How to Synchronize / Import Invoice Numbers for Recap Documents

Prerequisites

• The invoice 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 Recaps

Within the Documents page, click the Recap Documents tab.

3. Click the Actions Button

Inside the Recap Documents tab, click the Actions button.

4. Click the Synchronize Option

After clicking the Actions button, click Synchronize.

5. Fill in the Form

Choose the client to synchronize and click Submit.