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In Microbizz, there are different methods you can export invoice lines.


SCREENSHOT


You can choose between the following settings:

  • 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

Send to Economic

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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:
  • No labels