Introduction.
BeginnerErvaren Expert
Why?
Are there already invoices in the live and/or training environment of Coachview and do they no longer need to be automatically exported to your accounting system?

Then set these invoices to exported and confirmed.


That's how you do it.
  1. Click on function group 'Financial' and function 'Invoices'. This will open an overview of all (draft) invoices.
  2. Click on 'more...' in the search section to display extra search criteria and click on 'more export criteria...', which can be found in the lower left corner of the search screen.
  3. Select the No options under 'Exported' and 'Confirmed'.
  4. Click on 'Search'. If any invoices are found, they will be displayed in the search list.
  5. Open the top invoice in the list by clicking on the number.
  6. Click on 'Edit'.
  7. Select the options 'Exported' and 'Confirmed'.
  8. Click on 'Save & Back'. You will return to the search list. The invoice you just changed will disappear from the list.
  9. In the invoice are exported and confirmed now on 'Yes'.
  10. Open the next invoice from the list and repeat steps 6, 7 and 8.