Setting up a customer eInvoice

If a customer in your ERP does not conform to the default setting as specified in the Default Invoice Type option, you must configure the override details in the Customer eInvoice Maintenance window.
  1. In the accordion panel, click Settings.
  2. Select the Accounting Entity from the list, then click Customer eInvoice Maintenance.
  3. To add a new customer:
    1. Click ADD.
    2. Specify this information:
      Party ID
      Specify the customer code held in your ERP.
      Party Type
      Specify Customer.
      Name
      Specify a name for the entity.
      Output Type
      Select eInvoice Type.

      The Output Type Description is filled based on your selected output type.

    3. Click SAVE.
  4. To modify customer information:
    1. Select a customer record.
    2. Click MODIFY.
    3. Update the eInvoice Type field. Click SAVE.
  5. To delete customer information, select a record from the Customer eInvoice Maintenance screen list and click DELETE.
  6. Click the Close icon.