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.