Do This: Within your Contract, head to the Invoices tab. Select ‘+ Add Invoice’ and select ‘Credit’ as your Invoice Type. Select an ‘Invoice
To Do This: In the Main Menu, head to the Admin section and select ‘Manage Nominal Codes’. Select ‘+ Add New’. Enter the Code and
To Do This: In the Main Menu, head to the Admin section and select ‘Manage Targets’. Select ‘+ Add Monthly Targets’. Select the calendar icon
To Do This: In the Main Menu, head to the Admin section and select ‘Manage Invoice Types’. Select ‘+ Add New’. Enter the Invoice Type
To Do This: Add a payment against the invoice as normal. Always remember to save the details. Head to your Templates tab and select ‘Customer
To do this: Within your Contact, scroll down to the bottom and under ‘Accounts Reference’, enter the reference for the Customer or Supplier from your
To do this: Within the Invoices tab, select Add Invoice. Select ‘Credit’ as your Invoice Type and enter the date you’d like to raise it.
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