The invoice export is used to export invoices from Logistiqo for your accounting department, tax advisor, or accounting software. Depending on your setup, the export can create accounting files, PDF invoice files, or a combination of both.
This function is usually used after invoices have been created, checked, and are ready to be transferred to accounting. Once the export has been completed and the export status has been updated, the invoices are marked as exported in Logistiqo.
Exporting debtor invoices
Go to Accounting > Debtors > Invoice Export.
The upper table shows the invoices that are available for export. By default, this list usually shows invoices that have not yet been exported.
- Use the Filter button if you want to adjust which invoices are shown. For example, you can filter by export status, printed invoices, or a specific date range.
- Select the invoices that should be exported in the table. You can select individual invoices or multiple invoices at the same time. The number of selected invoices is shown above the export area.
- In the lower area, open the tab Posting Format and choose the required export format.
- Click Next to continue to the export step.
- Open the tab Export and click Export. Logistiqo now generates the export file. While the export is running, a progress indicator is displayed.
- After the export has finished, use Open File to download or open the generated file. Alternatively, use Send file per email if the export file should be sent directly by email.
- Click Update Export Status after the file has been created successfully and you have downloaded or sent it.
Export formats
The available export formats depend on your Logistiqo setup. Typical options are:
DATEV ASCII: Creates an export file for DATEV in ASCII format.
DATEV XML: Creates an export file for DATEV in XML format.
Lexware Autokonto: Creates an export file for Lexware.
PDFs > zip: Creates a ZIP file containing the selected invoices as separate PDF files. This is useful if many invoice PDFs should be downloaded or forwarded at once.
PDFs > pdf: Creates one combined PDF file containing all selected invoices.
Other formats, such as single postings or split postings, may also be available depending on the accounting configuration.
Filter settings
The Filter button controls which invoices are displayed in the export table. This is important if you want to export a specific period or if you need to find invoices that have already been exported.
Common filter options are:
- Not exported
- Exported
- All
- Only printed invoices
- Date range
After changing the filter, click Apply to update the table.
Updating the export status
The button Update Export Status marks the selected invoices as exported in Logistiqo.
Only use this button after the export file has been created successfully. Once the export status has been updated, the invoices may no longer appear in the default invoice list or in the default export view, depending on the selected filters.
Exported invoices are not deleted. You can still find them later by changing the filter settings to Exported or All.
Creditor and inbound invoice exports
The same general process can also be used for creditor or inbound invoice exports, if this function is enabled in your Logistiqo setup.
In that case, open the corresponding export function under Accounting > Creditors and follow the same steps: select the invoices, choose the export format, run the export, open or send the file, and then update the export status.
Important notes
After invoices have been exported, they should normally no longer be changed. If a correction is required afterwards, use the normal correction or cancellation workflow instead of editing the exported invoice directly.
Do not update the export status before the export file has been generated and checked. Otherwise, invoices may be marked as exported even though the export file was not actually downloaded or sent.