How do I set up my account to transfer invoices to Business Central?
Note: To be able to set up the export of invoices to Business Central you need to have created an integration between CleanManager and Business Central. Read more in the article: Integration setup for Dynamics 365 Business Central |
To be able to transfer invoices to Business Central, you need to set up Business Central as the desired economy system used for invoicing.
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Configuration of export options of invoices to Business Central
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Configuration of content on invoices to Business Central
Configuration of export options of invoices to Business Central
In the menu, go to Settings > Integrations | |
Afterward, press the button Invoicing | |
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Press the dropdown button and select Business Central | |
Press Save to finish | |
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Your account is now configured to export invoices to Business Central. See the validating icon |
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Configuration of content on invoices to Business Central
In the menu, go to Settings > Integrations | |
Afterward, click on Business Central in the bottom section | |
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Configure which data you wish to include on your invoices | |
Choose if you want to use product names from CleanManager or Business Central when transferring invoices. |
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Press Save to finish | |
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