As you have read in the introduction, the coachview invoices are automatically made into sales entries (in the sales diary including general ledger account, cost centre and VAT) in Exact online.
The debtors of Coachview are automatically created as a customer relationship in Exact online if they do not yet exist.
How to set up and (de)activate the link, via the service center in Coachview, can be read in a number of steps in the presentation below.
Have you finished setting up the Service Center and is the link active? Then send an e-mail to our support department (email@example.com).
They ensure that the export of accounts receivable and invoices, by means of a job, is carried out in the repetition (day/week/month) determined by you.
|Set up and activate connection in the service center:|