Sales contact profile for a subscription

You configure the sales contact profile for subscriptions as regards the reports, message templates and whether or not invoices are collected.

Description

In the sales contact profile you set the invoice layout (report) that you want to use. If you e-mail reports, you also set the message template that Profit must use for (pro forma) subscription invoices. In addition, if you use e-invoicing you must always enter the bank account to be used for e-invoicing.

Furthermore, in the sales contact profile you can determine whether you want to collect subscriptions per debtor when invoicing.

Procedure

• Report and message template for subscriptions

  In the sales contact profile you can determine which reports and message templates Profit should use for the subscription invoices. For e-invoicing you must also complete the Invoice bank acc..

• Set up the collecting of subscription invoices

  You can collect the subscription invoices for each sales contact. You set this up via the sales contact profile.