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Configure a creditor for payment specification by e-mail

At the creditor level you can specify that you want to send the payment specification by e-mail.

To configure a creditor for payment specification by e-mail:

  1. Go to: Financial / Creditor / Creditor.
  2. Open the properties of the creditor.
  3. Check if the Work e-mail has been completed.

    If you want to use the e-mail address of the contact person, complete the Work e-mail field on the Contacts tab in the properties of the contact person.

  4. Go to the tab: General.
  5. Check or change the preferred supply type and preferred contact.

    If you want to deviate from this, you can set up a different supply type and different contact person for each specific report to be issued on the Digital tab.

  6. Go to the tab: Payment and select the Automatic payment andPayment specification check boxes. Lines that are not compressed will not appear on the payment specification.
  7. Go to the tab: Digital.
  8. Click on the action: Maintain.

    At the top of the entry layout you can see the general settings concerning the supply type and contact for this creditor.

  9. In Report type:, select Payment specification.
  10. Select the supply type Print and e-mail PDF.
  11. Select the contact person you want to e-mail the payment specification to.

    If an e-mail address has not been set for this contact person, Profit will use the general e-mail address of the creditor.

  12. Click on: Finish.
  13. Click on: OK.

Directly to

  1. Configure payment specification sending by e-mail
  2. Set up the e-mail server and the sender e-mail address
  3. Set up the report layout for the order letter, payment proposal and payment specification
  4. Configure the message template and specification report for the bank account number
  5. Configure a creditor for payment specification by e-mail


Automatic payments