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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:

Template Features:

  • Professional formatting
  • Dynamic content insertion
  • Company branding
  • Multi-language support