How do I set up my account to transfer invoices to Uniconta?
Note: To be able to set up the export of invoices to Uniconta you need to have created an integration between CleanManager and Uniconta. Read more in the article: Integration setup for Uniconta |
To be able to transfer invoices to Uniconta, you need to set up Uniconta as the desired economy system used for invoicing.
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Configuration of export options of invoices to Uniconta
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Configuration of content on invoices to Uniconta
Configuration of export options of invoices to Uniconta
In the menu, go to Settings > Integrations | |
Afterward, press the button Invoicing | |
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Press the dropdown button and select Uniconta | |
Press Save to finish | |
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Your account is now configured to export invoices to Uniconta. See the validating icon |
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Configuration of content on invoices to Uniconta
In the menu, go to Settings > Integrations | |
Afterward, click on Uniconta in the bottom section | |
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Click the different dropdown buttons to either transfer project numbers from service agreements. | |
Or choose if you wish to use Item names on the services you provide from either CleanManager or from Uniconta when you transfer the invoices. |
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Press Save to finish | |
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