Quotes
CSV File
To generate a comma seperated values (CSV) file, on the Sales -> Quotes page, click the -> Export -> CSV File button.Columns
The following columns may be selected via the menu.Excel Spreadsheet
To generate an Excel Spreadsheet file, on the Sales -> Quotes page, click the -> Export -> Excel Spreadsheet button.Standard Template Columns
The following columns are output when the Standard excel template is selected.Extended Template Columns
The extended template includes expanded data about the quote and related models, including custom fields related to the client, project and bookings.Currently only single quotes can be exported using the Extended template
Invoices
CSV File
To generate a comma seperated values (CSV) file, on the Sales -> Invoices page, click the -> Export -> CSV File button.Columns
The following columns may be selected via the menu.Excel Spreadsheet
To generate an Excel Spreadsheet file, on the Sales -> Invoices page, click the -> Export -> Excel Spreadsheet button.Standard Template Columns
The following columns are output when the Standard excel template is selected.Extended Template Columns
The extended template includes expanded data about the invoice and related models, including custom fields related to the client, project and bookings.Currently only single invoices can be exported using the Extended template
Xero Manual Import
This Excel file can be used to manually import invoices created in Sonderplan to Xero. Before importing the file into Xero- Enter the relevant account code in AccountCode as it displays in the chart of accounts.
- Enter the tax rate display name in TaxType as it displays in tax settings, eg GST on Income
- Google “Xero Import Customer Invoices” to find the official Xero help documentation on importing invoices