Invoice Export Layout

Menu Path:  Billing & Receipts, then Reference Tables, then Miscellaneous Billing, then Invoice Export Layout

The billing invoice export layout page allows you to define the layout that will be used when exporting a file of write-offs or billing adjustment transactions. Refer to Export Invoices for more details.

The Record Length Determines the maximum number of characters in a single record. A single record is one line in the export file. If this field is set to anything but zero, blank spaces are added to the end of the last character of the line to the end of the record. You can also choose the option to only export invoices that contain a specific user-defined ID.

The Amount Due is the balance due on the invoice. This zero-fills in the format 9999999.99 in the export file. For example, an amount of 425.68 exports as 0000425.68.

The Control Number identifies the batch that the invoice is grouped in. This specifies the length of the Control Number field used in the Export Invoices option for write-offs.

Update Export File Layouts

1. Choose the Invoice Export Layout page.
2. Complete the fields as needed. For details, refer to the Fields section below.
3. Click OK.