Export Invoices |
  
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The EXPORT INVOICES function can export a list of invoices. The most common use for such an exported list is for importing into a third party CRM package. In order to utilize the EXPORT INVOICES tool, web services must be configured within CONFIGURE SYSTEM SETTINGS > SYSTEM > Web Services. Contact Auditdata for assistance with web service calls for CRM integrations.
This EXPORT INVOICES function is designed to list invoices matching the following criteria:
·Invoices (Invoices/ Returned Invoices/ Repairs/ HSP Claims) that have been processed in Daily Close 3
·Invoices (Invoices/ Returned Invoices/ Repairs/ HSP Claims) that have not been exported through EXPORT INVOICES previously
Under the SETTINGS icon, you can indicate the file path where the generated export file will save to as well.
The screen prompts are:
EXPORT DIRECTORY - The file path listed here references where under SETTINGS (above)
TRX NUMBER (BLANK FOR NEW) - To run the export for new invoices, leave the TRX # blank to generate a new export. Otherwise use the search icon to find a previously created export to re-run.
ALL REGIONS - To run this invoice export for all regions, check this field.
REGION - To run this invoice for a specific region, use the drop-down list to select the region.
Then press CONTINUE to start the export of invoice data.
Click the EXIT icon to close the window.