Deutsch
|
English

Prepare customer data

Property Management

IC1771
Property Management

To ensure that outgoing invoices are automatically sent to the correct email addresses, you must set the recipients in the customer's company record.

For electronic invoicing, you can use one of two different addresses for the customer:

  • Main address data

For additional addresses, see 📄 Zusatzanschrift anlegen IC2230

Prerequisite

  • The customer's company record exists

Procedure Main address

Path to starting point: Basic Data - Companies & Addresses

  1. Open the company record assigned to the customer.

  2. In the Address section, enter the email address of the primary contact who is to receive the invoice.

  3. Click on Additional Data / Details for the customer in the toolbar.

    Menu of additional data options for a company record, with
    Menu of additional data options for a company record, with "Details zum Debitor [1]" highlighted

  4. In the Details section, check the box for Send invoice by email.

  5. In the E-invoice section, select the desired invoice format.

    Settings dialog showing Details and Billing sections. Checkbox for invoice email enabled. Dropdown for e-invoice format with options visible.
    Settings dialog showing Details and Billing sections. Checkbox for invoice email enabled. Dropdown for e-invoice format with options visible.

  6. Click Save in the toolbar.

When sending invoices electronically, the contacts for whom invoice receipt has been set up will receive an email with the invoice document, provided their email addresses are valid.

Check this out too:

📄 Für Gesellschaft einrichten IC1776

📄 Ausgangsrechnungen für den elektronischen Rechnungsversand bereitstellen IC1769

📄 Elektronischen Rechnungsversand für den Debitor aktivieren IC2275

📄 Elektronischer Rechnungsversand IC1770

📄 Zusatzanschrift anlegen IC2230

To product page
War dieser Artikel hilfreich?