Choose invoice recipients for sales orders #
When using Zoho Books with ALIX, it is possible to choose who will receive sales order invoices via email. The two possible options are:
| Default contacts | Invoice contacts (or main contact if non invoice contacts) and sales order contact |
| Invoice contacts only | Invoice contacts only |
To learn how to select invoice contacts, click here.
- From the menu on the left, choose Sales -> Customers.
- Click on the desired client. This customer’s information appears on the screen.
- Click Edit in the top right.
- Select the invoice recipients.
- When you are finished making changes, click Save in the top right corner.
Add a tax ID number for customers #
-> Available from ALIX 11.20.0. How do I find out the current version?
The tax ID number is an identifier related to taxes and tax obligations.
When entered, this field appears in shipments to this customer, in the Transport and Packing slip tabs.
Transport tab :
Packing slip tab :
- From the menu on the left, choose Sales -> Customers.
- Click on the desired client. This customer’s information appears on the screen.
- Click Edit in the top right.
- Enter the tax ID number.
- When you are finished making changes, click Save in the top right corner.
