When preparing invoices to be sent via email, you can now define which additional attachments will be transferred into the invoice email from the eFile.

This concerns

the automatic email delivery in the outgoing invoicing for a specific address,
the feature on the Invoicing tab with the entry Send voucher by email and
the Calculation tab.

Contents

Basic data
Invoice attachments sub tab in General tab in ADDRESSES Form categories in ADMIN

Basic data settings

ADMIN → FORMS → FORM CATEGORIES

Use the field Behavior when sending mails in the basic data FORM CATEGORIES.

ADDRESSES → General tab → Invoice attachments sub tab → Form category field

Per address, you can now define when every form rule is to apply.

You can enter the client, voucher and invoice type, mode, sector, branch, AWB or B/L type, main and sub department.

Form category is the only required field.

Double click on the Form category field to open a new mask.
This mask also contains a roll area.
→ Per form category, you can define how the application is to act.

→ In the field Settings you can choose between: BLOCK, CONFIRM, IGNORE.

I. Automatically add attachments from eFile

Basic data settings

ADMIN → FORMS → FORM CATEGORIES

ADDRESSES → General tab → Invoice attachments sub tab → Form category field