Provide Supplier or Customers CSV files with their transactions…
Weather you’re sending Customer invoices or the Supplier Orders, it often helps the recipient to be able to Import the file into their software. For Supplier Orders it means the supplier may get the order into their system faster and get your goods shipped. For your customers, it’s all about simplifying the purchasing process. This video demonstrates setting up a Default CSV Template and also being able to set up dedicated templates for your suppliers or customers to suite their software.
