Exporting Sales Invoices from Sage 50 US

This task will export sales invoice information from Sage 50 US in the Sage 50 US Sales Invoice XML format. You can choose to export either all, modified or only new records, and can filter the exports if only a subset of your sales invoice records are required.

Settings

Sage Connection

Required
The connection to Sage 50 US to use. See the Connecting to Sage 50 US article if you require more information on how to create/manage connections.

Date Modified

Required
The date used when exporting modified records. Records that have been updated since this date will be included in the export. The date will update automatically each time the task is ran.

Export New, Modified or All Records

Required
Setting to determine which records are exported from Sage. This setting defaults to Modified. The following options are available:

• New - Will only export records created since the last time the task was ran.
• Modified - Will only export records updated in Sage since the last time the task was ran.
• All - Will always export all records.

Filters

Optional
Settings to allow only specific records to be exported from Sage. See the Sage 50 US Filters article for more information.

Output File

Required
The name of the file to export to. Data is exported in Sage 50 US Purchase Order XML format. Defaults to sage_50_us_export_sales_invoices.xml.

Zynk Settings

See Common Task Settings.

Example

A sample output file is shown below. See Sage 50 US Sales Invoice XML for full documentation of the XML format.

<?xml version="1.0" encoding="utf-8"?>
<ArrayOfSalesInvoice>
  <SalesInvoice xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema">
    <ExternalId />
    <Key>02dd69a9-5bad-415e-9112-2fc0ef76b762</Key>
    <ReferenceNumber />
    <Date>2020-03-15T00:00:00</Date>
    <Amount>499.86</Amount>
    <LastSavedAt>2010-03-14T23:25:18</LastSavedAt>
    <IsPosted>true</IsPosted>
    <AccountReference>11000-00</AccountReference>
    <ShipToAddress>
      <Name />
      <Address>
        <Address1 />
        <Address2 />
        <City />
        <State />
        <Zip />
        <Country />
        <SalesTaxCode />
      </Address>
    </ShipToAddress>
    <ShipVia>None</ShipVia>
    <TermsDescription>2% 10, Net 30 Days</TermsDescription>
    <InternalNote />
    <DiscountAmount>10.0000000000000000000</DiscountAmount>
    <CustomerReference>HOLLAND</CustomerReference>
    <CustomerPurchaseOrderNumber />
    <DiscountDate>2020-03-25T00:00:00</DiscountDate>
    <SalesTaxAmount>0.00</SalesTaxAmount>
    <SalesTaxCodeReference>GACOBB</SalesTaxCodeReference>
    <FreightAmount>0</FreightAmount>
    <FreightAccountReference>57500-00</FreightAccountReference>
    <PrintCustomerNoteAfterLineItems>false</PrintCustomerNoteAfterLineItems>
    <CustomerNote />
    <StatementNote />
    <Customer>
      <IsInactive xsi:nil="true" />
      <Balance>0</Balance>
      <CustomFields />
      <Contacts />
      <LastInvoiceDate xsi:nil="true" />
      <LastInvoiceAmount>0</LastInvoiceAmount>
      <LastPaymentDate xsi:nil="true" />
      <LastPaymentAmount>0</LastPaymentAmount>
      <UseEmailToDeliverForms xsi:nil="true" />
      <ReplaceInventoryItemIDWithUPC xsi:nil="true" />
      <ReplaceInventoryItemIDWithPartNumber xsi:nil="true" />
      <Terms>
        <ChargeInterest xsi:nil="true" />
        <CreditLimit xsi:nil="true" />
        <DiscountDays xsi:nil="true" />
        <DiscountPercent xsi:nil="true" />
        <DueDays xsi:nil="true" />
        <IsStandardTerms xsi:nil="true" />
        <PaymentTimeFrame xsi:nil="true" />
        <UseDiscounts xsi:nil="true" />
      </Terms>
      <LastSavedAt xsi:nil="true" />
      <IsProspect xsi:nil="true" />
      <BillToContact>
        <Gender xsi:nil="true" />
        <NameToUseOnForms xsi:nil="true" />
        <Address />
      </BillToContact>
      <ShipToContact>
        <Gender xsi:nil="true" />
        <NameToUseOnForms xsi:nil="true" />
        <Address />
      </ShipToContact>
      <CustomerSince xsi:nil="true" />
      <AverageDaysToPayInvoices xsi:nil="true" />
      <LastStatementDate xsi:nil="true" />
      <CreditStatus xsi:nil="true" />
      <PhoneNumbers />
    </Customer>
    <DropShop>false</DropShop>
    <SalesInvoiceLines>
      <SalesInvoiceLine>
        <AccountReference>40000-LS</AccountReference>
        <Amount>199.96</Amount>
        <Description>Weekly Landscaping Service</Description>
        <IsUsed>true</IsUsed>
        <InventoryItemReference>LAND-17100</InventoryItemReference>
        <JobReference>BEATTY</JobReference>
        <Quantity>4.00</Quantity>
        <UnitPrice>50</UnitPrice>
        <SalesTaxType>2</SalesTaxType>
      </SalesInvoiceLine>
      <SalesInvoiceLine>
        <AccountReference>40000-LS</AccountReference>
        <Amount>299.90</Amount>
        <Description>Group Prep and Cultivation Service</Description>
        <IsUsed>true</IsUsed>
        <InventoryItemReference>LAND-17700</InventoryItemReference>
        <JobReference>BEATTY</JobReference>
        <Quantity>10.00</Quantity>
        <UnitPrice>30</UnitPrice>
        <SalesTaxType>2</SalesTaxType>
      </SalesInvoiceLine>
    </SalesInvoiceLines>
    <InvoiceType>Invoice</InvoiceType>
    <DateDue>2020-04-14T00:00:00</DateDue>
  </SalesInvoice>
</ArrayOfSalesInvoice>