How to export invoices to the SABIS system?
How to do it?
Open the list of INTEGRATIONS
You can find modules in two ways. In the account management panel, by selecting the PUZZLE ICON, or in account settings by clicking on INTEGRATIONS.
In the list of integrations, find and INSTALL the SABIS integration
Enter the Customer ID and login code. Click UPDATE.
You can create the Client ID and login code in your SABIS account
After entering the required settings, you will see the status ENABLED
Go to the list of invoices and click the EXPORT button
OR
Select specific invoices you want to export, choose the export function in the bulk actions section and click APPLY TO
To export to SABIS, each invoice must have an assigned customer contract number, which you can assign in the customer card and choose when creating an invoice
Select the desired settings, choose SABIS PROGRAM in the format field, and click FORMAT
You will see the export status in the HISTORY OF EVENTS
Open the list of INTEGRATIONS
You can find modules in two ways. In the account management panel, by selecting the PUZZLE ICON, or in account settings by clicking on INTEGRATIONS.
In the list of integrations, find and INSTALL the SABIS integration
Enter the Customer ID and login code. Click UPDATE.
You can create the Client ID and login code in your SABIS account
After entering the required settings, you will see the status ENABLED
Go to the list of invoices and click the EXPORT button
OR
Select specific invoices you want to export, choose the export function in the bulk actions section and click APPLY TO
To export to SABIS, each invoice must have an assigned customer contract number, which you can assign in the customer card and choose when creating an invoice
Select the desired settings, choose SABIS PROGRAM in the format field, and click FORMAT
You will see the export status in the HISTORY OF EVENTS
Updated on: 14/10/2024
Thank you!