How to export invoices from Quadient AP - NextGen

Modified on Wed, 7 Feb at 10:37 AM

This article relates to the Quadient AP NextGen UI, which is being released to our customers on a rolling basis. To learn more about the NextGen UI, please reach out to your Customer Success Manager.

Fully approved invoices can be exported from Quadient AP to your ERP. All fully approved invoices are located in the Ready to Export tab of the Invoice module. There are three methods of exporting invoices:

Export as Data
Export as PDF
Export as Data and PDF

Export as Data

Export as Data creates a data file which is used for electronically recreating the invoices from Quadient AP in your ERP. What happens next depends on your ERP:

For Desktop and Cloud integrations, invoices are transferred to your ERP via the sync process.
For all other integrations, clicking Export generates a data file which is automatically downloaded. You must upload this file into your ERP system.

To export invoices as Data, select the necessary invoices and click the green Export button. After exporting, the invoices will move from the Ready to Export tab to the Archived tab in Exported status.

Export as PDF

Export as PDF generates a PDF report containing the coding information of each invoice.

To export invoices as PDF, select the necessary invoices and click the three dots icon beside View Exports. Select Export as PDF from the options list. No invoice data is sent to your ERP, and the invoices will move from the Ready to Export tab to the Archived tab in Exported status.

Export as Data and PDF

Export as Data and PDF combines the two export methods mentioned above. It creates that data file for your ERP, as well as generates a PDF report of the invoices.

To export invoices as Data and PDF, select the necessary invoices and click the three dots icon beside View Exports. Select Export as Data and PDF from the options list.