Export invoices to accounting-package: flow

How to export your invoices ?

1) Approve to export:

 - Single select: On each invoice you can click on the 'arrow'-button ​​ . Click on that button and it will turn green, make the arrow of every invoice you want to invoice, green: Invoice per invoice 


OR

- Batch select: Select all the invoice at one by clicking on the approve-button:  
Click the beginning and end invoice you want to invoice. 
(Yes, there is a limit of invoices you can approve at once)

2) Export to Accountancy Software: (ex. Exact Online, Winbooks,...)

  1. Click on the 'Export'-button:  
  2. Every 'approved' invoice will be exported.​
    (name on button depends on the package: winbooks, expert M, exact,...)
    Be aware: all invoices stay in the tab 'invoices' and can be exported again when they are still green.

3) Export approved:

  1. Click on the 'Export approved'-button: 
  2. Now you transfer all the exported invoices from the tab 'invoices' to the tab 'Exported': ​ .
    If the invoices are exported and they are in the tab exported, they are not in the tab 'invoices' anymore and can't be exported a second time.  By this button you preserve a good overview.

 

 

 

 

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