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Invoicing is accessed through the Invoices module as shown below.
The essentials
Before you can start using the module, there is a configuration that needs to be in place.
The essential function is:
- Export method
Export method
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Setting up the export method
The most important configuration is the configuration of how invoice lines are exported. This is setup in the menu CONFIGURATION > EXPORT METHOD in the Invoice module, but if you are using an integration like Economic or C5 or Proforma etc, then this is handled automatically by the integration. Without an integration you will have to configure the export method as described here: Export method .
When using modern integrations the export happens automatically whenever there is a change to the invoice. When using "legacy" integrations you can either setup automatic export (and import) at regular intervals, or you can manually export any changes by clicking on the Do export button the in System module.