How to Re-Export Invoices

How to Re-Export Invoices

Once an invoice has been exported and has gone to the Archive tab it cannot be removed or edited. If editing the invoice in the accountancy or inventory software isn't feasible, then you may want to re-export from Lightyear again.



Re-Exporting a batch of invoices

To re-export a batch of invoices go to the Archive tab. In the search tab, change the Search For drop down to Exported Batches/Exported Inventory Batches.
In the File Created field click on the drop down box & select the file date/time you need to re-export, then click on the green 'Re-export' button

Re-exporting

Depending on the system it's being sent to, this will prompt you to download the file to your computer, which you then need to upload into the system. In this example, the company is linked to a MYOB AR Live account. The re-exported csv will rest in your downloads folder or a folder that you have allocated downloads to. 


Note that you can not edit/change any invoice info before it re-exports. It will export the batch exactly the same as it previously did.
If you need to re-export it because there was an error, then you will need to run a copy of the wrong invoice back through Lightyear again & export that one invoice.


Re-Exporting a single invoice



Firstly, you will need to email yourself a copy of the invoice and then email it back into your Lightyear account. To get a copy of the invoice highlight it,
  1. Download the attachment from Panel 3 and Upload the document again into your account
  2. Click on More > Email to me. Once you receive it you can forward it to your @lightyear.cloud email address
When it arrives in the Processing tab you need to apply the map and make sure everything is in order. If the map that was applied to it originally was correct, then it helps to find out which map number you used from the Invoice history and apply the same one (or perhaps a different one). 

Be aware that when the second copy arrives in your Approvals tab, both will be flagged with a red duplicate icon.

You may therefore want to leave a note stating what's been done and why, otherwise it may cause confusion later on. Don't forget to put a note on the original invoice as well as the new invoice. It will serve as a great reminder and wider visibility to other users.




      

    Check out release notes for Q3 2021

     June  July  August 


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