How to Mark Invoices as Exported

Occasionally, invoices will go through your workflow that do not need to be exported to your ERP. These invoices can be marked as exported, which will move them to the Archived tab in Exported status, without sending data to your ERP. There are multiple ways to mark an invoice as exported, depending on the invoice status. 

Marking Approved invoices as Exported

To do this:

1. Navigate to the Export tab 
2. Select the invoices you want to mark as export 
3. Click the additional options menu to select Export as PDF. This will move the invoice to the Archived tab in Exported status, and generate a PDF report of the invoices. 

Marking Sync Error Invoices as Exported

Some sync errors do not need to be synced again to fix, such as a duplicate invoice error for an invoice already in your ERP. To do this:

1. Open the invoice details view.
2. Click Actions and select Mark Invoice as Exported. This moves the invoice to the Archived tab in Exported status.