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

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  • 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

Reply
  • 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

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