You cannot make any changes or edits to the invoice after it has already been exported; it will re-export exactly as it was previously.
🤓 Tip: If you need to re-export due to an error in the data, upload a copy of the document to Lightyear and export again with the necessary changes.
Re-Export a batch of invoices
To re-export a batch of invoices:
Go to the Archive & Reporting section.
In the Doc Type field, select Exported Batches.
In the 'File Created' field, click on the drop-down box and select the file date and time you need to re-export.
Click on the Search button.
Within the 'Search Results' tab, select Re-Export to send it to your Accountancy Software.
Important: Depending on your Accountancy Software, you may not see this 'Re-Export' button. Only users who are connected to software that generates a CSV will have the ability to Re-Export.
Re-Export a single invoice
If you are connected to an API Accountancy Software, e.g. Xero, QuickBooks Online, MYOB, etc., you will need to send the Document back to the Signed Off tab to re-export it.
If you need to make any changes to the document or get further approval, you can Return to Signed Off, make the required edits and approvals and then export.
To do this, in the invoice, click More > Return to Signed Off.
Only Admin and Review & Export users will see the "Return to Signed Off" button.
📌 Note: Return to Signed Off and Export Document will not consume a second credit. You will only receive a charge for the first instance of export.