Set up invoice mailing for a customer

Before you start

If you are setting up invoice mailings settings for a number of customers, you can consider to do this in the Customer classes (AR201000) window, see Set up invoice mailing for a customer class.

1. Go to the Customers (AR303000) window.
2. In the Customer number field, select the customer for which you want to configure the mailing.
3. Go to the Mailing settings tab.
4. In the Mailings table, click and select INVOICE on the new row.
5. In the Email account column, select the email account from which the invoices will be sent.
6. In the Report column, select the report to be used for generating the invoices, which will be sent as an attachment.
7. In the Notification template column, select the InvoiceNotification template, which will be used to compose the body of the email.
8. In the Format column, select the attachment format.

9. Select the Active check box for the mailing.
10. In the Recipients table, click .
11. In the Contact type column, select Invoicing.

12. Click .