- Automatically export invoices via the Dativery.
The link automatically transfers all issued invoices, down payment invoices, credit notes and receipts from UPgates to the iDoklad accounting system. Transmits documents issued in all set currencies.
Document sync options:
- Place orders. When the invoice is transferred to iDoklad, it is possible to determine whether the transferred orders will be executed and reservations canceled (this mode is used in case of shipment of goods from UPgates).
Invoice sync frequency:
- Invoices are transmitted at night (from 5 am). All invoices are transferred from the last transmission up to and including yesterday.
- Subsequent changes in invoices are not transferred (ie it is possible to change invoices in UPgates before they are transferred, then it is necessary to make changes in both applications).
- Invoices are created with items that are linked to a specific product.