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  • Method: You can choose between six different ways to export your invoices:
    • Download CSV file
    • Download PDF file
    • Send to Economic: Choosing this method, lets you invoice your customers through E-conomic. You have to fill out the following:
      • User number
      • Username
      • Password
      • Product group
      • Debitor group ID
      • Currency code
    • Send to Fortnox: Choosing this method, lets you invoice your customers through Fortnox. You have to fill out the following:
      • Password
    • Send CSV via FTP: You can finally choose to have your invoice lines exported via mail. All you have to fill out is the following:
      • Server name
      • Username
      • Password
      • Folder
      • Filename
    • Send CSV via mail: You can finally choose to have your invoice lines exported via mail. All you have to fill out is the following:
      • The recipient's name
      • The recipient's email
  • Invoice in MB: Allows you to manage invoices in Microbizz
  • Dataformat: You can choose to export the data in one of the following formats:
    • Standard
    • AMHI
    • BONN
    • MATR
    • DEAS
    • UNIK
    • UNIK2
    Only show latest location: The external id is shown as the tool's number

Send to Economic

SCREENSHOT


In addition to the mandatory fields that has to be filled out (mentioned above), this section has the following settings:

  • Create companies:
  • Create products:
  • Add our reference:
  • Update companies:
  • Invoice email is:
  • Invoice title:
  • Invoice pr. task:
  • Invoice text 1:
  • Task # in text:
  • Employee group ID:
  • Terms of payment:
  • Layout:
  • Standard cashbook:
  • Use department:
  • Copy to our reference:
  • Auto-book invoices:
  • Send invoices from (name):
  • Send invoices from (email):
  • Subject:
  • Standard invoice text:
  • Repeat: You can choose how often Microbizz should automatically export invoices. There are many periods you can choose from such as:
    • Once only
    • Daily
    • Weekly
    • Monthly
    • Yearly
    • Every "N" days
    • Weekly, in even weeks
    • Annually, odd years
    • Etc.
  • Handle public holidays: You can choose how often Microbizz should automatically export invoices during public holidays. You can choose one of the following options:
    • Allow holidays
    • Exclude holidays (use global setting)
    • Skip to next working day
  • Time: 

Send to Fortnox

SCREENSHOT


In addition to the mandatory fields that has to be filled out (mentioned above), this section has the following settings:

  • Create companies:
  • Create products:
  • Add our reference: