Export invoice or credit note from RecMan to PowerOffice GO
To export one or more invoices / credit notes to PowerOffice GO, go to Invoices under Economy in RecMan.
- Mark the desired invoices or credit notes.
- Press PowerOffice GO for direct transfer. You will now receive a confirmation or error message describing what may need to be adjusted.
What is being exported?
Customer information
- Name
- Company No
- Address
- Telephone no
Project information
- Project no
- Name
Invoice info
- Product no
- Product name
- Mva kod
- Credit account
- Price per unit
- Number
- Customer reference (taken from the project in RecMan)
- Our reference (taken from the project in RecMan) NOTE that the reference must be inside PowerOffice GO as an employee for it to be visible.
Credit note info
- Product no
- Product name
- Mva kod
- Credit account
- Debit account
- Price per unit
- Number
- Customer reference (from the project)
- Our reference (from the project) NOTE that the reference must be inside PowerOffice GO as an employee for it to be visible.
For integration setup, visit this article – PowerOffice GO (Integration setup).