Billx uses the ABN of the Business to match invoices.
It is important that you add your customer's ABN and email address to the contact details in your accounting software. When you initially register with Billx, a Health Check report is generated to inform you of your contact records that are missing these details. To take full advantage of Billx's powerful automation, you will need to update your contact records to include their ABN & email address.
If you create an invoice for a Customer with a valid ABN, but no email address in the accounting software contact details, Billx will check to see if the ABN already exists in Billx. If the Customer on the invoice has joined the Billx community, then the invoice will be sent on through Billx. If not, you will be sent an email notifying you that you need to add an email address for the customer.
If you create an invoice with a valid email address, but no ABN, Billx will automatically send an invitation (this setting can be deactivated if you want) to your customer to either link the invoice to their Billx account or create a 28 day free trial subscription with Billx.
If you create an invoice with no valid email address and no ABN, this is an incomplete invoice and Billx will not be able to send this invoice. You will be notified by email reminding you that you need to add the ABN and email address for the invoice to be exported successfully.