Invoice Exporting

Owned by James Leeson (Unlicensed)
Jul 16, 2021
2 min read

This page details how administrators can export customer invoices and supplier invoices as .CSV files from Claritum

 

Accessing Invoice Exports

 

  • Invoice Exports can be accessed from ‘Financials > Exports’

  • You will be presented with the invoice export screen

 

Exporting Invoices

 

Claritum will export any customer invoice that has been issues or any supplier invoice that has been received. Once an invoice has been exported it wont be included in any future exports.

  • Claritum will list how many invoices it is ready to export

  • To generate the export file click on the ‘Export Customer Invoice’ or ‘Export Supplier Invoice’ buttons

  • The requested export will be added to the ‘Previous Exports’ table. Depending on your browser you may automatically be prompted to download the exported file