Prepare to use electronic invoices for customers

If the organisation number and the VAT registration number does not exist in the AutoInvoice portal, you have to select the Send to AutoInvoice check box manually in the Customers (AR303000) window.

The setting in the Sales invoices (AR301000) window is set dependent on the customer setting, so that all invoices you send to your customer will automatically be sent as electronic invoices via AutoInvoice if this check box is selected.

If you for some reason cannot send one particular invoice electronically to a customer, you can send it either by email or regular mail; you go to the Sales invoices (AR301000) window on the Invoice address tab, and deselect the Send to AutoInvoice option.

The following procedures describe how you set up AutoInvoice for a new or for an existing customer.

Prepare to use AutoInvoice for a new customer

Prepare to use AutoInvoice for an existing customer

Related pages

Concepts

• About customer account setup
• About preliminary configuration

Tasks

• Make customer-specific changes
• Delete customer
• Create a customer
• Set customer print and email preferences
• Enable write-offs for customer
• Set up e-mail invoices for one customer
• Configure mailing settings for dunning letters for a customer
• Set up invoice mailing for a customer
• Add a payment method and a bank account to a customer
• Add delivery settings for a customer
• Add general information for a customer
• Add invoicing settings for a customer

Windows

• Customers (AR303000)
• Customer ledger preferences (AR101000)