Generate Invoice Files

A saved report must exist with the fields you want to utilize for the invoice files to be generated.

You must have the settings.admin
and invoice.reportingintegration.manage
permissions.

The Automated Invoice File is used to generate invoice files from a Saved Report in VNDLY. Any files generated through this process can be downloaded from the invoice in VNDLY by selecting the hyperlink.

The timing for this file generation corresponds to your

Scheduled Invoice

settings or whenever manually invoicing transactions. You can find the scheduled invoice settings by navigating to

Company Settings

Invoice & Payments

Scheduled Invoicing

From the header, select

Company Settings

Under

Accounting

, select

Invoice & Payments

Under

Automated Invoice File Generator

, click

Open

Complete the following fields:

Option	Description
Saved Report	Select the report you want to create an automated invoice file for. Only reports with the report section Invoices & Payments display.
File Type	Select the appropriate file type for the file. To generate PDFs, see: Create Invoice Templates.
Auto Column Width	When checked, the width of columns is automatically adjusted.
Consolidate Invoice Numbers?	Indicate whether the invoice numbers should be consolidated into one file or if each invoice should get its own file.
Email	When the box for Support Email Notifications is checked, the Invoice Management: File Generated and Invoice Management: File Size Exceeded email notifications are supported.
SFTP	When checked, files can be transferred via SFTP. SFTP must be enabled for this feature to work. Submit a product support case to enable this in your tenant.
Description	Enter a description of the invoice file.

Click

Save Integration