A copy of the invoice can be exported from the system in the following ways:
Export invoice from an order
Locate the purchase order.
Click the Invoice tab.
Scroll down to the bottom of the page, then click Print.
Save the document to a PDF.
Send a copy to a designated email address
Click the Admin Cogs
icon along the top bar.Click Organisation Administration, then Company Settings.
Locate the Completed Invoice Setting area and enter the designated email address.
Scroll down and click Update to save the changes.
📌 Note: This is option is also available per site.
Send a copy of each exported invoice to a designated FTP folder
This will generate a file containing a PDF invoice of each exported invoice from the last accounts export, for this to run the accounts export file must also be set to create and send to a FTP folder.
Click the Admin Cogs
icon along the top bar.Click Organisation Administration, then FTP settings.
Click Create FTP Settings and choose the report option Account Export PDF Invoices.
Click the Create button.
Back dated export on mass
Contact Procure Wizard Support through the Digital Assistant and ask for documents to be retrieved providing the sites and years that need to be exported.