You can perform a test export to view how the invoice or credit will be exported and that the format is correct.
Click the Admin Cogs along the top bar.
Click Accounts Export, then click the name of your accounts software.
Update and set the following:
Date from
Date to.
Select all sites or the specific purchaser site.
Click Is Test Export.
Click Generate Export.
📌 Notes:
The test export file is not saved or recorded within the past export screen.
The orders and credits shown in the test export will not be impacted in the live system.
You must have the role permission can create test exports to create a test export.