Resending invoices to ERP

From the Invoices waiting for ERP report, you resend an invoice to the ERP package. Only do this if the action has not yet been carried out there, otherwise the invoice is registered or posted twice.

If an invoice stays in an automatic step, you resend it to the ERP package from the Invoices waiting for ERP report.

When do you use it?

Only if the action that belongs to the invoice's step has not yet been carried out in the ERP package. For example, if an invoice is in Register invoice, only resend it if the invoice is not yet known in the ERP package.

❗ Note: if the ERP package does not catch a duplicate message, resending can lead to a duplicate registration, a duplicate posting or other problems. So first check the status of the invoice in the ERP package.

Prerequisite

This action requires the permission invoice:can_resend_invoice_to_erp. It is separate from the permission for the report. The application administrator adds it to your permission group.

Steps

1. Click the gear icon at the top right of the screen.
2. Choose Reports.
3. Choose Invoices waiting for ERP.
4. Select the invoices you want to resend.
5. Under Actions, choose Resend to ERP.

Once the invoice has been sent successfully, it disappears from the report.

It doesn't work, or the invoice is already in the ERP package

• If the invoice stays in the report after resending, raise a ticket in the Help Center.
• Is the invoice still in a step while the action has already been carried out in the ERP package? Do not resend it. Raise a ticket and the Helpdesk gives the invoice the correct status.