Set up the customer for electronic invoicing

On the Customer card, on the Invoicing tab, you can enter the data related to electronic invoicing:

Electronic Document Consent: From the drop-down menu, you can select whether the given customer has consented to the electronic document management process. Options:

• No information (this is the default value, meaning that no feedback has been received from the customer regarding this)
• Accepted (the customer has agreed to receive electronic documents)
• Refused (the customer has refused to receive electronic documents)

When recording a sales or service order/invoice, if the Electronic document consent field on the Customer card is „Accepted”, the document will be issued electronically by default.

Electronic Invoice Email address: Specifies the email address to which the electronic document notification will be sent for the given customer. If multiple email addresses are entered, the email addresses must be separated by a semicolon (;).

Send Invoice To Order Address: This field is used if you want the electronic document notification to be sent to the email address specified on the order. This setting allows you to send a notification about the issued electronic document to a different address for each order for a given customer.