Invoices
Send to SoftOne

Send invoices to SoftOne

Only organization administrators can send. SoftOne must be configured and its mapping confirmed under Integrations → SoftOne ERP (see SoftOne connection and Field mapping).

One invoice

  1. Open an invoice that is Ready to send.
  2. In the SoftOne box, click Review And Send. Unsaved changes are saved first.
  3. Check the summary: invoice #, supplier, total, series, supplier code (TRDR), lines and the mapping template. Expand What will be sent to see the exact data.
  4. Click Send to SoftOne. The stage becomes Sending, then Sent.

If something blocks sending, the dialog says Can't send yet. Fix these first: and lists the issues. See Troubleshooting.

Several invoices at once

  1. In the invoice list, open the Ready to send tab.

    Invoice list on the Ready to send tab

  2. Tick the invoices to send.

  3. Click Send N to SoftOne. They are sent one at a time, each checked again just before sending. Invoices that are not ready are skipped, and a message tells you how many were sent, failed or skipped.

    Two invoices selected with the Send 2 To SoftOne button

Send automatically

An administrator can turn on Send clean invoices automatically under Integrations → SoftOne. Invoices with no issues are then sent as soon as they are read; anything to check waits in Needs review.

Voiding

A sent invoice cannot be deleted. Use Void and give a reason. This keeps it for the record and blocks resending, but changes nothing in SoftOne.

ReviewSoftOne connection