Invoice Exports¶

We have a functionality that can send invoice files to the customer's FTP folder.

An invoice file template (xls, csv, xml) should be added to the 'Invoice File Layout' system table:

FTP details where the invoice file will be exported should be added to the customer records:

Create and process a test order, then post an invoice:

Click on the 'Financials > Export Invoices':

Check the FTP folder:

It is possible to set up an automated task to run this on a daily basis and export any new invoices that are now Invoice Posted.