59.1 eInvoice Bulk Export Overview

The AIUNIFY CRM eInvoice module provides a permission-controlled Bulk Export utility for electronic Invoice and Credit Note data.

This workflow is separate from the standard Bulk PDF Exporter. eInvoice output is generated in the electronic format already established for the eInvoice environment.

59.2 Required Permission

The eInvoice Bulk Export menu appears only for users who have the eInvoice Bulk Export capability.

The export operation itself checks the same capability before processing the request.

59.3 Additional Record Permission

Having eInvoice Bulk Export permission does not automatically provide access to every financial record.

The exporter also verifies the signed-in user's ability to view the selected underlying record type:

• Invoices require Invoice view access.
• Credit Notes require Credit Note view access.

59.4 Supported Bulk Export Types

The eInvoice bulk exporter supports two confirmed export types:

• Invoices.
• Credit Notes.

59.5 Opening eInvoice Bulk Export

1. Open Utilities.
2. Select eInvoice Bulk Export when it is available to your account.
3. Review the export type and filter controls.

59.6 Selecting the Export Type

Select whether the export should contain Invoices or Credit Notes.

Use separate exports when both types are needed so each resulting package remains clearly associated with its underlying transaction type.

59.7 Date Filters

The exporter accepts Date From and Date To values.

Use these to select the intended business period. Review the dates before processing because a broad date range can produce a much larger export than intended.

59.8 Status Filter

The exporter loads the existing statuses for Invoices and Credit Notes and accepts the Status filter associated with the selected record type.

Use Status when only a specific transaction state should be included.

59.9 Electronic Output Format

Individual eInvoice output is rendered using the electronic template already available to the CRM. The underlying module supports JSON or XML output according to the applicable template content type.

Users performing an export should use the output format already produced by the operational workflow rather than changing organization-wide eInvoice configuration as part of the export process.

59.10 Running the Export

1. Open eInvoice Bulk Export.
2. Select Invoices or Credit Notes.
3. Select the intended Date From.
4. Select the intended Date To.
5. Select the applicable Status if needed.
6. Review the export criteria.
7. Run the export.
8. Allow the CRM to prepare the electronic files.
9. Review the resulting export.

59.11 Individual Electronic Invoice Output

The eInvoice module also supports rendering electronic output for individual Invoice and Credit Note records through the eInvoice workflow.

Depending on the action selected, electronic output can be viewed or downloaded.

This chapter focuses on bulk operational export; the electronic formatting rules are determined by the existing eInvoice environment.

59.12 Protecting Exported Financial Data

eInvoice exports contain financial and Customer information.

After export:

• Store the files only where authorized.
• Send them only to intended recipients or systems.
• Avoid leaving exported files in unsecured shared locations.
• Verify the transaction period before using the files for downstream processing.

59.13 Troubleshooting an Empty Export

If the export does not contain the expected records, review:

• The export type.
• Your access to the underlying Invoices or Credit Notes.
• Date From and Date To.
• The selected Status.
• Whether matching records actually exist.

59.14 Best Practices

• Choose the correct transaction type.
• Use precise dates.
• Use Status filters intentionally.
• Verify access before assuming records are missing.
• Review the completed export.
• Protect exported financial information.