Invoice sending method

This section holds significant importance, as it is where you choose the method or network through which invoices are dispatched to this customer. Initially, you need to select one of the options based on the type of customer:

OneExpress (E-mail link)

This choice enables the sending of an email to the client containing a link to the invoice. The recipient simply needs to click on the link to access the invoice within OneExpress, where it can be downloaded.

Attachment by e-mail

This option allows sending an e-mail to the client with the invoice attached. You can also send the invoice in different formats, selecting the one you prefer from the drop-down Transport

Open network (public administrations and Peppol)

This feature enables you to dispatch electronic invoices to the primary open networks embraced by public administrations in various countries, as well as to private companies mandated by the regulations of their country to send or receive electronic invoices. After selecting this option, you must choose the destination for the invoice through the dropdown menu

• Peppol: if you select this option, you must also specify the client’s Peppol identifier. To do this, you must first configure Peppol connection.
• Under Company Peppol ID select the type of identifier from the drop-down menu and then add the Peppol identifier.

Invoice payment method

From this space you can configure a default payment method for the invoices you send to the customer you are creating:

• In the Collection method dropdown, select how you want to receive payment for the invoices.
• In the drop-down Receive payment on this account, select the account number or IBAN where you want to receive the payment.