Record invoice sending method etc.

You specify per sales contact the sending method for orders, packing slips and invoices. For example, you can specify that you send orders by e-mail, but invoices by post.

To add a sending method:

  1. Go to:
    • Financial / Debtor / Debtor
    • Order Management / Sales / Sales contact
    • CRM /Organisation/person / Sales contact
    • Subscriptions / Subscription / Sales contact
    • Projects / Project / Sales contact
  2. Open the sales contact.
  3. Go to the tab: Digital.
  4. Complete the fields.
  5. Click on: OK.

 

Directly to

  1. Add or supplement a sales contact/debtor
  2. Add a sales contact
  3. Add a bank account number
  4. Add an IBAN number to a debtor
  5. Block a bank account number of a debtor
  6. Add a sending method
  7. Convert an organisation/person to a debtor
  8. Add a contact
  9. Import contacts for sales contacts
  10. Add a delivery address