Customer and Vendor Setup
Customer-Specific Settings
Access via DEXPRO eInvoice Setup → Customer Setup
Configuration Options:
- Override Email: Use different email than default
- Automatic Processing: Enable/disable automatic document sending
- Sending Profile: Default format for this customer
- Buyer Reference: Customer-specific reference requirements
Vendor-Specific Settings
Similar configuration available for vendors for purchase credit memos.
Email Templates
The system uses Word-based email templates:
Available Templates:
- SalesInvoiceEmail.docx: Sales invoice emails
- SalesCreditMemoEmail.docx: Sales credit memo emails
- ServiceInvoiceEmail.docx: Service invoice emails
- PurchaseCreditMemoEmail.docx: Purchase credit memo emails
Template Features:
- Professional formatting
- Dynamic content insertion
- Company branding
- Multi-language support
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