Export Invoice

1. Navigate to Invoicing
2. Switch to Action Invoices
3. Select the invoices you want to export.
   1. Note: To ensure you only select invoices for the period you want to bill, first Search by Invoice Date
4. Click the Actions Button and Select Export Invoice
   
5. It is going to ask you if you are sure. Select Yes.
   
    
6. Set the Type of Export to ConnectWise Multiline. Then click Export.
   
   1. Note: If this is the first time you have exported to ConnectWise, please review all the steps below before starting. You may need to set up some new Products in ConnectWise before beginning.
   2. Note: You can terminate the wizard at any step except the final step, and the invoices won’t be exported.
7. In the next couple of screens, you will need to select information regarding your export.
   1. General Settings
      
      1. They're useful if you have a large number of agreements or Products in ConnectWise - it speeds up the following screens and reduces the number of items to select from
   2. Agreements Mapping
      
      1. Choose the agreement you'd like to export your charges to
   3. Grouping Type
      
      1. Choose how you'd like to group (sum) any Usage charges
   4. Services Mapping
      
      1. Choose the ConnectWise product to map each Usage charge to
   5. Product Mapping
      
      1. If you have the ConnectWise Product Sync enabled, your Products are already in the agreement. You don't want to export them again, so check the box “Exclude Recurring Products”
      2. If the ConnectWise Product Sync is not enabled, you do want to export your recurring charges, so select a ConnectWise product(s) to map the Datagate products to
   6. Surcharge Mapping (mostly used in USA)
      
      1. Leave the box "Combine Surcharges with Taxes" unchecked.
      2. If you have a Surcharge, typically a Cost Recovery Fee in USA, select a ConnectWise product to map the charge to
   7. Tax Mapping - USA and Canada only
       
      1. Select a ConnectWise Product for each tax
         1. Don't export taxes: taxes will not be exported to ConnectWise. 
         2. Multiline taxes: Each tax can be mapped to its own ConnectWise Product. Different taxes can be exported to the same ConnectWise Product.
         3. Split Taxes by State: An option if you want to split Sales tax for different States into different ConnectWise Products
   8. Existing Items
      
      1. Always choose to Keep Existing Items
   9. Price Calculation
      
      1. This is for usage.
         1. If you select Summarized (the most common), usage charges will be sent to ConnectWise with Quantity=1 and Amount=$total amount for that usage.
         2. If you select "Average Payment", the number of minutes (or MB etc, depending on the Usage unit) will be sent to ConnectWise in the Quantity field. The Unit Amount will be averaged so the line has the correct value
8. Select Export, once the export has been completed, the Connectwise Agreement will have an Additional line for each appropriate invoice line from the Datagate Invoice. 

Note: The next step is to invoice the agreement in ConnectWise. Once your agreements are invoiced, you have the option to update the ConnectWise invoice number to match the Datagate one. This would be used if the Datagate-formatted invoice PDF is sent to the customer.

Update the ConnectWise Invoice Number

1. From Invoicing/Action Invoices, select the same invoices
2. Then export invoices.
3. ConnectWise Invoice Number sync.
   1. Note: A common accounting practice when there are interfaces, is to reconcile the invoice dollar amounts between ConnectWise and Datagate. Datagate recommends