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