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:
- Go to:
- / /
- / /
- Open the properties of the sales contact.
- Go to the tab: .
, select how this contact wants to receive his reports:
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.
- In contact persons at this organisation that you want to set up as a general contact. , select the contact from the
- If necessary, set a deviating issue method and/or contact person per report type on the tab.
If you have used thetab to set a different issue method for a specific report type, the report is issued by this deviating issue method and not by the on the tab.
- If necessary, specify that a contact person should receive a report type for information only (as a Carbon Copy).
- Click on: .