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
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.