Navigate to Network⇒Invoice⇒Integration

Select your accounts package from the drop down list labelled Export to. If your accounts package is not listed, please contact our support team to arrange setup.

In the Export Contents drop down list select which type of transactions you would like to export.

The options are Standard invoice/credits, Pro-forma invoices/credits, Both standard and pro forma invoicves/credits or Purchase invoices

Then choose the date range for the transactions you wish to export using the drop down boxes labelled Invoice Date. All relevant transactions between these two dates that have not previously been exported will be included.

Then click the Export button.

NOTE – Each exported batch is assigned a reference number which will allow you to re-export batches as necessary and will be noted against each invoice/credit note for traceability.

A .csv file of the transactions will be generated. You will be prompted to save the .csv file onto your computer. Navigate to a suitable location and click Save.

Your document will now be saved and ready for you to import into your accounts package. Please see your accounts package manual for details on how to import.

NOTE – it is not advised to open .csv files using Excel as this can cause problems with the data  (Excel drops any 0s at the beginning of a number, which for dates 1st-9th can be an issue). If you wish to check the content of the export before importing it to your accounts package, a program such as Notepad is preferable.