Configure a sales contact profile for project invoicing

In a sales contact profile you can specify a number of settings which apply to the sales contacts that are linked (or will be linked) to the profile. You specify settings for journalising invoices and you link the reports that Profit should use for the order process and invoicing.

Which report layout Profit uses to print the invoice, depends on your settings according to the hierarchy that Profit checks.

To configure a sales contact profile for project invoicing:

Go to: General / Configuration / Integration settings / Sales contact profile.
Open the properties of the sales contact profile. that is linked to the sales contacts.
Depending on the situation, you use your own sales contact profile or the default sales contact profile. This is the sales contact profile with the asterisks (*****).
Go to the tab: General.
If applicable, select a deviating administration in the Administration field to have Profit post the journal entries in another administration.
Often, the journals are already set in the Integration type. If applicable select deviating journals for the journal entries for the invoices in Profit Financieel.
If you do not complete these fields, Profit reverts to the settings of the integration type. The journal applies to all sales contacts; you cannot deviate per integration type.
If you want to convert sales orders directly into purchase orders using the order proposal, select the Purchase per sales order check box. After adding the purchase order, all lines from the sales order are linked to the purchase order lines.
Select the Collect orders on packing slip check box if you want to collect the orders that you deliver to a sales contact on a single packing slip.
Select the Collect on invoice check box if you want to generate collection invoices, in which case Profit puts all the packing slips for a sales contact on a single invoice, for example, collected by week. Profit also uses this to collect subscription invoices and project invoices for each sales contact on a single invoice.
Select the Collect per project check box if you want to generate collection invoices, but only if you use the integration with Order Management.
Go to the tab: Report invoice.
Check/select the reports you want to use.
Go to the tab: Invoice message template.
Check/select the e-mail message templates if you want to use e-mails to issue the reports.
Click on: OK.