Setting Automatic Selection of E-document Template and Sending Method on Transactions
Invoices and credit memos that you want to generate the outbound e-documents of must be associated with the outbound e-document template and sending method. Because there is only one outbound template and one sending method that you can associated with a customer or vendor, you can set automatic selection of that template and sending method on every transaction of the customer or vendor that you want to certify by ZATCA.
To automatically select the e-document template and sending method on transactions:
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As administrator, edit a customer or vendor record whose transactions you want to generate the e-documents of.
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Enter the customer VAT number. The VAT number is required.
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Enter the customer's Saudi Arabian mailing address.
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Go to the E-Document subtab.
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In the E-Document Package dropdown, select Saudi Arabia ZATCA E-Document Package.
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Check the Template and Sending Method Auto-selection box.
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Click Save.
The template and sending method will be automatically selected as the default value of the E-Document Template and E-Document Sending Method fields on the transaction records of the customer or vendor.