Setting Up a Customer Record

To setup the customer record:

1. Go to Lists > Relationships > Customers.

2. Click Edit next to the required customer.

3. On the customer record, in the E-Document subtab, do the following:

   • From the E-Document Package list, select North America E-Document Package.

   • Check the Template and Sending Method Auto-selection box.

   Note:

   The template and sending method are automatically selected as the default value of the E-Document Template and E-Document Sending Method fields on the transaction records of the customer.

4. Select the North America Electronic Invoicing subtab.

5. From the North America Mandate Type list, select one of the following mandate type:

   • US-B2B-DBNA

   • US-B2G-DBNA

6. From the North America Identification Type list, select one of the following identification types:

   • Data Universal Numbering System (DUNS)

   • Employee Identification Number (EIN)

   • Global Location Number (GLN)

   • Legal Entity Identifier (LEI)

   • Social Security Number (SSN)

7. In the North America Identification Number field, enter the corresponding identification number based on the identification type you select from the North America Identification Type list.

8. In the Address subtab, add the corresponding billing address of the buyer in North America.

9. Click Save.