Written by Trevor Smith
Category: category : ERP Next
Last Updated: 15 April 2020
How can customers view their invoices in ERP Next?
Bench version 5.0.0
ERP Next version 12.6.0
Frappe version 12.4.1
- Create customer
- Create user
- Apply permissions to the user
- Add website user to the customer
- Create and submit invoice
- Log on as the user
In your ERP Next dash, go to : Selling>CUstomer>Create new customer
Enter details like name, type and email etc - once saved this will create a contact in CRM
go to: Users and Permissions>User>Create new user
Enter email, first name and last name, uncheck “send welcome email” - once saved this will create a contact in CRM - by default a new user will be type “website user”
Click on the created user and add a password under “change password”
Apply permissions to user
Click on the user created and scroll down to roles - check the “customer” checkbox - save.
Add website user to the customer
Go to: CRM>Contact and pick the website user created - scroll down to “reference” and add row
Link document type is “customer” then pick the relevant customer - save
To check this
go to:Selling>Customer>pick the customer and scroll down to “Address and contact” - you should see that the webuser contact has been added.
Create and submit invoice
Note: This assumes you have created at least one item to add
Create the invoice using:
Selling>Sales Invoice>New - Pick customer, add items and save - submit the invoice.
If you now log on as the website user go to:
My account - click on invoices in the left sidebar - You should see the created invoice!
Note: the only options by default are to read OR print