Export invoices

Handling Missing Invoices in Real-time Integrations

Occasionally, finalized invoices may fail to be automatically transmitted to the accounting integration due to issues like integration testing failures or other errors. If you discover that an invoice is missing while reviewing your integration, this article will provide you with a useful guide.

Any modifications made to a project—such as updates to project name, project number customer information, changing the start date, new invoices, or other changes — 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 have the option to enter the invoice number if you wish to export a single invoice.

For exporting multiple invoices, input both the "From" invoice number and "To" invoice number, then click the Run button. This action will include all invoices within the specified range, encompassing both the start and end values (for example, invoices 11730-11739).

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

Verifying Invoice and Customer/Project changes

To confirm whether customer/project changes and invoices have been successfully exported, navigate to Company > Logs. If a minor change is made to customer/project changes, these updates will be reflected in the next time a new invoice is exported.

Key Points:

• Exporting invoices is required when invoices fail to automatically be transferred due to possible customer/project changes or testing the integration.

• The Company Log can be utilized to verify whether new customer/project changes have been successfully exported.

Note! When using Visma e-conomic, it is possible to export an invoice multiple times. However, this capability is not available with other real-time integrations supported by Moment.

Occasionally, finalized invoices may fail to be automatically transmitted to the accounting integration