Export invoices

Handling Missing Invoices in Integration

In some cases, the finalized invoices may not be automatically sent to the accounting integration due to issues such as integration testing failure or other errors. If you notice that an invoice is missing when checking your integration, this article serves as a helpful guide.

Any changes made to a project, such as updates to customer information, new invoices, or other new data, can be exported when exporting an invoice.

Exporting Invoices

To export invoices created in Moment to an external account integration, navigate to Setup > Tools > Export.

Under Export invoices, you can enter the same invoice number twice if you want to export a single invoice.

If you would like to export multiple invoices, fill in both the "From" invoice number and "To" invoice number, then click the Run button. This will include all invoices within the specified range, including the start and end values (for example, invoices 11730-11739).

Remember to check "Include PDF version" if you want to export the invoices with PDF attachments.

Verifying Invoice and Customer Data

To check whether customer data and invoices have been successfully exported by navigating to Company > Logs . If a small change is made to customer data, these updates will be reflected the next time a new invoice is exported.

Key Points:

• Exporting a new invoice is necessary when updating customer data, testing the integration, or making other relevant changes.

• The Company Log can be used to verify whether new customer data has been successfully exported.

Note!: When using Visma e-conomic, it is possible to export an invoice multiple times. However, this is not possible with other real-time integrations/account software.