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Bulk Import / Export of Customer Invoice Settings

Table of Contents


Purpose

This guide explains what all the fields are when you export the Customer Invoice Settings. While more technically demanding, this process allows an Administrator to set up a bulk amount of Customers' Invoice Settings in a relatively short amount of time.


Exporting Customer Invoice Settings

To begin, select Contacts in the main menu, followed by Customers in the drop-down menu.

Then, select the Related button, followed by Export Customer Invoice Settings.

Open the downloaded file in Excel. 

Now update the columns in the file using the field descriptions in the table below as a reference guide to what setting you are updating.


Fields and Descriptions

Do not change the fields in RED

 

Field

Description

Values

Customer.id

Unique ID

Retain value for exported

New - Blank

Customer.name

Customer Name

 Text

AccountingConnectorData.Data.due_days

This only applies if `AccountingConnectorData.Data.due_days_option` is set to 0.

The number of days after the Invoice date that payment is due.
Ie: 7 will give people 7 day terms.

7, 14, 30 etc.

AccountingConnectorData.Data.due_days_option

The due days option. If 0 is selected then it'll use the due_days field listed above, otherwise modify to set 20th of following month or end of following month.

0 = Days after Invoice (days set by AccountingConnectorData.Data.due_days)

1 = 20th of the following month

2 = End of the Following Month

AccountingConnectorData.Data.invoice_class.1

Set from Accounting Connector after upload for new imports OR retain exported value for Xero / MYOB connected customers

New - NULL

AccountingConnectorData.Data.invoice_class.2

Set from Accounting Connector after upload for new imports OR retain exported value for Xero / MYOB connected customers

New - 1

AccountingConnectorData.Data.invoice_class.3

Set from Accounting Connector after upload for new imports OR retain exported value for Xero / MYOB connected customers

New - 1

AccountingConnectorData.Data.invoice_class.4

Set from Accounting Connector after upload for new imports OR retain exported value for Xero / MYOB connected customers

New - 1

AccountingConnectorData.Data.invoice_class.5

Set from Accounting Connector after upload for new imports OR retain exported value for Xero / MYOB connected customers

New - 1

AccountingConnectorData.Data.invoice_class.6

Set from Accounting Connector after upload for new imports OR retain exported value for Xero / MYOB connected customers

New - 1

AccountingConnectorData.Data.invoice_class.7

Set from Accounting Connector after upload for new imports OR retain exported value for Xero / MYOB connected customers

New - 1

AccountingConnectorData.Data.invoice_reference

Set from Accounting Connector after upload for new imports OR retain exported value for Xero / MYOB connected customers

New - 2

AccountingConnectorData.Data.tax_code.0

Set from Accounting Connector after upload for new imports OR retain exported value for Xero / MYOB connected customers

New - 2

AccountingConnectorData.Data.xero_branding_them

Set from Accounting Connector after upload for new imports OR retain exported value for Xero / MYOB connected customers

New - 2017-06-11

AccountingConnectorData.Data.xero_branding_theme

Set from Accounting Connector after upload for new imports OR retain exported value for Xero / MYOB connected customers

New - {"1":"2017-06-11","3":"2017-06-04"}

AccountingConnectorData.Data.xero_contact_id

Set from Accounting Connector after upload for new imports OR retain exported value for Xero / MYOB connected customers

New - 1

AccountingConnectorData.Data.xero_contact_name

Set from Accounting Connector after upload for new imports OR retain exported value for Xero / MYOB connected customers

New - 1

AccountingConnectorData.Data.xero_invoice_status

Set from Accounting Connector after upload for new imports OR retain exported value for Xero / MYOB connected customers

New - NULL

AccountingConnectorData.data

Set from Accounting Connector after upload for new imports OR retain exported value for Xero / MYOB connected customers

New - 0

AccountingConnectorData.id

Set from Accounting Connector after upload for new imports OR retain exported value for Xero / MYOB connected customers

New - 1

AccountingConnectorData.status

Set from Accounting Connector after upload for new imports OR retain exported value for Xero / MYOB connected customers

New - blank

CustomerInvoiceSetting.auto_email_finalized_invoice

Whether an approved Invoice that has no charge errors should be automatically emailed to the client.

0 = No

1 = Yes

CustomerInvoiceSetting.auto_push_accounting_connector

Automatically Upload Invoices to Xero

0 = No

1 = Yes

CustomerInvoiceSetting.automatically_generate_invoices

Set automatic invoice generation on / off

0 = No

1 = Yes (end of invoicing Period)

2 = Yes (Continually build during the invoicing period

CustomerInvoiceSetting.customer_id

Do not modify this

Default - blank

CustomerInvoiceSetting.id

Do not modify this

Default - blank

CustomerInvoiceSetting.invoice_period_id

How often the Invoice should be repeated.

1 = Weekly

2 = Monthly

3 = Daily

CustomerInvoiceSetting.invoice_period_multiplier

Multiplier for the invoice_period_id, ie a value of 3 would make the Invoice trigger every 3 weeks.

Number of Days / Weeks / Months depending on selection above.

CustomerInvoiceSetting.invoice_value_required

Force capture invoice value (When creating Consignments)

Optional - 0

Required - 1

Not Shown - 2

CustomerInvoiceSetting.next_invoice_date

No Longer used.

 

CustomerInvoiceSetting.next_invoice_date_json

The next date that invoices are due to run within each Warehouse.

JSON data

{
    warehouse_id: date,
    warehouse_id: date
}

CustomerInvoiceSetting.purchase_order_invoice_date_display_format

Set Purchase Order date displayed on invoice.

1 = Date Created

2 = Date Arrived

CustomerInvoiceSetting.sale_order_invoice_date_display_format

Set Sale Order date displayed on invoice.

1 = Date Created

2 = Date Packed

3 = Date Dispatched

CustomerInvoiceSetting.show_complete_manifests

When displaying Manifests within the Invoice Summary, show all consignments from within that Manifest, even if they are not being invoiced on that particular Invoice.

0 = No

1 = Yes

CustomerInvoiceSetting.show_invoice_totals

Display Invoice totals when displaying Manifests within the Invoice Summary not invoiced on that particular Invoice.

0 = No

1 = Yes

CustomerInvoiceSetting.single_invoice_per_consignment

Generate an invoice for each consignment individually.

0 = No

1 = Yes

 

Importing Customer Invoice Settings

After modifying - import the file by selecting the  Related button, followed by  Import Customer Invoice Settings.