Link a course invoice layout to a sales contact profile

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.

To configure a sales contact profile for course invoicing:

  1. Go to: General / Configuration / Integration settings / Sales contact profile.
  2. Click on: New.

    You can also open the properties of an existing sales contact profile.

  3. Go to the tab: Report invoice.
  4. Select a value for Course invoice.

    A course invoice for a sales contact that is linked to this profile will be printed using this layout.

  5. Go to the tab: Invoice message template.
  6. Select a value for Course invoice.

    This message template is the e-mail message that you send with the PDF report or e-invoice as an attachment.

  7. Click on: OK.

Directly to

  1. Configure the course invoicing
  2. Activate the course invoicing
  3. Set up the course invoicing
  4. Course invoice numbering
  5. Add general ledger accounts for course journal entries
  6. Add a journal for course journalising
  7. Add an integration type for courses
  8. Link a course layout to a sales contact profile