Setting up export of invoicing to Dynamics 365 Business Central
How do I set up my account to transfer invoices to Business Central?
Note:
To be able to set up the export of invoices to Business Central you need to have created an integration between CleanManager and Business Central.
Read more in the article: Integration setup for Dynamics 365 Business Central
To be able to transfer invoices to Business Central, you need to set up Business Central as the desired economy system used for invoicing.
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Configuration of export options of invoices to Business Central
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Configuration of content on invoices to Business Central
Configuration of export options of invoices to Business Central
In the menu, go to Settings > Integrations
Afterward, press the button Invoicing

Press the dropdown button and select Business Central
Press Save to finish

Your account is now configured to export invoices to Business Central.
See the validating icon
See the validating icon

Configuration of content on invoices to Business Central
In the menu, go to Settings > Integrations
Afterward, click on Business Central in the bottom section

Configure which data you wish to include on your invoices
Choose if you want to use product names from CleanManager or Business Central when transferring invoices.
Press Save to finish
