Assign E-document packages to Customers

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

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. 

Note: E-document package defining in a customer record is very important because without defining the package in the customer record the invoice won’t display the generate e-document button.

Also for pdf generation of the e-document check the generate PDF checkbox.