Simpro Export

Simpro Customer Export is a Utility that is available to export out invoices to specific customers.

Setup

It is added to the Export Data screen

To make this export work, the default STAFF member's email address is used.

It also requires a CSV file with the account number and email address.

The suggested way to create the CSV is to use the Electonic Marketing export and edit the spreadsheet to only have the account number and the email address columns.

Export the invoices

Select the dates and ranges

Note: it is possible to export the same invoice more than once.

Confirm the promps and navigate to the saved CSV when this screen displays, locate the saved CSV.

The document will then be emailed to the recipients.