RecMan has an API integration with Xledger for easy and efficient transfer of invoices and credit notes.
Export invoice from RecMan to Xledger
To export one or more invoices to Xledger, first go to the Invoices in RecMan.
- First, select one or more invoices you want to transfer.
- Then, press Xledger API to start the transfer. You will receive a confirmation when the transfer has been completed or if there are any errors you need to correct.
- After the transfer, you can see the cloud next to the invoice line, which indicates whether the invoice has been transferred.
What is being exported?
Customer information
- Name
- Company No
- Address
- Telephone no
Project information
- Project no
- Name
Invoice info
- Product no
- Product name
- VAT code
- Credit account
- Price per unit
- Number
- Customer reference (taken from the project in RecMan)
- Our reference (taken from the project in RecMan)
Credit note info
- Product no
- Product name
- VAT code
- Credit account
- Debit account
- Price per unit
- Number
- Customer reference (from the project in RecMan)
- Our reference (from the project in RecMan)
Example of error messages
The customer is missing an email address:
Solution:
Check that the correct email address is inside the customer in CRM under company information.
For more information, see this article Xledger API (Integration setup).