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When an invoice run is performed, all the invoices on that run will be put under a Batch Number.
this Batch Number is used when reprinting the entire Invoice run, and when exporting the Invoice Data to an external Accounts Package (e.g. Sage, Xero, Quickbooks)
When we open the Export invoices screen the LATEST batch should always show at the top of the grid (providing you have not altered the Grid order)
The grid (in its default form) shows:-
Export Checkbox - Used to select Batch for export
Batch Number - Shows the Batch Number for exporting
Type - Shows the invoice Types included in that Batch
Currency - If you have Multi-Currency turned on then this will show the currency used for the invoices in that Batch
Last Export Date - If the Batch has already been exported this will show the date that it was LAST done
Filename - If the Batch has already been exported this will show the filename used for that export
To export the Batch as a CSV for import into your chosen Accounts Package (NOTE: QuickBoooks Online will use a link instead of a csv export)
Tick the Export Checkbox next to the Batch Number that you wish to export
Click the Export button in the top right of the screen
A csv file will be downloaded to your Downloads Folder
The Filename and Download Date / Time will be inserted into the Grid
In order to Re-Export Invoice Data, first untick the Only Show Invoices Not Yet Exported checkbox at the top right of the grid
Previously exported batches should now show and will have the Last Export Date and Filename showing.
Tick the Export Checkbox next to the Batch Number that you wish to export
Click the Export button in the top right of the screen
A csv file will be downloaded to your Downloads Folder
The Filename and Download Date / Time will be inserted into the Grid
NOTE: If several Batches have been exported on a single Filename, you only need to select ONE batch number, all batches using that previous filename will be exported again
