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Set the general preference for the issue method and contact for a sales contact

At the sales contact level, you can set a preference for e-mailing or printing. You also specify a preferred contact person for the sales contact.

To set a general preference for e-mailing or printing and the general contact:

  1. Go to:
    • Order Management / Sales / Sales contact
    • Financial / Debtor / Debtor
  2. Open the properties of the sales contact.
  3. Go to the tab: General.
  4. In Preferred issue method, select how this contact wants to receive his reports:
    • E-mail PDF
    • E-mail PDF + invoice as e-invoice

      If you select this option, in addition to a PDF file, Profit will also issue an e-invoice (in a UBL file) for all invoice types. However, using this setting Profit will only send an e-mail with a PDF file for a quotation, for example.

    • Print
    • Print and e-mail PDF.
  5. In Preferred contact, select the contact from the contact persons at this organisation that you want to set up as a general contact.
  6. If necessary, set a deviating issue method and/or contact person per report type on the Digital tab.

    If you have used the Digital tab to set a different issue method for a specific report type, the report is issued by this deviating issue method and not by the Preferred issue method on the General tab.

  7. If necessary, specify that a contact person should receive a report type for information only (as a Carbon Copy).
  8. Click on: Finish.

Directly to

  1. Configure e-mailing and printing for a sales contact
  2. Change/add reports
  3. Authorisation for e-mailing reports
  4. Set the e-mail server and sender
  5. Change a message template
  6. Configure e-invoicing
  7. Set default reports in a sales contact profile
  8. Set a general preference for e-mailing or printing and a general contact for a sales contact
  9. Record a deviating issue method and/or contact per report type
  10. Record a CC recipient per report type
  11. E-mail and/or print a report (usage)

Process

Set a sales contact preference

Work area

app