Set up for company

To use electronic invoicing for a company, you must configure the email settings for the various use cases for that company.

Procedure in the FM Portal

Path to the starting point: System Control - Basic Data - Basic Information - Companies

Open the data record for the company for which you want to set up electronic invoicing.
If you want to set up a CC recipient for the emails when sending invoices, e.g., your accounting department’s central email inbox, enter its email address in the CC Recipient field under the Electronic Invoice Dispatch section.
Click the New icon next to the Email Header field. A new form opens.
Enter the mail code for invoice sending.
Click Save in the toolbar.
In the Mail Texts section, click New....
Enter the value “de” in the Language field.
If you want to set up invoice sending for cost recording (outgoing invoices and invoices for operating cost adjustments), select "Cost Recording" in the Application field. If you want to configure invoice sending for the debit position, select "Rental."
Customize the email subject and body text as you wish.
Click Save in the toolbar.
Return to the company record. Select the email header you just created.
Click Save in the toolbar.

You can now use electronic invoicing for the company.