3.0 Print Final Invoices - TMHU Export

Modified on Tue, 4 Nov at 8:55 AM

Esta carpeta no está disponible en Spanish (Latin America); accede a la versión en English.

Overview

This article covers the TMHU functionality that is found in the Print Final Invoices Window. This feature will create an text export file of Invoices that were to Customers that were flagged with a TMHU Customer Number in Softbase.

Process Flow

Setup the Bill To Customer with a TMHU Customer Number on the General Tab in the Customer Window in Softbase.
Invoice a Work Order to a Bill To Customer with a TMHU Customer Number populated
Open Print Final Invoices from the General Tab
Select the TMHU Export option from the Invoice Type dropdown.
Select which invoices you want to export in the TMHU format from the data grid.
Choose the Export Button
Select where to save the file at and rename it when the Save As window comes up.
Use the Complete button in Print Final Invoices to clear them out of the list after exporting.
Upload the file to TMHU with your credentials.