If you want to use electronic invoicing for a customer, you must first enable it.
Prerequisites
The customer record already exists
Procedure in the FM Portal
Path to the starting point: Property Management - Property Accounting/Cost Entry - Customers - Customer List
Open the customer for whom you want to activate electronic invoicing.
In the Details section, check the box for the Invoice Dispatch feature.
Click Save in the toolbar.
Electronic invoicing has been enabled for the customer. You must now set up electronic invoicing for the customer.
Tip: If electronic invoicing is enabled for a customer, the outgoing invoice workflow ensures that the invoice is sent via email by allowing the transition to the "Invoice Dispatch via Email" workflow step only after a successful validation.
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