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3. Configuring xTuple Connect to Send Electronic Invoices
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3. Configuring xTuple Connect to Send Electronic Invoices

3.1. Review Customer Form Assignments
3.2. Create a Simple EDI Profile
3.2.1. EDI Tokens
3.2.2. EDI Forms
3.3. Setting Up a Customer to Use A Profile

Now that you see how simple it is to send an Invoice by email, here is a description of how to set up xTuple Connect to do this. The configuration process has three basic steps:

  1. Review Customer Form Assignments

  2. Create an EDI Profile describing what to send and how

  3. Set up the Customer to receive the email

The example in this section is very simple and illustrates only one way to set up xTuple Connect to send EDI. See Chapter 5, Advanced EDI for more sophisticated examples, including xTuple recommendations.

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2. Receiving Invoice Emails with Attachments Home 3.1. Review Customer Form Assignments