Assigning E-Document Packages to Customers and Vendors

To assign e-document packages to customers and vendors, perform the following steps:

To assign e-document packages to customers:

1. Go to Lists > Relationships > Customers.

2. Select the customer from the list to assign an e–document package.

3. Click the E–Document subtab and select an e–document package from the E–Document Package field.

4. Click Save.

To assign e-document packages to vendors:

1. Go to Lists > Relationships > Vendors.

2. Select the vendor from the list to assign an e–document package.

3. Click the E–Document subtab and select an e–document package from the E–Document Package field.

4. Click Save.

Related Topics

Electronic Invoicing Components for India

Electronic Invoicing Administrator Guide

Electronic Invoicing User Guide

Electronic Invoice Processing Errors

Electronic Invoicing Templates

Electronic Invoicing for India Overview

General Notices