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Export Sales Invoices from Sage Business Cloud Accounting

This task will download Sales Invoices from your instance of Sage Business Cloud Accounting in a Sage Accounting Sales Invoice XML format.

Settings

Sage Business Cloud Accounting Connection

Required
The connection to Sage Business Cloud Accounting to use. See Connecting To Sage Business Cloud Accounting if you require more information on how to create/manage connections.

Export All

Required
Set to true to export all records from Sage Business Cloud Accounting, or false to only export those updated since the date specified in the 'Export From' setting.

Export From

Required
The date to export new/modified records from. This setting only takes effect when 'Export All' is set to false. The date will update automatically each time the task runs.

Output File

Required
The file to save the downloaded records to.

Items Per Page

Required
The number records to fetch per request to Sage Business Cloud Accounting. Increasing this value will reduce the number of requests needed to export the records, which may reduce the time taken.

Optional
Enter an invoice reference or contact name to filter the records returned.

Status

Optional Optionally filter your export by Status ID. E.g only export sales invoices where the status is 'PAID'.

Zynk Settings

See Common Task Settings

Example

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

<?xml version="1.0"?>
<sage_one_company xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema">
  <sales_invoices>
    <sales_invoice>
      <legacy_id>48200089</legacy_id>
      <id>ea84cdf6e4ad11e7aa730a57719b2edb</id>
      <displayed_as>SI-48</displayed_as>
      <path>/sales_invoices/ea84cdf6e4ad11e7aa730a57719b2edb</path>
      <transaction>
        <legacy_id>110238255</legacy_id>
        <id>ea914809e4ad11e7aa730a57719b2edb</id>
        <path>/transactions/ea914809e4ad11e7aa730a57719b2edb</path>
        <created_at xsi:nil="true" />
        <updated_at xsi:nil="true" />
        <deleted xsi:nil="true" />
        <total xsi:nil="true" />
      </transaction>
      <created_at>2017-12-19T11:15:27Z</created_at>
      <updated_at>2017-12-19T11:15:27Z</updated_at>
      <contact_name>Zynk Software</contact_name>
      <contact_reference>ZYNK0001</contact_reference>
      <contact>
        <legacy_id>2840943</legacy_id>
        <id>8a9b4b1f174c11e691e20a5d7cf84c3e</id>
        <displayed_as>Zynk Software (ZYNK0001)</displayed_as>
        <path>/contacts/8a9b4b1f174c11e691e20a5d7cf84c3e</path>
      </contact>
      <invoice_number>SI-48</invoice_number>
      <date>2017-12-19T00:00:00</date>
      <due_date>2018-01-18T00:00:00</due_date>
      <net_amount>10</net_amount>
      <tax_amount>0</tax_amount>
      <total_amount>10</total_amount>
      <total_paid>0</total_paid>
      <outstanding_amount>10</outstanding_amount>
      <total_quantity>1</total_quantity>
      <currency>
        <legacy_id>10</legacy_id>
        <id>GBP</id>
        <displayed_as>Pound Sterling (GBP)</displayed_as>
        <path>/currencies/GBP</path>
      </currency>
      <exchange_rate>1</exchange_rate>
      <inverse_exchange_rate>1</inverse_exchange_rate>
      <base_currency_net_amount>10</base_currency_net_amount>
      <base_currency_tax_amount>0</base_currency_tax_amount>
      <base_currency_total_amount>10</base_currency_total_amount>
      <base_currency_outstanding_amount>10</base_currency_outstanding_amount>
      <status>
        <legacy_id>1</legacy_id>
        <id>UNPAID</id>
        <displayed_as>Unpaid</displayed_as>
        <path>/artefact_statuses/UNPAID</path>
      </status>
      <invoice_lines>
        <invoice_line>
          <legacy_id>57311833</legacy_id>
          <id>ea8cf301e4ad11e7aa730a57719b2edb</id>
          <displayed_as>Free text item</displayed_as>
          <description>Free text item</description>
          <ledger_account>
            <legacy_id>2654285</legacy_id>
            <id>d959c74d180811e691e20a5d7cf84c3e</id>
            <displayed_as>Sales Type A (4000)</displayed_as>
            <path>/ledger_accounts/d959c74d180811e691e20a5d7cf84c3e</path>
          </ledger_account>
          <quantity>1</quantity>
          <unit_price>10</unit_price>
          <net_amount>10</net_amount>
          <tax_rate>
            <legacy_id>1</legacy_id>
            <id>GB_STANDARD</id>
            <displayed_as>Standard 20.00%</displayed_as>
            <path>/tax_rates/GB_STANDARD</path>
          </tax_rate>
          <tax_amount>0</tax_amount>
          <tax_breakdown />
          <total_amount>10</total_amount>
          <base_currency_unit_price>10</base_currency_unit_price>
          <base_currency_net_amount>10</base_currency_net_amount>
          <base_currency_tax_amount>0</base_currency_tax_amount>
          <base_currency_tax_breakdown />
          <base_currency_total_amount>10</base_currency_total_amount>
        </invoice_line>
      </invoice_lines>
      <tax_analysis>
        <tax>
          <tax_rate>
            <legacy_id>1</legacy_id>
            <id>GB_STANDARD</id>
            <displayed_as>Standard 20.00%</displayed_as>
            <path>/tax_rates/GB_STANDARD</path>
          </tax_rate>
          <net_amount>10</net_amount>
          <tax_amount>0</tax_amount>
          <total_amount>10</total_amount>
          <goods_amount>0</goods_amount>
          <service_amount>0</service_amount>
        </tax>
      </tax_analysis>
      <withholding_tax_rate xsi:nil="true" />
      <withholding_tax_amount xsi:nil="true" />
      <base_currency_withholding_tax_amount xsi:nil="true" />
      <main_address_free_form>Zynk Software
6-8 Charlotte Square
Newcastle upon Tyne
Tyne &amp; Wear
NE1 4XF</main_address_free_form>
      <main_address>
        <legacy_id>28243375</legacy_id>
        <id>ea8a1782e4ad11e7aa730a57719b2edb</id>
        <displayed_as>Zynk Software
6-8 Charlotte Square
Newcastle upon Tyne
Tyne &amp; Wear
NE1 4XF</displayed_as>
        <path>/contacts/ea8a1782e4ad11e7aa730a57719b2edb</path>
        <created_at xsi:nil="true" />
        <updated_at xsi:nil="true" />
        <deleted_at xsi:nil="true" />
        <address_type>
          <legacy_id>3</legacy_id>
          <id>SALES</id>
          <displayed_as>Sales</displayed_as>
          <path>/address_types/SALES</path>
        </address_type>
        <address_line_1>Zynk Software</address_line_1>
        <address_line_2>6-8 Charlotte Square</address_line_2>
        <city>Newcastle upon Tyne</city>
        <region>Tyne &amp; Wear</region>
        <postal_code>NE1 4XF</postal_code>
        <country>
          <legacy_id>218</legacy_id>
          <id>GB</id>
          <displayed_as>United Kingdom (GB)</displayed_as>
          <path>/countries/GB</path>
        </country>
        <country_group>
          <legacy_id>4</legacy_id>
          <id>GBIE</id>
          <displayed_as>UK &amp; Ireland</displayed_as>
          <path>/country_groups/GBIE</path>
        </country_group>
        <is_main_address xsi:nil="true" />
      </main_address>
      <shipping_net_amount>0</shipping_net_amount>
      <shipping_tax_amount>0</shipping_tax_amount>
      <shipping_total_amount>0</shipping_total_amount>
      <base_currency_shipping_net_amount>0</base_currency_shipping_net_amount>
      <base_currency_shipping_tax_amount>0</base_currency_shipping_tax_amount>
      <base_currency_shipping_total_amount>0</base_currency_shipping_total_amount>
      <total_discount_amount>0</total_discount_amount>
      <sent>false</sent>
    </sales_invoice>
  </sales_invoices>
</sage_one_company>