Sales Invoice CSV Export

Hi,

A few of our larger customers now require us to upload invoices to them via portals such as Tungsten (Was OB10) using CSV files. We cant see a way to do this in Sage50. Does anyone know how this can be done?

thanks Phil

  • Hi Phil,

    It depends on the info required. If it's simple invoice line details only then you could get this from the Invoices and Credits by Customer (Detailed)  report in the Invoices module. You can then export this report as Data to Excel and copy the relevant details into the requisite .csv upload file. Please feel free to email or phone (contact details available in my profile - click on my name) if you want to talk around this.

    Kind regards,

    Tim

  • Hi, 

    There's also the Transaction CSV reports that may help.  However, this will export all transactions and not just the customer invoices  You can run this report from Transactions > Reports > Transactions.  

    Just thought I'd mention this one also, in case it's of help.

    There's also a 3rd party software that allows you to create new template CSV file, by selecting fields from a list of available field names and then an export option will load your CSV template with data from your current invoice files.

    I hope this helps.

    Kind regards,

    Rachael

  • Thank you. We needed to add some fields to the report which we have done, however, they don't appear in the "Data to Excel" output.  Do you know how to add these?

  • Hi Phil,

    I've emailed you - hopefully we can chat tomorrow.

    Kind regards,

    Tim