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How to Synchronize / Import Invoices

Prerequisites​

  • The invoices must already exist in OfficeGest

Steps to Follow​

1. Access the Documents Page (Clients Management Menu)​

To access this page, click Clients Management > Documents in the side menu.

2. Click the Invoices Tab​

Within the Documents page, click the Invoices tab.

3. Click the Actions Button​

Inside the Invoices tab, click the Actions button.

4. Choose the Synchronization Type​

After clicking the Actions button, choose one of the following options.

Synchronize All​

4.1 Click the Synchronize All Option​

Click Synchronize All to import all invoices from OfficeGest.

Synchronize by Client​

4.1 Click the Synchronize by Client Option​

Click Synchronize by Client to import invoices by client.

4.2 Choose a Client​

After selecting Synchronize by Client, choose the desired client from the menu.

4.3 Click the Import Option​

After choosing the client, click Import.