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:

1. Go to:
   • Order Management / Purchase / Purchase contact
   • Financial / Creditor / Creditor
2. Go to the tab: General.
3. In Preferred issue method, select how this contact wants to receive his reports:
   • Print
   • Print and e-mail PDF
   • E-mail PDF
   • E-mail PDF + invoice as e-invoice.

     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.

4. In Preferred contact, select the contact from the contact persons at this organisation that you want to set up as a general contact.
5. Click on: Finish.