Within TransVirtual you have the ability to password protect your invoices when sent to customers using an agreed password to keep confidential information safe

A password is required to be set for the customer as well as for your account globally so invoices can be accessed if required by staff without using the customer password.

1. Set each customers password via the Customer Card, these can be found by navigating to Home>Card Files>Customer List and double click on the customer to open their card file.

Navigate to the Finance tab of the customer card as below and enter password into field as below

2. In addition to this a global password for internal use will also need to be set

Navigate to Settings>General>Global Setup then within the details tab on the right hand side in the finance section enter a password for internal use by your staff

All invoices now sent out via the EDI will be password protected