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