How do I send invoices to my accountant?

Once a month the shop hands the issued invoices and credit notes to your accountant: as files for KROS OMEGA or ALFA plus, or as a spreadsheet for other software, and the documents themselves as PDFs in a ZIP archive. Set who receives them and on which day, or download or send any month by hand. The files carry the order number, the card payment number and the parcel number, so the accountant can match documents with money. The setting applies to the company invoicing on the market selected at the top left.

This text comes from the Portican admin, word for word as you see it on screen. When the screen changes, this page changes with it.

1. Sign in to your shop’s admin.

2. In the menu, open Shop → Accounting export.

3. Choose “Accounting software”.

4. Fill in “Accountant's e-mail”.

5. Choose “Send automatically every month”.

6. Save your changes with “Save”.

• Where do I set the details shown on invoices?
• Where do I find all my orders?