Configure Voucher Setup Options in ecount – Printing, Email, SMS, and WhatsApp Settings

This article explains how to configure common voucher settings in ecount, covering numbering, printing, and communication options such as email, SMS, and WhatsApp.

📋 Overview

• Access: Menu → Setup → Voucher Setup
• Applies to all voucher types (Bank Payment, Bank Receipt, Cash Payment, Cash Receipt, GST Expense Entry, etc.)

⚙️ Settings / configuration

• Book Code Required? – toggle to enforce a book code on the voucher.
• Auto Increment No On Save? – enable automatic sequential numbering when saving.
• Document Number/Date Required? – require entry of document number and date.
• Remove Voucher No? – option to hide the system‑generated voucher number.
• Branch Selection Required In Import? – force branch selection during data import.
• Entry Approve Management Required for this Voucher? – require approval workflow.

Terms & Conditions for Voucher Print

• Write custom terms for the printed voucher.
• Print After Save – automatically prints the voucher immediately after saving.
• Don’t Print – shows a popup after save, bypassing the print design selection window.

WhatsApp Options

• Send e‑Invoice After Save – sends the e‑invoice via WhatsApp only after the voucher is saved.
• WhatsApp Registration Template Id – Meta template ID registered in the system.
• Send WhatsApp After Save – auto‑send the message after voucher save.
• WhatsApp Template – content of the message template.
• Don’t Send WhatsApp Attachment – send only text, no PDF attachment.

SMS Options

• Send SMS After Save – triggers SMS sending after voucher save.
• SMS Registration Template ID – template ID registered with the SMS provider.
• SMS Template – content of the SMS message.

Email Options

• Party – specify the recipient party for email communication.
• Send e‑Invoice After Save – attaches e‑invoice to email after saving.
• Send Email After Save – automatically sends email after voucher save.
• Email File Name – use pattern like Invoice_{BVch_no} where BVch_no is the Bill No column.
• Subject – customize email subject using placeholders, e.g., Invoice {BVch_no}_{AccountName}.

💡 Tip: Use placeholders such as {BVch_no} and {AccountName} in file names and subjects to personalize documents automatically.

✅ Summary

• Navigate to Menu → Setup → Voucher Setup.
• Configure required fields (book code, auto increment, document details, etc.).
• Set print behavior and optional terms.
• Define WhatsApp, SMS, and Email templates and when they are sent.
• Save the voucher to apply all configured options.