Set the general preference for the issue method and contact for a purchase contact
For the purchase contact, you can record the general preference for the issue method: e-mailing or printing. Here you also record the preferred contact person that you can address.
To record the general preference for the issue method and contact person:
- Go to:
- / /
- / /
- Go to the tab: .
, select how this contact wants to receive his reports:
With this last option you issue an e-invoice (in UBL format) for all invoice types. For quotations, etc., only an e-mail message with a PDF is sent..
- In contact persons at this organisation that you want to set up as a general contact. , select the contact from the
- Click on: .