Invoicing - Exporting functionality
This way of handling invoice lines is used when Microbizz isn't configured to use an integration and when the Invoice in MB setting is disabled; instead Microbizz can only export invoice lines in various ways: as a CSV file, to Economic, to Fortnox etc.
Invoice lines are created when invoicing a task, and may also be created manually when exporting. The invoice lines that are ready for export can be seen by selecting the EXPORT menu item in the Invoices module; here you may create, edit and delete invoice lines, and export selected lines.
Export
In this section, all invoice lines that are ready for export are shown.
By clicking the , you will be presented with the following screen:
When creating an invoice line there are different information that need to be taken into account. They are as follows:
Customer: The customer you want to invoice. Choose from the companies you have registered in the CRM module
Invoice date: The date for the invoice
Line: The services or products you have available for your customers
Product no.: Give the invoice line a product number to identify it by
Count: The amount of the service or product
Unit: Here you can choose which unit the invoice line should be e.g. pieces.
Unit price: The price for each unit
Equipment: The equipment used in conjunction with the service or product
Custom text 1: Here you can type in a custom text to attach to the invoice line
Custom text 2: Here you can type in another custom text to attach to the invoice line
After creating the invoice lines you want, you can see them all as a list, ready for export. Clicking the lines enables you to choose the ones that you wish to export, and is accomplished by clicking on the Export button:
You can also delete the invoice lines made by mistake or are simply not needed. This is done by selecting them, followed by pressing the Delete selected button.
When invoicing lines are exported, a list will appear, showing how many of them that are completed, along with which of them that might have failed.
See failed
In this section, all the invoice lines that failed during export are shown.
As in the previous section, you can Create invoice line, Export and Delete selected. For more information on these, please refer to them in the beginning of this page.
Re-export
Here, all the invoice lines that were successfully exported are shown.
As in the previous section, you can Create invoice line. For more information on this, please refer to it in the beginning of this page. The Re-export button does the same as the Export button i.e. exporting any invoice line you may have selected.