Invoice - File Export Configuration - Select Format
The File Export Configuration page allows you to customise the format of the extract file that will contain the invoice data for your financial system.
If you choose to use a custom format, you will go through the following steps:
Select Account String: This step lets you configure your account string by selecting the fields and constants that make up the string. You can select the segment length, padding character and justification.
General Settings: This step lets you configure the overall formatting of the export file. You can choose whether the file contains quotes and column headers. You can also choose the delimiter, date format and file extension.
Define Header: This step allows you to choose the fields that will appear in the header row.
Define Details: This step allows you to select the fields that will appear and modify the order of the fields.
