Downloading Invoices for CPU orders
If you manage a CPU you are able to download invoices for orders received from customers within Edify.
On the left-hand menu select your CPU Site
Navigate to "CPU" > "CPU Orders"
Select any orders ready to be moved to invoice using the boxes on the left hand side
Click the three dots by "Change Status"
Select "Move to Invoices"
Now navigate to "CPU" > "Invoices"
You will see all orders which have been sent for invoicing but not yet downloaded
Select the invoices you would like to download using the boxes on the left hand side
Click "Download"
Once invoices have been downloaded they will move to the "Downloaded Invoices" section within CPU so you can keep track of what has already been invoiced.
Using the CPU Invoices Report with Xero
If you use Xero it's even simpler to send out invoices as you are able to use the 'CPU Invoices' report to download your invoices in a format which can be uploaded directly into Xero.
If you have not done so already please let one of our team at hello@edifysystems.io know you use Xero and they'll be able to get the report switched on for you.
Using the report is simple.
Navigate to "Reports" in the left hand menu
Select the "CPU Invoices" report
Use the date picker to select the date range you need invoices for
Filter to the customer you'd like to download invoices for
Ensure you're toggled to the 'Details' table
Click 'Download Details'
Within Xero head to Invoices > Import and import the downloaded file
The invoices are now within Xero ready to be sent to customers.
The report includes all CPU orders other than those that have been deleted.
FAQs
Does Edify have an integration that pushes my CPU invoices into my accounting software?
We currently don't have an automated integration, however if you use Xero for sending invoices you can use our report to download and upload these in bulk.
How do I keep track of what I have invoiced?
Once an invoice has been downloaded from Edify it moves to the "Downloaded Invoices" section of Edify. This can be utilised to identify what has already been downloaded and sent out and which orders have not.
Do CPU orders automatically move to the 'Invoice' status?
No, CPU orders do not automatically change status. As such, once an order has been produced and shipped you will need to ensure you change the status to "Move to Invoices" - we recommend doing this at the end of each day to keep things simple.
Do I need to create a customer on Xero before I upload an invoice?
No - When you upload an invoice to Xero for the first time, it will create the customer for you (In Xero, customers are named as "Contacts"). The new customer/contact name in Xero will be set up automatically for you as the "Customer Name" on the Edify invoice - ie. Internal - XYZ.
Then, any future invoice uploads for that same customer/contact will be grouped together, so long as the customer name remains the same in Edify.