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Send & export invoices

Once an invoice is ready, you can send it to the debtor or export it to your bookkeeping system. This is done with the export button, available both on a single invoice and for several invoices at once.

Send or export a single invoice​

On the invoice details screen, use the export button in the header. You choose an export template / document type, which determines what happens:

  • Email / notification templates distribute the invoice to the debtor's email address(es). The recipients are taken from the invoice's debtor details.
  • Bookkeeping templates push the invoice to a connected system (for example Exact Online or SnelStart), if that integration is set up.

Each send or export is recorded in the invoice history, and the communication status updates to show it was sent or distributed.

Send several invoices at once​

From the overview:

  1. Tick the invoices you want to send.
  2. Use the export button in the toolbar and pick the template.

SHIPM8 sends them one after another and tells you when it's done, reporting any that failed.

When a send fails​

If distribution fails, the invoice shows a red communication failed banner with a link to the distribution log, where you can see what went wrong and try again.

note

The available templates and bookkeeping connections are configured by an administrator. If a template or integration you expect is missing, ask your administrator. For the Exact Online connection, see the Integrations guide.