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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.




 

Configuration of export options of invoices to Business Central

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In the menu, go to Settings > Integrations
 
Afterward, press the button Invoicing

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

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

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Configuration of content on invoices to Business Central

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

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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

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