Sales Invoices can be exported to FreeAgent using Invoice Export Profile. In addition, you can configure to export customers and their addresses.
Invoice Export Overview
- Locate the profile
- General Configuration
- Schedule Configuration
- Http API Configuration
- Store Configuration
- Submission Configuration
- Contact Configuration
- Invoice Configuration
- Payment Configuration
- Log Configuration
Locate the profile
- On the Admin sidebar, go to SoftCommerce > Profiles > Manage Profiles.
- From the list of profiles choose Invoice Export [FA].
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General Configuration
- Name — Edit profile internal name. For example, Invoice Export.
- Profile Type - This selection cannot be edited once the profile has been created. To change profile type ID, the profile needs to be deleted and new one created.
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Schedule Configuration
Expand the Schedule Configuration section and do the following:
- Enable Schedule — Select Yes/No to enable / disable automatic Invoice export using cron scheduler task.
- Schedule - Select, create or edit particular schedule task.
- Process Batch Size - Enter numeric value for process batch size. We recommend setting this to 100.
- Enable History - Select Yes/No to enable / disable schedule history.
- View Schedules - Click on view schedule button to view recent schedule history.
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Http API Configuration
Expand the Http API Configuration section and do the following:
- API Behaviour - Select Add/Append or Replace
- API Collection Size - Enter numeric value for number of items returned per page by API requests. Min: 25. Max: 100.
Add/Append behaviour collects recently updated data, replace behaviour collects all data.
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Store Configuration
Expand the Store Configuration section and do the following:
- Enable store restriction - Select Yes/No to restrict creditmemo export by store.
- Store Mapping - Map applicable stores and locales.
- Store - Select Magento store.
- Locale - Select applicable locale.
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Submission Configuration
Expand the Submission Configuration section and do the following:
- Submission Event Type - Select applicable even type that’s used to create an invoice. Available types: Order or Invoice.
Event type Invoice: Creates invoices based on Magento invoices.
Submission Event Type: Invoice
- Allowed Invoice Status - Select applicable status to allow invoice export.
- Invoice Reference - Select applicable invoice reference. Available references: FreeAgent Global Sequencing, Magento Invoice ID or Magento Order ID.
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Event type Order: Creates invoices based on Magento orders.
Submission Event Type: Order
- Allowed Order Status - Select applicable order status to allow invoice export.
- Invoice Reference - Select applicable invoice reference. Available references: FreeAgent Global Sequencing or Magento Order ID.
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- Reference Prefix - Select applicable reference prefix. Available options: Order entity ID, Store ID, Store Code or Custom Input.
- Reference Suffix - Select applicable reference suffix. Available options: Order entity ID, Store ID, Store Code or Custom Input.
Prefix example: [order-entity-id]-[invoice-increment-id].
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Contact Configuration
Expand the Contact Configuration section and do the following:
- Default Contact Status - Select default status when contact is created.
- Billing Email Mapping - Select applicable email that can be used for contact email when contact is created.
- Use Contact Invoice Sequence - Select Yes/No to enable / disable an option to use contact-level invoice sequence.
- Display Contact Name - Select Yes/No to enable / disable an option to display contact name on the invoice.
- Default Payment Terms In Days - Enter number of day for default payment terms.
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Invoice Configuration
Expand the Invoice Configuration section and do the following:
- Default Invoice Status - Select default status when invoice is created.
- Include Timeslips - Select applicable timeslips that can be displayed on the invoice.
- Include Estimates - Select applicable estimates that can be displayed on the invoice.
- Payment Terms In Days - Enter number of day for default payment terms. Set to zero to display ‘Due on Receipt’ on the invoice.
- Include Comments - Select Yes/No to enable / disable additional text added to the bottom of the invoice.
- Send Invoice Emails - Select Yes/No to enable / disable an option to email the invoices automatically using your default template.
- Send Payment Reminders - Select Yes/No to enable / disable an option to email payment reminders if the invoice goes unpaid.
- Send Gratitude Emails - Select Yes/No to enable / disable an option to email a “Thank You” once this invoice has been paid.
- Omit Logo And Company Address - Select Yes/No to enable / disable an option to omit your logo and company address.
- Display Project Name - Select Yes/No to enable / disable an option to display the project name in the Other Information section.
- Display BIC / IBAN Numbers - Select Yes/No to enable / disable an option to display the BIC and IBAN numbers, if defined, on the invoice.
- EC Status Mapping - Select applicable EC invoice’s VAT status for reporting purposes.
- Product Item Type Mapping - Select applicable product item type that’s used to create invoice items.
- Shipping Item Type Mapping - Select applicable shipping item type that’s used to create invoice items.
- Discount Item Type Mapping - Select applicable discount item type that’s used to create invoice items.
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Payment Configuration
Expand the Payment Configuration section and do the following:
- Enable Taking Payments Via Invoice - Select Yes/No to enable / disable an option to take payments via invoice.
- Payment Methods - Select allowed payment methods.
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Log Configuration
Expand the Log Configuration section and do the following:
- Log request data to file - Select Yes/No to log request data.
- Log response data to file - Select Yes/No to log response data.
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